Elevate your private investing

Modern technology for private investment management

Get Started
Elevate your private investing
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Investment
Management

Portfolio Dashboard
Performance Measurement
Transaction Management
Files and Content
Clockwork Universe Logo

Files and Content

Data Collection
Automated Email Digests
Reporting
Clockwork Universe Logo

New Opportunities

Investment Profiles
Opportunities Pipeline
Explore & Share
Chat
Clockwork Universe Logo

Chat

Chat with other investors
Stay on top of your investments

Protecting Your Data, Building Trust with Robust Security

Security and compliance are our top priorities at Clockwork. Period. The security of our clients’ information is pivotal to our goal of providing unmatched service, which starts with our clients trusting our platform and feeling comfortable sharing their data. Our team is committed to the continuous evolution of security for threats today, and in the future, to ensure Universe continues to provide the best-in-class experience for our users.
Hosted securely on AWS
Hosted securely on AWS
Data encryption
Data encryption
Security minded development
Security minded development

Pricing and Plans

Choose the plan that suits you best
$150
per month *
Basic plan
For individual investors looking to level up tracking and operations.
Online Onboarding
1 Investment Portfolio
1 Pipeline
Storage: 500 MB
1 Seat
Create and Share Updates
Create and Track Metrics
Clockwork Chat
Email & Chat Support
$550
per month *
Starting price when billed annually
Pro plan
For investors that are looking to professionalize, analyze, and grow.
Online Onboarding
5 Investment Portfolios
5 Pipelines
Storage: 2 GB *
Additional storage upgrades are available
5 Seats *
Additional seats are available
Create and Share Updates
Create and Track Metrics
Clockwork Chat
Email & Chat Support
Custom Email Inboxes
Contact Us
Organization plan
For organizations with stakeholders to report to and investments to manage. Custom pricing to meet your needs.
Dedicated Team Onboarding
Investment Portfolios
Pipelines
Storage: 10 GB *
Additional storage upgrades are available
10 Seats *
Additional seats are available
Create and Share Updates
Create and Track Metrics
Clockwork Chat
Dedicated Team Support
Custom Email Inboxes
LP Portal and Management
Custom Quarterly Reporting
Branded Login
White Labeling
$150
per month *
Basic plan
For individual investors with looking to level up tracking and operations
Online Onboarding
1 Investment Portfoilo
1 Pipeline
Storage: 500 MB
1 Seat
Create and Share Updates
Create and Track Metrics
Clockwork Chat
Email & Chat Support
$550
per month *
Pro plan
For investors that are looking to professionalize, analyze, and grow.
Online Onboarding
5 Investment Portfoilos
5 Pipelines
Storage: 2 GB *
5 Seats *
Create and Share Updates
Create and Track Metrics
Clockwork Chat
Email & Chat Support
Custom Email Inboxes
Contact Us
Organization plan
For organizations with stakeholders to report to and investments to manage. Custom pricing to meet your needs.
Dedicated Team Onboarding
Investment Portfoilos
Pipelines
Storage: 10 GB *
10 Seats *
Create and Share Updates
Create and Track Metrics
Clockwork Chat
Dedicated Team Support
Custom Email Inboxes
LP Portal and Management
Branded Login
White Labeling

Frequently Asked Questions

Is onboarding difficult?

Absolutely not! Our system is built to limit the hassle and complication of onboarding, with bulk uploading a setup wizard to make it easy. Plus our team is here to guide you to make sure you are up to speed in no time.

Can I access your team for added support?

Yes! Our client success and investment teams can help you where needed to augment your operations further, with expanded reporting, hands-on portfolio company engagement, due diligence, and more.

Is Clockwork Universe compatible with my existing operations?

We pride ourselves on our platform’s interoperability — whether through integrated third party apps, or fully managed accounts. We’ll work with you to connect the other systems and processes you’re currently using.

Is my data secure?

Security and compliance are our top priorities at Clockwork. Period. The security of our clients’ information is pivotal to our goal of providing unmatched service, which starts with our clients trusting our platform and feeling comfortable sharing their data. Our team is committed to the continuous evolution of security for threats today, and in the future, to ensure Universe continues to provide the best-in-class experience for our users.

How does data get into the platform?

We make data collection as streamlined as possible - you, your team and your portfolio companies can send us any kind of data in whatever format, and we'll take it from there; or you can upload it directly with our data importing tools.