Charlottesville | NYC | Mexico City | Montevideo
Everything you own, in one place. Ask it anything.
Clockwork brings your funds, angel deals, SPVs, real estate, and brokerage accounts into one structured record. Then you ask it how you are doing, in plain English, from Claude or on screen.
How you use it
Get it in
Upload statements and subscription documents, or forward capital calls and fund updates to your Clockwork inbox. Each one lands on the holding it belongs to.
See where you stand
Total invested, carrying value, and distributions, with IRR, MOIC, DPI, and TVPI computed for you. Public and private, together.
Ask
Connect Claude and ask what you would ask an analyst: what is due this quarter, how your healthcare deals are doing, where you are over-exposed. Or open the screen when a screen is better.
If someone else keeps your records, an analyst, a controller, a family office, Clockwork runs the whole office. See how organizations use Clockwork
What you can ask
Clockwork knows what a capital call, an unfunded commitment, a SAFE, and a vintage are. So your questions get investment answers, not keyword matches.
The AI never sees more than you do.
Same account, same access
Claude connects to your Clockwork account and works within your permissions. Nothing extra is granted.
You approve every change
Claude summarizes anything it would create or edit, and nothing is written until you confirm.
A record, not a chat history
Your answers come from structured holdings and transactions, with the files they were recorded from attached.
"As a small check angel investor who is a member of multiple groups, I knew that I would be managing multiple investments across multiple platforms... Essentially Clockwork is helping me become my own fund manager."
Prefer not to do it yourself?
Our analyst team can keep your record current for you, from collecting statements to reconciling capital calls.
Frequently asked questions
Running an investment office?
Clockwork is the operating record for family offices, funds, and advisors, with a team that can run it for you.
See Clockwork for organizations