Clockwork

Clockwork is a digital investment office for individuals, family offices, funds, and their advisors.

Connect it to work with your portfolio directly in your AI: look up holdings and funds, review commitments, capital calls, distributions, and fees, pull performance metrics including IRR, MOIC, DPI, and TVPI, and read the notes, statements, and documents attached to each position. Your AI can also write back, logging a new investment, recording a distribution, creating a company profile, tagging holdings, and building saved portfolios and views. More