Centralize your alternative investments and better measure investment performance.
Elevate your private investment operations with a modern secure solution.
Impress asset owners with streamlined private investment management and reporting.
Solutions
Centralize your alternative investments and better measure investment performance.
Elevate your private investment operations with a modern secure solution.
Impress asset owners with streamlined private investment management and reporting.
Company
Charlottesville | NYC | Mexico City | Montevideo
Elevate your private investing journey
Discover Clockwork's pricing and plans
Select the best fit for your situation.
Compare features across plans
| Individual | Pro | Organization | |
|---|---|---|---|
| ACCOUNT SETTINGS | |||
Online Onboarding Scheduled calls with our Client Success Team to ensure smooth account setup | Yes | Dedicated Team | Dedicated Team |
Storage | 1GB | 2GB* | 10GB* |
Seats | 1* | 5* | 10* |
| INVESTMENT MANAGEMENT | |||
Investment Portfolios Create and manage your investment holdings in a secure dynamic portal | Unlimited | Unlimited | Unlimited |
Pipelines Track new potential investment opportunities | Unlimited | Unlimited | Unlimited |
Transactions Manage transaction level detail for investments and distributions | Unlimited | Unlimited | Unlimited |
Create and Share Updates Generate investment related updates and share with relevant stakeholders | Yes | Yes | Yes |
Create and Track Metrics Customize metrics to measure investment performance and track key indicators | Yes | Yes | Yes |
Intelligent File Organization Automated, organized file management for easy access | Yes | Yes | Yes |
Investment Solutions Team Support Rely on the Clockwork team for analyst support and more | - | - | Yes |
| COMMUNICATION AND COLLABORATION | |||
Clockwork Chat Integrated chat for real-time collaboration | - | Coming soon | - |
Inbound Suggested Updates Designated CW inbox to share data inputs with and automatically generate updates on your portfolio | - | Yes | Yes |
Third Party Access Grant secure access to service providers for reporting and document retrieval | Yes | Yes | Yes |
| CUSTOMIZATION AND BRANDING | |||
Custom Email Inboxes Personalized email inboxes within the platform for enhanced communication | - | Yes | Yes |
Custom Reporting Tailored portfolio reports provide precision on investment performance over time | - | - | Yes |
Branded Login Customize the login interface with your brand for a cohesive user experience | - | Yes | Yes |
White Labeling | - | - | Yes |
| STAKEHOLDER MANAGEMENT | |||
LP Portal and Stakeholder Management Investor portal accessible from your website to efficiently manage stakeholders | - | Yes | Yes |
Features labeled as ”Beta” don’t represent final functionality, and may be restricted to a higher plan in the future.
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Clients that trust Clockwork
Non-profit discounts
Eligible organizations can get discounts and additional onboarding assistance
Custom Implementations
Utilize our in-house technology team for custom solutions built on or integrated with Clockwork’s infrastructure.
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