Clockwork

Family offices with meaningful private market allocations often wrestle with fragmented data spread across fund documents, capital call notices, portfolio company emails, and spreadsheets. Clockwork addresses this directly by building a platform that treats alternative investments as the primary asset class rather than an afterthought.

The platform unifies public and private investment tracking in one environment, with specific functionality built around the operational realities of private fund investing:

• Portfolio dashboard with dynamic feeds of quantitative and qualitative data across holdings and pipeline
• Automated email digests and alerts to surface relevant investment updates without manual inbox triage
• Transaction management at the holding, position, and portfolio level
• Investor management tools for permissioned reporting and LP communication tracking
• File indexing and document organization in a centralized, searchable repository
• Cash flow planning support for modeling capital calls and distributions across fund life cycles

Beyond software, Clockwork offers an optional analyst team that can take on due diligence, performance reporting, portfolio engagement, and investment operations support. This hybrid model positions the firm as an augmentation layer for lean investment offices that lack dedicated staff for private market administration. The firm also maintains its own deal flow pipeline across private credit, venture, and special opportunities, primarily focused on US and Latin American markets, which creates a conflict-of-interest consideration buyers should evaluate carefully.

Pricing is not publicly disclosed, and the platform appears primarily oriented toward US and LatAm-based investors. Family offices with exclusively public market portfolios or those requiring deep institutional-grade risk analytics will likely find the offering narrow. For investment teams actively managing a diverse alternatives book who want consolidated tracking, automated reporting, and optional operational support under one relationship, Clockwork is a focused choice worth evaluating.

• Centralize and track alternative investment portfolios across asset classes
• Automate portfolio monitoring with email digests and document alerts
• Manage LP investor communications and permissioned reporting
• Support due diligence and performance reporting via analyst team
• Plan and model cash flows for private fund commitments
• Organize and index investment documents and files

• Portfolio dashboard with dynamic quantitative and qualitative data feeds
• Automated email digests and investment update alerts
• Transaction management at transaction, holding, and portfolio level
• File indexing and centralized document repository
• Investor management with permissioned reporting and login access
• AI-powered suggested updates from unstructured inbox data
• Chrome extension for LinkedIn and Crunchbase data extraction
• Portfolio-centric chat environments for internal collaboration
• Dedicated analyst team for due diligence, reporting, and operations
• Cash flow planning support for capital calls and distributions

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Advisors / Wealth Advisors (RIA).

Email support available at [email protected]