Ontra's Passthrough integration automatically syncs subscription documents and related fund and investor data to Insight for Funds and Atlas after a fund closing. 

Before you get started

• The Passthrough and Ontra integration is available for Insight for Funds and Atlas.
• Admins must set up the integration. 

Set up the integration

Generate API Key in Passthrough

To connect Ontra and Passthrough, first generate the necessary API key within your Passthrough account. 

1. Log in to your Passthrough account
2. Navigate to the Settings
3. Scroll down to the Integrations section and find Ontra
4. Click the Connect button next to Ontra
5. A pop-up will appear asking you to confirm
6. Click Generate API Key and copy the key

Connect Ontra to Passthrough

Next, use the generated API key to establish the connection in Ontra.

1. In the left-hand navigation, under Admin, open the Integrations page 
2. Locate the Passthrough tile and click Connect 
3. Paste the Passthrough API key you generated in the previous steps 
4. Click Save and the integration will be set up

Review Data Sync in Ontra

The fully executed fund documents including fund and investor details sync to Ontra, automatically triggered once a fund has closed in Passthrough (does not have to be final close).

• Once the closing is "Fully executed" in Passthrough, the fund data, investor data, and executed subscription documents are automatically shared with Ontra.
• Ontra’s implementation team reviews and approves each document to ensure it’s labeled correctly, and AI will begin the abstraction process. 

In Insight for Funds

1. In the left-hand navigation, under Insight, open the Funds page 
2. Open the Funds tab 
3. Click the fund to open it and then open the Details tab 
4. Review the Fund Details (Name, Status, Investing Parties, etc.) synced from Passthrough
5. Once synced, our AI and human-in-the-loop review team will begin reviewing your documents and abstracting underlying obligation data from the documents. Finalized documents will appear under the Fund Documents tab. 

In Atlas

1. In the left-hand navigation, under Atlas, open the Entities page 
2. Locate and click on the transferred fund entity (e.g., Passthrough IV, LP) 
3. Review the Relationships tab to see the associated investor and their relationship details to confirm the data sync (e.g.., Toby Fenderson as a Limited Partner)