Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technologySubscription
Family-office technologyAlts operations and subscriptionsConsolidated reportingDocument and entity management
Clockwork
Private and alternative investment tracking platform for family offices, investment groups and individual investors
Charlottesville, VA, USFounded 2016clockwork.appNot yet confirmed by the company
What it does
Clockwork sells Clockwork Universe, a web platform for recording and monitoring private and alternative investments alongside public holdings. Its buyers are family offices, investment groups and individual investors, and it also markets a version for advisors and intermediaries who report to asset owners.
The software provides portfolio and pipeline dashboards, transaction-level tracking of performance, a central store for investment documents with file indexing and data extraction, scheduled email digests, and investor management with permissioned logins so stakeholders can see updates and files. A Claude connector (MCP) lets users query their portfolio in conversation. An in-house analyst team can take on due diligence, reporting and operational support.
Clockwork was founded in 2016 as a private investment due diligence shop and fully launched Universe in 2021. It lists offices in Charlottesville, New York, Mexico City and Montevideo. Plans (Individual, Pro, Organization) are quoted on request.
Best for
- Serves
- Family offices
Features
- Alternative investment portfolio dashboards
- Transaction and holding-level performance tracking
- Investment document storage with indexing and data extraction
- Deal pipeline tracking
- Stakeholder and LP reporting logins
- Scheduled email digests
- Outsourced analyst support
- Claude MCP connector
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Integrations
- Claude (Anthropic)
Coverage from The Daily Network
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