Elevate your private investing

Modern technology for private investment management

Image of Universe components which represent preformance graph

The most flexible portfolio operations platform

  • check icon

    Centralize all your private investment data

  • check icon

    Monitor key information for a comprehensive understanding of your investments

  • check icon

    Streamline and professionalize your portfolio reporting

Clockwork Universe Logo

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

Screenshot of the Investment Management
Clockwork Universe Logo

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

Screenshot of the Files and Content
Clockwork Universe Logo

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

Screenshot of the New Opportunities
Clockwork Universe Logo


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

Screenshot of the Chat

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.

hosting icon

Hosted securely on AWS

Universe is hosted with AWS using all their best practices and security policies.

folder shield icon

Data encryption

All data in Universe is AES-256bit encrypted, both in transit and at rest.

shield circuit icon

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

$150per month *

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
$550per month *

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
Contact Us 

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

Frequently asked questions

Ready to modernize your investment operations? Speak with our team today.