Allvue Systems, a technology provider for private capital markets, has announced a strategic integration with Passthrough, a solution provider for investor onboarding and financial crime compliance, aimed at enhancing efficiency in private markets fundraising and investor management.
Allvue’s Fundraising and Investor Portal solutions are now linked with Passthrough’s investor onboarding technology directly within the Allvue platform. This integration addresses the challenges faced by fund managers in the competitive private capital landscape, where manual, paper-intensive processes often rely on PDFs, email chains, and siloed data systems, leading to inefficiencies and compliance hurdles.
The collaboration seeks to replace fragmented communication streams with an integrated, highly automated workflow, offering a streamlined experience for investors. Ivan Latanision, Chief Product Officer at Allvue Systems, emphasized the importance of efficiency: “In private markets, efficiency is the new transparency. Fund managers are under immense pressure to deliver a world-class experience to LPs, and relying on outdated processes is no longer sustainable. This integration with Passthrough provides our clients with a seamless, end-to-end solution that turns operational excellence into a competitive advantage, helping them secure capital and build enduring relationships.”Key benefits of the integration include a seamless investor journey, allowing fund managers to guide investors from initial evaluation and subscription document completion through financial crime compliance obligations and ongoing reporting without leaving Allvue’s platform. It also enhances operational efficiency by eliminating manual data entry, reducing friction, and minimizing errors associated with traditional paper-based methods. Ultimately, this aims to strengthen GP-LP relationships by demonstrating efficiency, transparency, and precision, which can help secure commitments more quickly.
Tim Flannery, CEO and Co-Founder at Passthrough, highlighted the problem the integration solves: “We built Passthrough because we saw fund managers were losing deals at the finish line—spending months cultivating investor relationships only to introduce friction with clunky paperwork at the worst possible moment. Our integration with Allvue helps us fix that. LPs move seamlessly from evaluating an investment to completing subscription document workflows without ever leaving their portal, while data flows automatically between platforms. This is how fundraising should work—specialized tools that excel at what they do, connected to eliminate administrative burden and accelerate closes so fund managers can focus on their investor relationships.”The Allvue-Passthrough integration connects three critical stages of the investor relations workflow. First, investor prospecting is managed through Allvue’s fundraising portal, with Passthrough launching directly within Allvue when an LP is ready to commit. Second, investor onboarding occurs as investors complete subscription documents via Passthrough’s customized workflows, with over 90% typically completing the process in approximately 20 minutes by only seeing relevant questions. Third, investor management is improved as investor data, including capital commitments, payment schedules, communication preferences, and tax, compliance, and legal details, flows automatically from subscription documents into Allvue’s CRM via API.
Allvue Systems also continues to enhance its Investor Relations solutions with new functionalities. These include a Maker-Checker application built atop its CRM to strengthen compliance and reduce operational risk by requiring an approval process for data modifications. Additionally, self-service dashboards now support embedding Power BI Reports directly into the Investor Portal, enabling General Partners (GPs) to customize information shared with Limited Partners (LPs) and provide easy-to-understand visualizations of fund trends.
Allvue Systems provides an AI-powered platform for private investment lifecycle management, serving over 500 clients, 21,000 funds, and managing more than $8.5 trillion in assets. The company caters to alternative investment managers, including private equity, private debt, public credit managers, fund administrators, and banks, operating from its Miami headquarters with offices across North America, Europe, and India. Passthrough specializes in automating investor onboarding and financial crime compliance, streamlining subscription documents, tax forms, and KYC/AML for private fund managers globally, including venture capital, private equity, real estate funds, private credit firms, fund formation attorneys, and fund administrators.
