Passthrough’s integration with Intapp DealCloud connects capital raising with investor onboarding and compliance to create a seamless fundraising workflow.
GP investor relations, finance, and legal teams can launch and track the entire LP onboarding process directly from their DealCloud CRM. With a few clicks, users can map and import investor data from DealCloud into Passthrough, instantly initiating subscription documents, KYC/AML screening workflows, and tax form collection.
The integration eliminates manual data entry, reduces errors, and provides real-time visibility by automatically syncing investor onboarding statuses back into DealCloud. Capital raising teams stay within DealCloud to monitor progress while legal and operations teams work in Passthrough, creating a single source of truth and helping close funds faster.
