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What is Passthrough?

Simplify your investment procedures with a user-friendly online platform tailored for private fund investing. More than 250 fund managers are already improving their investor interactions through Passthrough. Within an average of twenty minutes, you can acquire completed subscription and tax documents via a customized workflow. The platform smartly identifies beneficial owners, performs automatic checks against sanctions lists, and helps determine suitable investors for your fund. By letting us manage the complexities of investor onboarding, you can focus on the essential aspects of running your firm. We expedite the completion of subscription documents, ensuring they are done quickly, comprehensively, and accurately, which can save you weeks or even months during fundraising. It acts as a centralized hub for collaboration between you and your service providers. With over 80% of Passthrough subscription documents being accurately completed on the first attempt, your legal team can avoid the hassle of chasing after revisions and signatures. Investors typically finalize their initial investment in less than twenty minutes using Passthrough, resulting in a seamless experience. This level of efficiency not only aids your operations but also greatly improves overall investor satisfaction, creating a win-win situation for everyone involved. As a result, your firm can thrive while building stronger relationships with investors.

What is Fundamental Portal?

Fundamental Portal serves as the premier solution for revolutionizing investment management for real estate general partners and owners/operators. It also equips fund managers with an interface that is not only secure but also professional and user-friendly. Our innovative platform streamlines the capital-raising process, enabling users to engage efficiently with investors through straightforward and trustworthy interfaces. Fundamental Portal ensures a smooth experience for both investors and those raising capital, enhancing interaction and collaboration. It enables rapid soft commitments, allowing funds to be raised within minutes, while also simplifying distribution workflows and facilitating real-time document sharing. This is merely the starting point, as Fundamental Admin serves as an additional feature that enhances the Fundamental Portal by delivering extensive back-office support. By utilizing Fundamental Admin, fund managers can concentrate their resources on capital growth and fundraising efforts, alleviating the burden of administrative responsibilities. This dual approach optimizes the overall investment management process.

What is Altvia?

Altvia provides a cutting-edge platform paired with exceptional expertise to assist your firm in navigating the growing complexities of expansion, which involves managing an increasing number of funds and a broader base of limited partners. You can easily distribute customized materials like PPMs, K1s, and capital calls, all while improving the investor experience through a secure portal bolstered by in-depth analytics. At the core of a modern technological platform is a cohesive source of truth that streamlines vital workflows, manages contacts, maps relationships, and automates essential tasks such as emails and assignments. Experience unmatched visibility into your deal flow, which allows you to prioritize opportunities based on their origin or similarity to your firm’s most advantageous investments. Moreover, simplify the reporting processes for portfolio companies and enhance data collection, giving you more time to focus on understanding value creation and evaluating the health of your investments. This comprehensive strategy not only boosts operational efficiency but also cultivates stronger connections with both investors and stakeholders, ultimately leading to more informed decision-making and growth opportunities. By embracing these innovations, your firm can stay ahead in a competitive landscape.

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Integrations Supported

Crunchbase
Dakota Marketplace
Dynamo Software
Meridian
PitchBook
Preqin
Salesforce
SourceScrub

Integrations Supported

Crunchbase
Dakota Marketplace
Dynamo Software
Meridian
PitchBook
Preqin
Salesforce
SourceScrub

Integrations Supported

Crunchbase
Dakota Marketplace
Dynamo Software
Meridian
PitchBook
Preqin
Salesforce
SourceScrub

API Availability

Has API

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$1500/yr
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Passthrough

Company Location

United States

Company Website

passthrough.com

Company Facts

Organization Name

Fundamental Portal

Date Founded

2023

Company Location

United States

Company Website

fundamentalportal.com

Company Facts

Organization Name

Altvia

Date Founded

2006

Company Location

United States

Company Website

altvia.com

Categories and Features

AML

Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

KYC

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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