A Modern IR Approach to Convert your Funnel Faster
Introducing the first solution to fully integrate a CRM with an investor onboarding solution.
The most elegant and streamlined LP onboarding solution in private markets.
Import Subdocument Data
Seamlessly import data from sub docs, including subscriber entity information, banking and wiring instructions, and investor contact preferences, directly into Altvia’s AIM CRM.
Accelerate Timelines
Minimize business delays and expedite fund closures with 80% of sub docs being filled out correctly the first time around.
Gain Real-Time Visibility
Empower firm-wide collaboration by providing a live onboarding status to your IR teams within Altvia’s AIM CRM with no additional work.
Save you and your LPs from the wasted time, headaches, and manual processes of investor onboarding by enabling Altvia’s innovative private markets CRM, AIM, to pre-populate subdocs with pertinent investor data while receiving up-to-date investor data from Passthrough.
This streamlined and elegant investor onboarding solution empowers your firm to differentiate in private markets. Accelerate timelines, protect your firm reputation, and enhance your visibility and control of the LP onboarding process with Altvia’s OnboardingBridge powered by Passthrough.
Private Capital Markets Run on Altvia & Passthrough
Passthrough enables investors to speed through the onboarding process, allowing fund managers to close capital commitments in minutes instead of weeks. They turn workflows like subscription document execution and KYC/AML into solved problems – seamlessly managing subscription document distribution, execution, and compliance.
Altvia’s Chief Strategy Officer, Jeff Williams, Passthrough’s CEO & Co-Founder, Tim Flannery, and COO & Co-Founder, Ben Doran, say it best:
Close Your Raise Faster
Allow investors to fill out sub docs quickly, completely, and accurately.
Receive Key Documents
Enable custom subscription workflows to reduce back and forth.
Pre-populate Data for Onboarding
Use the information that you have from Altvia to prevent redundant work.
Reduce Confusion
Create a single place for your back office, tax, compliance, and legal teams to coordinate.
