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πŸŒ… Getting Started: Clockwork Universe for Founders
πŸŒ… Getting Started: Clockwork Universe for Founders

Your quick-hit companion guide to getting up and running quickly in Clockwork Universe

Celeste avatar
Written by Celeste
Updated over a week ago

New to Clockwork Universe? Welcome aboard! We're here to help you make the most out of what Universe has to offer.

Our hope is for you to come away with a sense that your time spent with Clockwork Universe left you, your business, and your investor relationships better off than when you arrived. A few things we'd hope to achieve together:

1) Find your flow with investor relations

Even when not actively fundraising, you can unlock meaningful collaboration with your investors to promote the success of your business.

2) Build better communication habits and consistency

Communicate frequently, and send a formal update letter to your investor base at least quarterly. You can supplement these reports with briefs, informal updates, and press releases on an as-needed basis to keep your investors in the loop.

3) Master the investor update

Dividing your update into smaller, topic-based segments will make your letter more approachable. Ideally, the structure should get consistent over time.

4) Explore the opportunities of a multi-channel, real-time approach

There's no 'one size fits all' reporting style with Clockwork Universe. We've created tools so you can communicate naturally with your investors. Integrate your apps. Control access to real-time information. Create a smooth data flow for your investors. Fostering honesty and transparency leads to precise and impactful founder-investor collaboration.

5) Discover new value (and enjoyment) in your investor relationships

Investor relations are a natural and supportive process to your regular business reflection practice. Assessing your business's strengths and challenges more closely, and communicating about them openly, will open up new pathways.

Watch our Founder Introduction video to learn how to set up your account for success:

Onboarding Goals to Becoming a Universe Allstar

Below is a brief list of what we would consider the most important skills to master as a Founder user of Clockwork Universe.

The following guides are intended to help you achieve these goals with ease:

Where to Find More Support

Our team is here and ready to support your needs at every turn. Here are a few of the best ways to reach us:

Help Desk

Our Support Center is intended to have all the answers you need to navigate through the wealth of features, tools, settings, and tricks of Clockwork Universe. The article base is divided into four core sections:

  • Getting Started – a place to explore the immediate basics of Clockwork Universe

  • Account & Security – understanding your account, access, and technicals

  • Founder Resources – content to support your investor relations as a Founder user

  • Investor Resources – supporting your portfolio monitoring as an Investor user

  • Fund Manager Resources – aligning LP relations and portfolio monitoring needs as a Fund Manager user


Need to talk to someone? Click on the Need Help? button in the lefthand gutter menu anywhere within the app to access our Intercom tool.

Here you can find page-specific help content, links to our support center and top help articles, and, most importantly, the ability to directly message our support team with any questions you may have. Please allow some time for us to respond, but rest-assured we will get back to you with the right answers so you can get back into your journey within Clockwork Universe.

Onboarding Video Library

Our team uses Loom to record helpful onboarding videos and product tours. These videos can be found embedded at the tops of individual help articles in the Support Center, however you can also access the full and complete video tutorial library directly on our Clockwork Universe Loom site.

Email Us

Email any member of our team and we'll point you in the right direction.

Frequently Asked Questions

A selection of the most common questions we receive from new Founder users:

What's the difference between a User and a Group?

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