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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Clockwork Universe serves as a digital investment hub for private markets, aggregating a variety of alternative investments such as private equity, venture capital, direct private transactions, operating companies, syndicate or SPV deals, real estate, public equities, cash holdings, collectibles, and more within one comprehensive platform. The platform enhances portfolio oversight through a dynamic dashboard that integrates both quantitative and qualitative insights, managing transactions at individual holdings and portfolio levels, tracking opportunities with investment profiles, and organizing pipelines with tagging while offering custom metrics for each holding alongside overall portfolio performance metrics. Among its innovative features are Suggested Updates, which leverage AI to extract valuable insights from unstructured inbox information, a Chrome extension facilitating effortless data capture from sources like LinkedIn and Crunchbase, and a chat function tailored for portfolio collaboration that fosters focused discussions around investments. Additionally, this platform not only streamlines data management but also empowers investors with tools that enhance decision-making and strategic planning.

Description

For two years, Syndicate Room dedicated itself to indexing and analyzing the startup ecosystem, leading to invaluable insights into its dynamics. Access EIS utilizes a methodology derived from this comprehensive data, focusing on strategies such as co-investing, diversification, and early participation, all aimed at minimizing risk while maximizing opportunities in deal flow to make startup investment straightforward and approachable, particularly for newcomers. Our findings indicate that maintaining a diverse portfolio of at least 50 companies significantly increases the likelihood of mirroring market growth while reducing potential risks. We curate a portfolio comprised of over 50 promising startups spanning various industry sectors. Thanks to our extensive network of super angels, we gain early access to the finest deals available. Tax relief benefits apply to the fiscal year in which shares are issued and can even be claimed for the previous tax year. Furthermore, our Biannual Highlights Review provides subscribers with the latest updates on the performance of our portfolio startups, detailed insights into specific companies, and a spotlight on our top 30 performers, ensuring investors stay well-informed about their investments. This commitment to transparency and portfolio management is what sets us apart in the industry.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Carta Yes 
Charles Schwab Yes 
Crunchbase Yes 
Docusign Yes 
Dropbox Yes 
Gmail Yes 
Google Chrome Yes 
Google Drive Yes 
LinkedIn Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
SS&C Advent Yes 
Sei Yes 
Shareworks Yes 
eFront Yes 

Integrations

Carta No 
Charles Schwab No 
Crunchbase No 
Docusign No 
Dropbox No 
Gmail No 
Google Chrome No 
Google Drive No 
LinkedIn No 
Microsoft Excel No 
Microsoft Outlook No 
QuickBooks Online No 
SS&C Advent No 
Sei No 
Shareworks No 
eFront No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Clockwork

Founded

2016

Country

United States

Website

www.clockwork.app/

Vendor Details

Company Name

SyndicateRoom

Founded

2012

Country

United Kingdom

Website

www.syndicateroom.com

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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5.0 out of 5 stars