Elevate your private investing

Modern technology for private investment management

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The most flexible portfolio operations platform

Streamlined portfolio reporting
Centralized investment data
Comprehensive performance measurement
Secure data management

Our platform customized for you

We offer a variety of features that will help increase your productivity and simplify your private investment management.

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Investment management
Accurate and precise control of your private investments.
  1. Portfolio Dashboard: Monitor investment and pipeline portfolios with dynamic update feeds.

  2. Performance measurement: Track investment metrics across portfolios, holdings, and transactions.

  3. Transaction management: Organize and analyze transaction-level detail for valuable insights.

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Files and content
Organize your investment documents and files in a centralized secure location.
  1. Data collection: Find what you're looking for quickly with file indexing and analysis.

  2. Automated email digests: Stay informed in your inbox with scheduled summaries and alerts.

  3. Reporting: Better measure performance and monitor information with reporting outputs.

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New opportunities
Discover and track new potential investments.
  1. Investment profiles: Monitor prospective investments with file and information storage, and custom tagging.

  2. Opportunities pipeline: Organize opportunities for current and future consideration, with easy search and filtering.

  3. Explore & share: Share opportunities among co-investor networks and expand inbound deal flow.

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Chat
Connect and collaborate in real-time.
  1. Chat with other investors: Converse about shared investments, new deals, and more with known investors.

  2. Stay on top of your investments: Engage your portfolio companies, fund managers and operators.

Protecting your data, building trust with robust security
Security and compliance are top priorities at Clockwork. We are committed to continuously evolving our security to safeguard client data and ensure users can trust and feel comfortable using our platform.
Data privacy is vital. We're happy to discuss Universe's security measures. Contact us anytime.
Hosted securely on AWS
Universe is hosted with AWS using all their best practices and security policies.

Frequently Asked Questions

What does onboarding entail?
How does data get into the platform? Is Clockwork Universe compatible with my existing operations?
Can I access your team for added support?
Can I export data from Clockwork Universe for analysis outside the platform?