Discover New Investment Opportunities
DESCRIPTION
This feature is designed to empower investors with a comprehensive tool to discover, track, and manage potential investments for current or future consideration.
Key Benefits
Opportunities Pipeline: Discover and track potential investments.
Investment Profiles: Monitor prospective investments in a centralized location where all relevant files and information can be stored.
Custom Pipelines: Create customized pipelines for different investment stages—from initial interest to final due diligence.
Explore & Share: Expand your inbound deal flow by sharing opportunities with your co-investor networks.
Advanced Search: Filter and find investments that match your goals.
Use Cases
Individual Investors
For individual investors, the Discover feature allows you to easily track and manage investment opportunities across different stages. From initial interest to due diligence, you can keep all information organized and accessible, making it easier to move quickly on promising investments.
Family Offices
Family offices can benefit from the Discover feature by centralizing their investment opportunities in one place. This facilitates collaboration among family members and advisors, ensuring that all potential investments are evaluated thoroughly and efficiently.
Funds
For fund managers, the Discover feature offers a powerful tool to streamline deal flow management. It enables you to maintain a clear view of all potential investments and ensures that every opportunity is tracked and evaluated in a structured manner.
Available Plans
You’ll gain access to this feature in the following plans:
| Individual | Pro | Organization |
 | | |
Comparison
| Feature | Other Platforms | Clockwork |
| Opportunities Pipeline | X | |
| Investments Profile | X | |
| Advanced Search & Filtering | X | |
| Shareability | X | |
