1. Introduction to Clockwork Universe
Clockwork Universe is designed to give you clarity and control over your investments.
With the platform, you can:
View all of your active investments in one place.
Track holdings and related details.
Upload and access relevant documents.
Keep an organized history of updates and transactions.
Generate insights and reporting views to understand how your investments are performing over time.
2. Accessing the Platform
Access to Clockwork Universe is provided through an email invitation.
To get started:
Open the invitation email sent by Celeste from Clockwork Universe.
Click the access link.
Set up your credentials (email and password).
Log in to the platform with your new credentials.
3. Investments Page
The Investments page is where you can organize and manage your information inside Clockwork Universe.
What you’ll find:
This section provides a clear space to view all of your investments once they are added.
Each investment is displayed in a transaction-style format, showing key information such as the investment name, type, amount invested, carrying value, and current status.
You can also tailor the way your investments are displayed by applying custom filters and views, making it easier to focus on the details that matter most to you.
What you can do:
From here, you can add new investments and holdings (companies or assets), track detailed information such as company name, invested amount, dates, and performance metrics, and upload supporting documents like K-1s, contracts, or financial reports.
💡 Tip: Start by adding your first investment and exploring the filter options to customize how your portfolio is displayed. This ensures your view is always aligned with your reporting needs.
4. Explorer Page
The Explorer Page is a separate section in the left-hand menu.
What you’ll find:
Allows you to navigate your investments in a structured way.
Provides an alternative view to the Investments tab for exploring how your information is organized.
What you can do:
Review relationships between companies, funds, and investment structures.
Quickly access information for a specific entity.
5. Content Manager
The Content Manager is where you can centralize all your investment-related documents and keep them securely organized.
What you’ll find:
This section allows you to upload and store key files such as contracts, K-1s, financial reports, and other supporting documents. All documents are stored securely and can be accessed by the right members of your team or stakeholders.
You can also filter documents by type or category to quickly locate what you need, or create custom views that adapt to your specific workflow, making document management more efficient.
What you can do:
Upload and organize investment-related documents.
Apply filters or create views that match your reporting or compliance needs.
Manage access to ensure sensitive files are available only to the right people.
Tips
💡 Double click to make quick edits in-table so you can update content without switching screens.
💡 Keep file names consistent so documents are easy to search and identify.
💡 Review and update permissions to ensure the right users have access at the right level
Updates
The Updates tab keeps your investment records current.
What you can do:
Upload transactions or recent movements.
Record changes in value for holdings or investments.
Confirm and save updates securely.
6. Group Settings & User Management
The Group Settings section allows you to manage your organization’s setup and keep everything aligned with your team’s needs.
What you can do:
Add new users to your group so they can collaborate within the platform.
Organize users into lists, making it easier to share information or updates with specific subsets of your team or stakeholders.
Customize your group identity by updating the group name or avatar.
💡 Tip: This is especially useful for teams managing multiple stakeholders or family members.
Use lists to segment communication — for example, by investment, fund, or client type — so you can keep information organized and relevant.
7. Recommendations
Prepare your documents (e.g., K-1s, contracts) before uploading.
Keep your browser and Clockwork Universe up to date to avoid issues.
8. Help & Support
Need more information or have questions? Don’t hesitate to reach out to our team via our support email or through our Intercom chat
Learn more in our Help Center