Preferred Return

Passing through Investor Onboarding


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Investor onboarding is all the rage right now — the manual, time-consuming process by which limited partners subscribe to private funds is moving in haste to become yet another part of the digital transformation of private markets. We’re thrilled to be joined by Tim Flannery, a co-founder of Passthrough — one company taking an interesting approach to solving this problem. 

We discuss the basic mechanics of digitizing the subscription process, who the constituents and beneficiaries are of doing so, and the opportunity to provide identity resolution to private market investors.

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Preferred ReturnBy Altvia

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