Passthrough + RoleBotz

End the manual work around Passthrough.

Your team spends 26+ hours every week on manual workflows that Passthrough should handle but doesn't. We've mapped 3 specific pain points — and built a deterministic fix for each one.

1224
Hours/year reclaimed
$67,320
Annual savings
3
Workflows automated
Equity / Cap Table 🔄 Exception Loop🔁 Swivel Chair📄 Unstructured Trap
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Manual process vs. RoleBotz

TaskManual ProcessGeneric AI (Probabilistic)RoleBotz (Deterministic)
Sync data between systemsManual copy-pasteGives instructionsExecutes automatically, verified
Handle edge casesBounces between peopleGuesses (hallucinates)Hard Stop → routes to human
Learn from correctionsTribal knowledge (one head)Forgets next sessionPermanent rule, compounds forever

3 workflows we eliminate for Passthrough teams.

Based on industry workflow research and role analysis across Passthrough users. Quotes represent common frustrations identified through research — not attributed to specific individuals or companies.

Exporting investor commitment data and manually re-mapping CSV headers to the Fund Admin’s mandatory 'Master Onboarding' Excel template.
🔁 Swivel Chair Fund Controller, Series B/C Venture Capital monthly Risk: high 14 manual steps
Industry research finding — Fund Controller, Series B/C Venture Capital
“The 'automated' export never actually matches the specific columns my admin needs, so I'm still stuck VLOOKUP-ing data into their legacy templates for hours.”
Systems spanned: Passthrough, Microsoft Excel, Fund Admin Portal (SS&C/Investran)
How RoleBotz ends it
A deterministic Sync RoleBot reads System A, transforms the data through the Packuracy Engine, and writes System B — then confirms back. No re-keying, no transposition errors. When a field doesn't match a known rule, it hits the Hard Stop and routes to a human instead of guessing.
245 hrs/yr reclaimed $13,464/yr saved*
Adjudicating 'High Risk' KYC/AML flags by cross-referencing Passthrough alerts with LexisNexis and drafting manual resolution memos for the CCO.
🔄 Exception Loop Compliance Associate, Institutional Private Equity weekly Risk: catastrophic 7 manual steps
Industry research finding — Compliance Associate, Institutional Private Equity
“The system flags every LP with a common name as a potential terrorist, and I have to manually dig through Google and Lexis to prove it's just a dentist from Ohio.”
Systems spanned: Passthrough, LexisNexis, Internal Risk Register (Sharepoint)
How RoleBotz ends it
An Exception-Routing RoleBot catches the edge case, applies the resolved rule if it's known, and hits the Hard Stop to a human if it isn't — then captures that human's resolution as a permanent 6-sigma rule. This is Compounding Accuracy in its purest form: the system can never make the same mistake twice.
367 hrs/yr reclaimed $20,196/yr saved*
Extracting bespoke reporting obligations and MFN clauses from executed side-letter PDFs into the CRM 'Obligations Matrix'.
📄 Unstructured Trap Legal Operations, Late-stage Mega-fund quarterly Risk: high 22 manual steps
Industry research finding — Legal Operations, Late-stage Mega-fund
“Digital sub docs are a dream until the LP drops a 40-page side letter that overrides the standard flow; then I'm back to manual data entry in Salesforce to track our promises.”
Systems spanned: Passthrough, DocuSign, Salesforce/Altvia
How RoleBotz ends it
An Extraction RoleBot reads the PDFs, emails, and contracts (OCR/NLP), then runs the extracted structure through deterministic processing. The reading is probabilistic; the action on the data is Packuracy-governed and verifiable. The human stops being a transcription clerk.
612 hrs/yr reclaimed $33,660/yr saved*

Frequently asked questions

How does RoleBotz integrate with Passthrough?

RoleBotz connects to Passthrough via standard API connection. Setup takes under 5 minutes with a standard OAuth flow — no engineering required.

How much time can I save automating Passthrough workflows?

Based on workflow analysis, teams using Passthrough typically reclaim 1224 hours/year (25.5 hrs/week) across 3 common manual workflows. At $55/hr blended labor rate, that's $67,320/year in reclaimable labor.

Can RoleBotz hallucinate or make errors with my Passthrough data?

No. RoleBotz uses a deterministic architecture (patent pending) with a Hard Stop mechanism. When the system encounters data that doesn't match a known rule, it halts and routes to a human instead of guessing. It is architecturally incapable of fabricating data.

End Passthrough friction today.

Thousands of roles trained by domain experts. 341 platforms connected. Deterministic architecture (patent pending). Deploy in under 5 minutes.

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