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Tim Flannery
Investor Services at Carta
Tim Flannery is a prominent figure in the fintech and investment services industry. Here's a summary of his background and current role:
Professional Experience
Current Role: Tim Flannery is the CEO and Co-founder of Passthrough, a company he created to streamline the LP onboarding process for fund managers.12 Passthrough is described as a fund workflow automation tool that aims to simplify investor onboarding and KYC/AML compliance.1
Previous Experience: Before founding Passthrough, Tim held a significant position at Carta:
Education
Tim Flannery attended the University of Pennsylvania - The Wharton School.3
Entrepreneurial Journey
Tim recognized inefficiencies in using paper documents for LP onboarding while working at Carta. This insight led him to create Passthrough, which has since grown into a successful venture:
- Passthrough raised a successful Series A round in 20221
- The company serves clients across various sectors, including venture capital, private equity, hedge funds, and real estate2
- Approximately 60% of Passthrough's clients are in venture capital, with the remainder spread across other private market sectors2
Industry Vision
Tim envisions a future where financial services are more accessible and interoperable. He aims to create a system where investor identity is centralized, structured, and federated across the private markets.2
Social Media Presence
Tim Flannery is known for his expertise in investor services, fund management, and fintech innovation. His work at Passthrough is focused on improving efficiency and accessibility in private market investments.
Highlights
