Clockwork

Clockwork

Financial Services

Charlottesville, Virginia 2,036 followers

Private investment intelligence.

About us

Clockwork offers technology and services to streamline private investment portfolio monitoring, due diligence, and company financial management. We actively monitor portfolios for global private market investors across family offices, VC/PE funds, corporate & academic venture groups, individual angels, and other institutional investors.

Website
https://www.clockwork.app/
Industry
Financial Services
Company size
11-50 employees
Headquarters
Charlottesville, Virginia
Type
Privately Held
Founded
2016
Specialties
Portfolio Monitoring, Financial Technology, Investment Technology, Investor Reporting, Portfolio Management, Due Diligence, and Financial Management

Products

Locations

Employees at Clockwork

Updates

  • View organization page for Clockwork, graphic

    2,036 followers

    🔧📈 Infrastructure Investment Snapshot Explore the key trends and insights in infrastructure investment with our latest infographic. From private capital AUM growth to global fundraising dynamics, uncover how digitalization and decarbonization are shaping this investment class. Check out the full infographic now! Check out our complete resource library here: https://bit.ly/3wM32RY

  • Clockwork reposted this

    View profile for Cory Shea, graphic

    Founding Partner, Clockwork

    A quick reaction to yesterday's Howard Marks Memo, The Folly of Uncertainty: In this memo Marks asserts that the idea of absolute certainty is impossible. While his context is geopolitical, and then related to macroeconomics and broader markets, it's an applicable theme in the arena of private investing as well. Outcome bias speaks to the idea that a decision should not be judged by its outcome, but rather the quality of the decision at the time that it's made. In today's world, market sentiments swing wildly, marked by irrational behaviors and an ever present element of randomness. A successful investment might be a product of luck rather than skill, and a skillful and informed investment can often result in a loss. In private markets, I believe that this concept is particularly relevant, given the lack of real-time information and investment lifecycles that typically last the better part of a decade (at least). With these variables, I think the best way to measure decision quality is by conducting due diligence. Length and thoroughness can vary, but even the most succinct memo should a) articulate an investment thesis, and b) identify potential risks. With this effort, tracked throughout time, an investor can continue to evaluate these two pillars (thesis and risk) while navigating the inevitable uncertainty that accompanies macroeconomic climates and individual business trajectories. This way one can better evaluate if they were, as Marks says, "right for the right reason.” https://lnkd.in/eG5buqAE

    The Folly of Certainty

    oaktreecapital.com

  • View organization page for Clockwork, graphic

    2,036 followers

    How to Better Attract LatAm Investor Capital🌎💼 As global private equity and venture capital funds look to this growing market, understanding cultural nuances and developing local partnerships are key. Learn how to attract high-net-worth individuals and family offices from the region by navigating regulatory landscapes and offering tailored investment strategies: https://bit.ly/4f0gTFs

    How to Better Attract LatAm Investor Capital

    How to Better Attract LatAm Investor Capital

    https://blog.clockwork.app

  • View organization page for Clockwork, graphic

    2,036 followers

    🌎🔋 Innovator Spotlight: Revolutionizing EV Charging with OK2Charge Explore the world of electric vehicle (EV) charging with OK2Charge, a company offering innovative and efficient EV charging solutions designed to create a cleaner, healthier planet. Company Snapshot: 📍 Location: North and South America 🎂 Founded: 2021 🌐https://lnkd.in/etzQtHiE 🎊 Fun Fact: Their first clients were vacation home owners who caught local Uber drivers using their electricity! Read full article here: https://bit.ly/3ScU6MV Join them in creating a greener world, one charge at a time.  

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  • View organization page for Clockwork, graphic

    2,036 followers

    🏦 Strategies for SEC Compliance Navigating the U.S. Securities and Exchange Commission (SEC) regulations can be complex. Our latest article delves into what constitutes general solicitation, SEC rules, and best practices to avoid violations and ensure compliance. Stay informed and safeguard your capital-raising efforts. Check out the full article to understand how to strategically navigate these regulations: https://bit.ly/3W7T1ae

    Avoiding General Solicitation: Strategies for SEC Compliance

    Avoiding General Solicitation: Strategies for SEC Compliance

    https://blog.clockwork.app

  • View organization page for Clockwork, graphic

    2,036 followers

    🛠️ Introducing Our Latest Clockwork Tool: Private Investment Fee and Net Return Calculator Understanding private investment fees and returns is crucial for maximizing your investment performance. Our new calculator helps you analyze the financial implications of various fees and net returns associated with private investments. Get immediate insights into how these factors impact your overall returns and use these insights to make informed decisions and optimize your investment strategies. 👉 Try it out now: https://bit.ly/3Wgin74 Stay tuned for even more tools and resources, coming soon!

    Private Investment Fee and Net Return Calculator

    Private Investment Fee and Net Return Calculator

    https://blog.clockwork.app

  • View organization page for Clockwork, graphic

    2,036 followers

    A big thank you to Danielle Patterson and Family Office List for hosting us at yesterday's MasterClass! Our Founding Partners, Cory Shea and Alexander Goodman, had an amazing time sharing insights on private investment. We’re excited to continue these discussions and dive deeper into private investment strategies. If you have suggestions for future topics or want to join us for the next session, let us know in the comments below. 👇

    View profile for Danielle Patterson, graphic

    The plug to Family Office Partners 🔌. If you’re raising capital or a UHNWI building a legacy, Family Office List is #TechThatConnects 🎯

    Enjoy a sneak peek from yesterday's enlightening Family Office List MasterClass! 🌟 Cory Shea and Alexander Goodman, Founding Partners of Clockwork, unpacked the secrets of private investment, providing us with the crucial tools needed to capitalize on private investment opportunities. We explored in-depth topics such as: 🎯 Sourcing 🎯 Structuring 🎯 Due Diligence 🎯 Portfolio Monitoring 🎯 Investment Lifecycle Their insights are invaluable for any Family Office aiming to understand the motivations behind their investments and the impact they can create. The engagement was fantastic, and we got so carried away with the discussion that we didn't have time to cover everything planned. We're already planning a Private Investment Mechanics 2.0! If you're interested in part 2 or have other topics you'd like us to explore in upcoming MasterClasses, let us know in the comments below. 👇 #FamilyOfficeList #FamilyOfficeMasterClass #PrivateInvestmentMechanics #FamilyOfficeInvestors #FamilyOfficeCollaborations

  • View organization page for Clockwork, graphic

    2,036 followers

    June’s Monthly Private Market Intelligence Report is Out! 📊 Stay informed with our latest insights and trends in the private market sector. Download our report and start receiving it directly to your inbox: https://lnkd.in/eZiGJzGR In our June edition, explore crucial updates, including: 📉 Decline in Early-Stage Investments: A sharp decline in Q1 2024 with seed deals down by 33% and Series A deals dropping by 36%. 📊 Overall Stability in Fundraising: Despite economic fluctuations, Q1 2024 fundraising has remained stable with $16.3 billion raised across 1,064 rounds. 💡 Higher Rates & Private Equity: PE firms adapt to higher interest rates with innovative strategies including operational improvements and employee ownership programs. 💵 Attractiveness of Private Credit: Private credit continues to attract institutional investors due to its high returns and low volatility but faces risks due to market opacity and potential liquidity challenges. Stay ahead of the curve with our comprehensive monthly reports and drive your investment strategies forward.

    Download Private Market Intelligence

    Download Private Market Intelligence

    https://blog.clockwork.app

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