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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:

  • Head of Go-to-Market Strategy for Investor Services at Carta15

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

  • LinkedIn: Tim's LinkedIn username is timothyflannery3
  • Twitter: His Twitter handle is @_timflannery4

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

Jul 24 · linkedin

Passthrough is hiring a demand gen manager! You'll have an opportunity to:

  • Work on Sar Ruddenklau's team and be early in a top-notch marketing org
  • Own top-of-funnel across the company while being quantitatively driven
  • Work incredibly closely with sales and partnerships

You'll be in the weeds and you'll have massive impact. We have lots of fun stuff planned. Stayed tuned tomorrow for just a taste of what I mean. Reach out if you're interested.

Apr 4 · linkedin

This morning, Passthrough and Goodwin announced a first-of-its-kind preferred vendor agreement for electronic subscription documents.

Goodwin has one of the largest, most sophisticated private investment funds groups in the world. These attorneys joined Goodwin to work with and provide counsel to the world's leading investment firms but ended up spending too much time on document management and data extraction.

Over the past few years, we've worked with dozens of their attorneys across 45+ fund managers to get everyone out of the minutia of sub docs. I'm excited to bring Passthrough to the rest of the firm and their clients so we can let their lawyers do what they signed up for: provide advice and be trusted partners.

I've linked to the press release but feel free to reach out and learn more directly. https://lnkd.in/eXgaU_Y6

Related Questions

What inspired Tim Flannery to create Passthrough?
How does Passthrough's workflow automation tool work?
What challenges did Tim Flannery face while developing Passthrough?
How does Passthrough compare to other fund management tools?
What are Tim Flannery's future plans for Passthrough?
Tim Flannery
Tim Flannery, photo 1
Tim Flannery, photo 2
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Location

Greater Philadelphia Area