Clockwork

What Clockwork does

Clockwork Universe, Inc. is a private SaaS investment management platform founded in 2016 and headquartered in Charlottesville, Virginia, with additional offices in New York City, Mexico City, and Montevideo. The company's flagship product, the Clockwork Universe platform, is a hosted AWS SaaS application that unifies private and public investments by integrating unstructured investment content (emails, documents, decks, updates) alongside structured transaction and performance data, AES-256 encrypted both in transit and at rest. Platform modules include portfolio dashboards, transaction management, files and content management with automated email digests, investor management with LP portals, custom investment metrics, an opportunity pipeline, and Clockwork Chat for real-time collaboration, supported by machine learning-driven document classification and data extraction. The company serves three primary segments (individual investors, family offices and investment groups, and advisors and intermediaries) via a three-tier subscription model (Individual, Pro, Organization) plus bespoke custom implementations and an Investment Analyst Support service that combines technology with human analyst augmentation. Revenue is generated through recurring monthly/annual subscriptions, with quote-based pricing not publicly disclosed, non-profit discounts, and a sales-led go-to-market anchored by a "Request a demo" conversion flow and bespoke onboarding for Organization clients. The company is founder-owned and bootstrapped, with no external funding rounds disclosed, operates across 7 cities and 6 languages with approximately 35 employees, and tracks $6B+ in client invested portfolio value across 7,000+ investments and 50,000+ transactions on the platform. In 2024, Clockwork formed Clockwork Capital as a complementary alternative investment advisory subsidiary focused on private credit, venture equity, and special opportunities.

Name

Clockwork

Legal name

Clockwork Universe, Inc.

Website

https://clockwork.app

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Clockwork is a bootstrapped SaaS investment management platform founded in 2016 that unifies private and public investment data, documents, and LP communications for individual investors, family offices, and advisors across the US and Latin America, monetized via tiered subscriptions and bespoke analyst services.

Ownership category

akta.pro rank

Product category

Investment Management Software

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Expense Tracking & Financial Dashboards (FSAGADAB)

Keywords

• Investment management software
• Portfolio monitoring platform
• Private investment tracking
• Alternative asset management
• Family office software

Headquarters

HQ city

Charlottesville

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Operations, Marketing or Sales

Revenue model

1. Subscription — Individual Plan: Subscription-based SaaS for individual investors. Includes unlimited portfolios, pipelines, transactions, and metrics tracking. Online onboarding with scheduled calls. 1GB storage, 1 seat. Custom email inboxes and branded login available on higher tiers.
2. Subscription — Pro Plan: Professional subscription for groups and offices. Includes all Individual features plus shared inbox for data imports, additional seats (5), custom email inboxes, branded login, LP portal and stakeholder management, inbound suggested updates, and dedicated onboarding team.
3. Subscription — Organization Plan: Custom reporting, tools, and services for organizations. Includes Clockwork Team Support, bespoke implementations, white labeling, and 10 seats. Includes custom reporting and dedicated team support for investment operations.
4. Professional Services — Custom Implementations: In-house technology team offers custom solutions built on or integrated with Clockwork's infrastructure. Non-profit discounts also available for eligible organizations.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Clockwork sells the Clockwork Universe SaaS platform, a hosted investment management solution that unifies public and private investments by combining investment content (emails, documents, decks, updates) with transaction and performance data. The platform provides portfolio dashboards, transaction management, file and content management, investor/LP portals, custom investment metrics, opportunity pipeline tracking, and real-time collaboration. It is delivered as a subscription-based service with Individual, Pro, and Organization tiers, supplemented by a dedicated investment analyst support team offering due diligence, performance reporting, portfolio engagement, and cash flow planning.

Product overview

Clockwork offers a unified investment management platform called Clockwork Universe, which combines technology and team support for private investors. The core platform is complemented by three product tiers (Individual, Pro, and Organization plans) and specialized solutions for different investor segments (individual investors, family offices, advisors). Key platform modules include Files and Content Management, Investment Management Dashboard, Investor Management, Clockwork Chat, Investment Metrics, and New Opportunities Pipeline. The company also provides a dedicated Investment Analyst Support team for due diligence, performance reporting, and portfolio engagement. In 2024, Clockwork Capital was formed as a complementary alternative investment advisory offering. The platform serves sophisticated global investors across family offices, groups, and individuals, with the Clockwork Orbit blog providing educational content on private markets and alternatives.

Differentiator

Problem solved

Functional benefit

Products and services

• Clockwork Universe Proprietary SaaS investment management platform that unifies public and private investments, enabling accurate tracking, management, and insight across asset types. Provides portfolio dashboards, transaction management, file organization, investor/LP management, custom investment metrics, opportunity pipeline tracking, and real-time collaboration via Clockwork Chat.
• Investment Analyst Support Dedicated analyst team providing due diligence, performance reporting, portfolio engagement, cash flow planning, investment operations, and governance and education services to augment investor offices without permanent headcount.
• Clockwork Capital Wholly-owned subsidiary offering alternative investment advisory services to private investors, with focus on private credit (Mexico, collateralized lending for risk-adjusted yields), venture and equity (US direct venture and private equity investments), and special opportunities (US/LatAm situational investments with hands-on execution).

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability2 records

Feature9 records

Scale indicators3 records

Recent moves9 records

Expansion highlights6 records

Broad incumbents

• iCapital: iCapital is a large alternatives platform connecting advisors and high-net-worth investors to private market funds, with tools for subscription, reporting, and portfolio monitoring — overlapping Clockwork's private markets and advisor intermediary use cases.
• Carta: Carta is a broad private market infrastructure platform spanning cap table, equity management, fund administration, and investor reporting — adjacent to Clockwork's portfolio monitoring and LP engagement, though focused more on cap table and fund admin.
• Orion Advisor Tech: Orion provides portfolio accounting, performance reporting, and advisor-facing technology — a broader incumbent whose alternatives and household-level reporting overlaps with Clockwork's dashboard and reporting functionality for advisors.
• FNZ: FNZ is a large-scale wealth management platform providing investment administration, reporting, and digital tools for advisors and asset owners — a broader incumbent with portfolio monitoring capabilities relevant to Clockwork's advisor intermediary segment.

Direct peers

• AngelList: AngelList operates private markets deal flow, SPV management, and investor syndication infrastructure — closely aligned with Clockwork's SPV support, opportunity tracker, and individual/angel investor workflows highlighted by the JHH VC testimonial.
• Juniper Square: Juniper Square provides investor management, LP portals, and fund administration for private fund managers and GPs — overlapping with Clockwork's investor management, LP portal, and reporting capabilities for VC and PE workflows.
• Altvia: Altvia provides investor relationship management, LP portals, and CRM solutions for alternative investment firms — directly comparable to Clockwork's investor management, LP portal, and stakeholder communication features.
• Addepar: Addepar is a portfolio management and analytics platform serving family offices, advisors, and institutional investors with alternatives and public-market holdings — directly comparable to Clockwork Universe for the family office and high-net-worth segment.

Emerging players

• Visible.vc: Visible.vc offers investor reporting, portfolio tracking, and update sharing for VC-backed startups and their investors — overlapping with Clockwork's portfolio dashboard, file organization, and weekly digest features for VC and angel investors.
• Eqvista: Eqvista provides cap table management, equity valuations, and compliance tooling for private companies and investors — partially overlapping with Clockwork's transaction tracking and private investment monitoring workflows.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/clockworkapp
• LinkedInlinkedin.com/company/clockworkapp

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Clockwork