Help for Administrators

Support for those administrating a fundraise on Passthrough.

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19 articles in this collection
Written by Susan DiVito

Add & Invite a New Investor

How can administrators add a new investor account to their fund closing and send them an invite in Passthrough?
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Written by Susan DiVito
Updated yesterday

Clear Investor Signatures

How can administrators clear signatures from investor agreements?
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Written by Susan DiVito
Updated yesterday

Investor Reporting & Downloadable Data

How can Passthrough administrators download investor details and reports for each fund closing?
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Written by Susan DiVito
Updated over a week ago

Add a Side Letter

How can administrators add a side letter to an investor's account for a fund closing in Passthrough?
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Written by Susan DiVito
Updated yesterday

Investor Progress Bar

How can administrators utilize Passthrough's Investor Progress Bar to monitor and track investors across the fund document life cycle?
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Written by Susan DiVito
Updated over a week ago

Delete Investors

How can administrators delete an investor account that was added in error from a fund closing in Passthrough?
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Written by Susan DiVito
Updated yesterday

Upload Offline Completed Documents

How can subscription agreements that were completed offline be uploaded and saved to the investor's account in Passthrough?
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Written by Susan DiVito
Updated yesterday

Undo an Investor Approval

How can administrators undo an approval for a prospective investor's subscription agreement?
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Written by Susan DiVito
Updated over a week ago

Enable 2-Factor Authentication

How can Passthrough users enable two factor (2-factor) authentication?
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Written by Susan DiVito
Updated yesterday

Move Investors Between Closings

How can administrators move investors between fund closings in Passthrough?
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Written by Susan DiVito
Updated over a week ago

Review an Investor's Subscription Agreement

How can administrators review, comment, and approve subscription agreements from prospective investors?
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Written by Susan DiVito
Updated yesterday

Send Investor Reminder Emails

How can administrators send reminder emails to prospective investors?
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Written by Susan DiVito
Updated yesterday

Add New Collaborators to an Investor Account

How can administrators add new collaborators (users) to an investor account?
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Written by Susan DiVito
Updated yesterday

Send Documents to a Countersigner

How do you send subscription agreements to be countersigned?
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Written by Susan DiVito
Updated yesterday

Distribute Subscription Agreements to Investors

How do administrators send out and distribute subscription agreements to prospective investors?
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Written by Susan DiVito
Updated yesterday

Access Control

How can administrators assign and edit collaborators' (users) access level?
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Written by Susan DiVito
Updated over a week ago

Add Offering Documents

How can administrators add new offering documents to the Passthrough portal for their prospective investors?
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Written by Susan DiVito
Updated yesterday

Adding Investors

How can administrators invite prospective investors to a fund closing in Passthrough?
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Written by Susan DiVito
Updated over a week ago

Passthrough's OFAC Sanctions Lists

How does Passthrough match prospective investors against various OFAC provided sanctions lists?
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Written by Susan DiVito
Updated over a week ago