Ebook

There’s a better way to onboard investors

There’s a better way to onboard investors

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Dynamo, a leading alternative investment management platform, integrates with Passthrough to simplify and enhance the investor onboarding process. This embedded workflow allows fund managers to invite investors, track progress in real time, and manage documents—all within Dynamo’s investor portal. Investors complete subscription documents without switching platforms, while fully executed docs automatically appear in the portal for both parties. The solution improves visibility, streamlines fundraising, and ensures consistency, making onboarding more efficient as firms grow and their investor base expands.

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