Charlottesville | NYC | Mexico City | Montevideo
The operating record your investment office runs on.
Holdings, commitments, capital calls, documents, and investor reporting across every entity and vehicle, in one permissioned record. Use it from the app, from Claude, or have our team keep it current.
Claude
9.84%
Open in Universe
Your real position lives in GP portals, custodian statements, an inbox full of capital call notices, and a spreadsheet one analyst understands. Every quarter, someone rebuilds it by hand, and by the time it is done it is already stale.
One record for the whole operating year
Portfolio and performance
Every asset class and entity in one book. IRR, MOIC, DPI, and TVPI at the transaction, holding, and portfolio level. Saved views and portfolios your team shares.
Documents and updates
Statements, K-1s, and company updates filed to the holding they belong to. Scheduled digests and alerts so nothing sits unread.
Investor accessInvestors and reporting
Permissioned logins for LPs, co-investors, and family members. Commitments and communications tracked per investor across funds and vehicles.
Built for offices like yours
Family offices and groups
Every entity, every family member's view, and the private holdings a custodian cannot see.
Funds, syndicates, and SPV managers
Portfolio monitoring, company updates, and LP reporting from the same record.
Advisors and intermediaries
Consolidated reporting for each client, with each client seeing only what is theirs.
Your team asks. The record answers.
Connect Claude and anyone in your office can ask what is due this quarter, how a manager is tracking, or where the book is concentrated. Every request runs under that person's identity and group, and every change waits for their approval.
Run it yourself, or have us run it
Some offices run Clockwork with their own team. Others hand us the work. Our analysts can own any part of it.
Due diligence- Performance reporting
- Portfolio engagement
- Cash flow planning
- Investment operations
- Governance and education
Security and permissions
Group-scoped access
Each entity, team, and client sees only its own records.
Role-based permissions
Access follows each person's role, in the app and through Claude alike.
Approval before changes
AI-assisted edits are shown to the person first and run only when they confirm.
"Working with Clockwork provides our team with easy, centralized access to key data and updates from our portfolio companies, and features like alerts and the weekly digest help us better stay on top of our private investments."
"Clockwork is the engine that powers our SPVs. They have built an excellent platform that makes life easy for us internally, and more importantly our syndicate investors are thrilled."
"Clockwork has helped us put portfolio monitoring and operations on auto-pilot so we can focus on what matters most, while company updates and consolidated LP reporting are handled seamlessly."
See your office in Clockwork.
We will walk through your actual structure, entities, and workflows, not a generic demo.
Request a demo