The company you’ll join
We exist to make investing in the private markets as easy as Robinhood did for public stocks.
More and more people invest in private equity and venture capital every day. Even though this asset class has been around for decades, it wasn't built to handle this volume of investors. Signing up for Robinhood? It takes 2 minutes. Investing in a VC fund? You've got to fill out a 200-question questionnaire each time that you make an investment. The forms aren't standardized and not every question applies to every investor. Investors miss questions or answer the wrong ones and then have to redo the entire thing.
We built a TurboTax-style workflow for investors to only see the questions that matter to them and see every question that matters to them to make fund closing (i.e. the process of investing into a private fund) easy. Our world record document completion time is 6 minutes.
That may sound boring but we've processed billions of dollars for thousands of investors in just the past 6 months. And by having an investor run through our workflow, we capture their identity so we can allow them to repurpose it wherever they'd like in the future. We call this an investor passport and it's the whole reason we built this business.
The impact you’ll have
You’ll also be one of the earliest employees at Passthrough and will be a huge part of defining the culture and structure. We’re looking for people that can grow with us.
Our goal is to make our customers love us and their investors recommend us. At Passthrough, you will work on onboarding, training, and support. You’ll be the face of our business to fund managers and their limited partners.
The problems you’ll solve
- Ensuring that our client engagements are successful for our customers, their investors, lawyers, and fund administrators
- Producing error-free client onboardings
- Owning the client relationship from the sales hand off to go-live to closing
- Seeking customer feedback about how we can improve our product
Desired Qualifications
- Be helpful
- Highly detail oriented
- Masterful communicator comfortable interacting from the senior executive level (c-suite, partner-level, etc.) and also comfortable navigating ambiguity in a fast growing startup
- Prior experience in consulting, finance or law required
- Private markets (venture capital, private equity, etc.) experience is a plus but not required
What to expect in the hiring process
We go through the same interview steps for all Client Relationship Manager candidates to ensure equity in our hiring process. All roles also require a background check.
Our process is designed to learn as much about each candidate as possible, as well as to give candidates access to our team and learn about what it's like to work at Passthrough. All roles also require a background check.
- Initial screen: a quick 20-30 minute chat with Garrett to learn more about each other
- Complete an assessment: A quick test to give you a flavor of the kinds of problems that you’ll have to solve when you’re building out your team
- Meet your manager: 45-minutes with Garrett
- Meet our co-founders: 30-minutes with Ben, 20-minutes with Tim, and 20-minutes with Alex
- Get a decision: We’ll get back to you within a week on what’s next
Benefits
- Competitive salary
- Passthrough stock options
- Health, dental, and vision insurance
- Annual health & wellness stipend
- 401k contribution program with matching
- Life insurance
- PTO & unlimited sick leave
- Parental leave
Who are we?
We’re three ex-Cartans that helped scale Carta’s financial services business to 0 people to 250 people and from Series A to Series F+. We were the Head of Engineering, Head of Go-to-Market, and one of the earliest leaders in operations, product, and sales. We’ve built 20+ person engineering teams, 30+ person revenue and revenue support organizations, and shipped products used by more than 10,000 investors.
We know the problems. We know the customers. We know how to scale businesses fast in ambiguous environments. Come build with us.
