Elevate your private investing
Modern technology for private investment management
The most flexible portfolio operations platform
Centralize all your private investment data
Monitor key information for a comprehensive understanding of your investments
Streamline and professionalize your portfolio reporting
Investment Management
Accurate and precise control of your private investments
Portfolio Dashboard
Monitor investment and pipeline portfolios with dynamic update feeds
Performance Measurement
Track investment metrics across portfolios, holdings, and transactions
Transaction Management
Organize and analyze transaction-level detail for valuable insights
Files and Content
Organize your investment documents and files in a centralized secure location
Data Collection
Find what you`re looking for quickly with file indexing and analysis
Automated Email Digests
Stay informed in your inbox with scheduled summaries and alerts
Reporting
Better measure performance and monitor information with reporting outputs
New Opportunities
Discover and track new potential investments
Investment Profiles
Monitor prospective investments with file and information storage, and custom tagging
Opportunities Pipeline
Organize opportunities for current and future consideration, with easy search and filtering
Explore & Share
Share opportunities among co-investor networks and expand inbound deal flow
Chat
Connect and Collaborate in Real-Time
Chat with other investors
Converse about shared investments, new deals, and more with known investors
Stay on top of your investments
Engage your portfolio companies, fund managers and operators
Protecting Your Data, Building Trust with Robust Security
Security and compliance are our top priorities at Clockwork. Period. The security of our clients’ information is pivotal to our goal of providing unmatched service, which starts with our clients trusting our platform and feeling comfortable sharing their data. Our team is committed to the continuous evolution of security for threats today, and in the future, to ensure Universe continues to provide the best-in-class experience for our users.
Hosted securely on AWS
Universe is hosted with AWS using all their best practices and security policies.
Data encryption
All data in Universe is AES-256bit encrypted, both in transit and at rest.
Security minded development
Platform development uses industry best practices along with monitored, up to date, open-source libraries.
We understand how important the privacy and protection of your data is to your team’s success. We are happy to discuss Universe’s security and safety measures in more detail to give you peace of mind. Get in touch with our team to talk.
Pricing and Plans
Choose the plan that suits you best
Basic plan
For individual investors with looking to level up tracking and operations.
- Online Onboarding
- 1 Investment Portfolio
- 1 Pipeline
- Storage: 500 MB
- 1 Seat
- Create and Share Updates
- Create and Track Metrics
- Clockwork Chat
- Email & Chat Support
Pro plan
For investors that are looking to professionalize, analyze, and grow.
- Online Onboarding
- 5 Investment Portfolios
- 5 Pipelines
- Storage: 2 GB *
- 5 Seats *
- Create and Share Updates
- Create and Track Metrics
- Clockwork Chat
- Email & Chat Support
- Custom Email Inboxes
Organization plan
For organizations with stakeholders to report to and investments to manage.
- Dedicated Team Onboarding
- Investment Portfolios
- Pipelines
- Storage: 10 GB *
- 10 Seats *
- Create and Share Updates
- Create and Track Metrics
- Clockwork Chat
- Email & Chat Support
- Custom Email Inboxes
- Custom Quarterly Reporting
- LP Portal and Management
- Branded Login
- White Labeling
- Custom pricing to meet your needs