Paralegal (Onboarding Manager)

Remote

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$65,000 – $70,000Compensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Venture Capital, Private Equity, FintechIndustries

Requirements

The candidate should be a self-starter, self-motivated, possess attention to detail, and be flexible in handling work. Prior legal experience in alternative investments like venture capital, private equity, or hedge funds is a plus.

Responsibilities

The role involves working on customer onboarding, training, and support, acting as the primary contact for fund managers and their limited partners. Responsibilities include identifying applicable questions in legal documents, structuring this information for the company's software, communicating feedback for software tweaks or client clarifications, and ensuring the final documents are consumer-grade in terms of logic, grammar, and question order.

Skills

Legal document review

Onboarding

Training

Customer support

Client relations

Workflow optimization

Private markets

Venture Capital

Private Equity

Passthrough

Fundraising platform for investment firms

About Passthrough

Passthrough provides a platform that simplifies the fundraising process for investment firms. Its features include quick generation of subscription documents, real-time tracking of fundraising progress, and automatic screening of beneficial owners against sanctions lists. This allows firms to concentrate on their main business activities instead of getting bogged down by administrative tasks. The company likely operates on a subscription or usage fee model, ensuring a steady revenue stream while meeting client needs for efficient fundraising tools. Passthrough prioritizes data privacy and security, adhering to regulations like GDPR and conducting regular security tests, which is essential in the financial sector. Overall, Passthrough aims to enhance the fundraising experience for investment firms by streamlining processes and ensuring data protection.

None, OregonHeadquarters

2020Year Founded

$14.6MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

11-50Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Company Match

Stock Options

Unlimited Paid Time Off

Parental Leave

Risks

Increased competition from fintech startups could erode Passthrough's market share.

Rapid technological advancements may strain resources for continuous platform updates.

Potential regulatory changes could necessitate costly adjustments to compliance features.

Differentiation

Passthrough automates subscription processes, reducing time and effort for private funds.

The platform offers real-time tracking and beneficial owner screening for compliance.

Passthrough emphasizes data privacy and security, complying with GDPR and conducting penetration testing.

Upsides

Passthrough raised $10M Series A to enhance product experience and accelerate growth.

Integration with CRM through OnboardingBridge improves investor onboarding and experience.

The rise of AI-driven analytics offers potential for personalized investor experiences.

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