Investors can share their subscription agreements with third parties (such as their lawyer or adviser) by adding additional collaborators to view, edit, and sign their subscription agreements on Passthrough.
To add a collaborator select the Share button on the upper left corner of the investor questionnaire page:
You can add additional collaborators by selecting +New Collaborator:
To add a collaborator enter their Name and Email Address and select share:
The collaborator will receive an email with instruction on how to access Passthrough. Collaborators can view, edit and sign subscription agreements as well as add and remove other collaborators.
To remove a collaborator select the trash can icon next to their name: