Clockwork
Clockwork’s private investment management platform powers investors to centrally track alternatives and everything else. Our technology and team approach integrates investment content, email and documents alongside transaction data and siloed private information sources. With a focus on private alternatives as the most challenging investments to monitor, we cover all asset classes to address a large, growing need in global capital markets. Today, Clockwork provides investors with real-time, consolidated views of $6B+ of invested portfolio value across 7,000+ investments and 50,000+ transactions.
Have a question regarding Clockwork?
Contact Clockwork directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
What sets Clockwork apart?
“Alternative investments are a must for the modern investor’s asset allocation. While often a complex and opaque space, Clockwork helps investors navigate the chaos and make better investment decisions.”
Cory Shea
Product
Get an overview of what Clockwork does.
Main Tasks
- Consolidated Reporting,
- Data Aggregation,
- Digital Due Diligence,
-
Investment platform
Top features
- Digital Excellence,
- Custom Reports
Assets supported
- Art & Collectibles
- Bankable or Financial Assets & Funds
- Cash & Equivalents
- Direct Private Equity
- Equities
- Fixed Income
- Gold & Precious Metals
- Hedge Funds
- Infrastructure
- Lifestyle Assets & Rare Collectibles
- Private Debt
- Private Equity
- Private Equity & Direct Investments
- Private Equity Funds
- Real Estate
- Venture Capital
Whitelabel
- Yes
Type Of Software
- SAAS,
- Serviced software
Integrations
- Xero,
- Quickbooks
Mobile App
- No
Type of data
- Transaction level
Accuracy
- We provide systems integrations, as well as data ingestion processes, and team review/support.
Custodians
- 1
Time to new custodian
- 2 weeks
Multi-currency
- Based on holding/position data
Rates
- We charge a flat fee based on the use of the technology platform, with team support and/or investment services added to the top of any tier:
- – Individual investor tiers start at $150 per month,
- – Pro group tiers start at $550 per month,
- – Org tiers are variable but start at $1,000 per month.
- Services and support range considerably based on client needs.
Regulated
- No
Cost structure
- Feature-based,
- Data-based (per data feed integrated),
- Flat fee,
- Other
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
- 11-50
Founded
- 2016
Locations
- Charlottesville,
- Montevideo and
- Mexico City
Top 5 Markets
- United States of America
Total AUM
- $6 Billion
Ownership
- Key staff also have ownership,
- Clients are also owners
Focus
- Single-family offices
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs),
- Fund managers
Keller Enterprises / Arrochar Investments / Acacia Capital / Ascend Capital Management / Blue Venture Investors / JHH VC / City Different Investments / Mattock Capital / Moses Gate Holdings / Alert Venture Fund
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What clients say
"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.”
Moses Gate Holdings
Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone,
Dedicated contact
Pricing of support
Based on SLA,
Free support
Onboarding
2 - 4 weeks
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