Clockwork Universe is your one-source solution for seamless investment management. Whether you are a seasoned investor or just getting started, this article will guide you through our Investment Management feature, helping you maximize your investment portfolio performance.

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 All About Investment Management

Clockwork Universe's Investment Management feature is designed to make managing your investment portfolio a breeze. With its user-friendly interface and robust tools, it offers several advantages, such as:

• Efficient organization of your investment portfolios.
• Easy tracking of individual transactions and performance.
• Detailed insights for better decision-making.

Navigating Your Portfolios

When you access Clockwork Universe, the "Investments" menu is your gateway to your investment portfolios. Here, you'll find two crucial features:

• The "All Investments" View: This is your default landing page, aggregating all transactions across your portfolios. It provides an overview of your investments and allows you to see performance summaries.
• Navigating Portfolios: Within the Investments menu, you'll see your existing portfolios displayed at the top of the screen. You can pin portfolios for quick access and use the dropdown menu for a visual overview.

Portfolio Types and Filtering

Clockwork Universe offers different types of portfolios to cater to your unique investment needs. These include:

• Fund Portfolios: Ideal for tracking investor positions, commitments, valuations, and more.
• Invest Portfolios: Designed for tracking qualitative and quantitative performance across your investments.
• Pipeline Portfolios: Tailored for organizing and monitoring prospective investments.

With our filtering options, you can effortlessly sort your investments by various criteria, including sectors, industries, and portfolio holdings. This level of granularity empowers you to manage your investments effectively.

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Creating and Managing Fund Portfolios

Our Fund Portfolios offer an array of features that make it easy to track your investments:

• Track investor positions and their commitments.
• Monitor pro-rata valuations in relation to the Fair Market Value of the portfolio.

With Fund Portfolios, you gain more control and insight into your investments, ensuring you're always making informed decisions.

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Investor Management Suite

Our Investor Management suite complements Fund Portfolios, allowing you to add investors, create transactions, and control what they can see. Here are the key features:

• Investor Summary Table: Get an aggregate view of Committed Capital, Capital Called, Number of Investors, Unfunded Commitment, Distributions, and Total Holding Value.
• Investors Table: Add investors and create specific transactions for each of them.
  
  

Managing your investors has never been easier.

Streamlining Operations

Clockwork Universe is designed to streamline your investment management operations:

• Share Settings: Control what sections your investors can access. Tailor the platform to your unique requirements.
• Preview As: Confirm what your investors see by viewing their accounts exactly as they see them. This feature helps troubleshoot any issues and ensures you're on the same page.

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With these tools, Clockwork Universe streamlines your investment operations, allowing you to focus on your portfolio's success.

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Clockwork Universe is your go-to platform for investment management. It offers a user-friendly experience, efficient organization, and robust tools to make your investment journey a success. We invite you to explore the Clockwork Universe and experience the future of investment management.

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