Investment Memo Template
The Clockwork Investment Memo Template aids investors and founders in clearly articulating investment theses, analyzing fundamentals, and outlining risks to enhance decision-making processes.
Browsing Tag
Family Offices
64 posts
Articles tailored to the unique perspectives of family offices, from allocation strategies to generational wealth transfer and governance.
Crypto, Tokens, and Inheritance: How to Plan Your Digital Estate
Estate planning for digital assets like cryptocurrencies and NFTs, unique challenges, custody options, and legal considerations to ensure assets are securely transferred to heirs.
Home Equity Investments: How to Access Real Estate Growth Without Owning
Home equity investments (HEIs) allow homeowners to access equity without debt, offering investors a share in future property appreciation without managing it directly.
Summer 25 Solstice Report
The Summer Solstice Report is the second edition of Clockwork’s biannual, high-signal briefing for asset owners, institutional investors, family offices, and private capital allocators.
Common vs. Preferred Stock: Everything Investors Should Know
Understanding the distinction between common stock and preferred stock is essential. Each carries a unique set of rights, priorities, and implications that can affect outcomes across funding rounds, exits, and distributions.
How Smart Investors Streamline Due Diligence with Clockwork
Clockwork delivers a purpose-built due diligence solution tailored to the needs of sophisticated private investors, family offices, direct investors, and deal teams.
The Exit Is Closed: Why Venture Capital Can’t Cash Out
The U.S. VC market faces a significant exit drought, with startups waiting to go public amidst economic uncertainty, causing a backlog and limited investor returns, but some optimism for recovery exists.
Is Private Credit Eating Private Equity’s Lunch? The Fight for Dry Powder
Private equity and private credit are competing for the same capital amid changing market conditions. Allocators prioritize yield and fast deployment, leading to a shift in investment strategies and fundraising dynamics.
May Monthly Private Market Intelligence
Private capital finds opportunities in "boring" businesses like HVAC and lawn care amidst AI hype. Mexico leads in nearshoring due to lower costs and efficiency, outperforming Canada despite tariffs.
The Intangible Edge: How Fractional IP Is Unlocking a New Era of Alternatives
Fractional ownership and tokenization are transforming access to intellectual property, enabling investors to diversify portfolios and seek non-correlated returns despite valuation and regulatory challenges in this emerging asset class.