Welcome to your new Clockwork Universe sponsored account!
The purpose of our Limited Partner accounts is to streamline communications between general and limited partners through an investor portal.
With an LP sponsored account you can:
Check updates that your GP has shared with you.
Download important fund documents such as Capital Statements or K-1s
Take a look at your GP's fund composition as well as your participation in it.
Keep track of capital calls, distributions and the pro-rata valuation of your participation in the fund.
Once you receive access to your LP sponsored account you can use the following guide to learn more about the different sections of the platform.
Invitation to the Platform
You will receive an invite to the platform just like the one below. Please click the Take me to Clockwork Universe button and follow the steps to create your user and password. After completing the sign up process you will log in directly to your LP sponsored account.
Note on tokens: Invitations to the platform use a one time security token to make sure that only one account is created per invitation. This token has a two week duration and will expire after that time period. If your token has expired please get in touch with your fund manager, or get in touch with our team so we can re-send the invitation. email@example.com.
The dashboard in Clockwork Universe is the place to see a general picture of your activity.
Use the dropdown menu at the top right corner to choose between the different funds you have a participation in. The dashboard will display the information associated to the fund that is selected in this menu.
This section is dedicated to show you all the information related to your particular investments. In this section you will be able to see metrics such as:
Pro-Rata Holding Value
Note: Please keep in mind that the Fund Manager can turn on or off any piece of information across all of your LP account. If you see that some of the information displayed in this document is missing in your account, please get in touch with your Fund Manager.
Aggregate Individual Summary / Aggregate Fund Summary
In this section you can see a summary of the fund that you are currently displaying in the dashboard. By clicking on the toggle button at the top right corner you can also choose to display a summary of your participation in the fund. Please keep in mind that different sections can aslo be turned on or off depending on what makes sense to the GP.
Here you will be able to see any documents that have been shared with you by the GP, or any company updates that have been forwarded to you by the GP. This will display information in cronological order and you can use the Search By function to filter by update type.
My Investor Profile
In your investor profile you will be able to see the general contact information that the GP added to your profile when creating your LP account. You can add or modify any of the information displayed here to update your contact details. To do so, click on Edit Profile and then go to Additional Information to edit or add your contact details, social media and location.
You will also see two tables displaying your investments sorted by Investment Vehicle or by Fund. Keep in mind that only the information that your GP wants to share with you will be displayed in this section, just as in the Capital Statement section in the dashboard.
The Fund Holdings tab will display all of the companies that are contained in any funds where you have a participation in. Here you are able to click on the different company cards to see general information about each of the companies. By clicking on the company cards you can also use it as a filter to see any updates that have been shared with you and are related to the company.
The Funds page is the place to see all of the funds that you have participated in through the GP. You can click on any of the funds to dive deeper and even see the fund distribution across all of the companies contained in the fund. You will find the toggle button to switch between your Individual Fund Summary and the general Fund Summary.
If you scroll down in the Funds tab, you will also find a running feed of any updates that have been shared with you through the fund itself, or through any of the companies contained in the fund. You can use the Filters option at the top right to sort the updates by type or by tags.
Use the Files tab to see all of the documents that have been shared with you. Files that have been shared with you as update attachments will aslo be displayed here for you to download. You can use the preview function to display the files, or you can download them to your desktop.
If you click in any of the file cards, you will see some additional general information displayed on the right such as File Size, Upload Date, and the update where the file is contained.
To learn more about the files menu, make sure to take a look at our other documentation on everything you need to know about using the files menu in Clockwork Universe.
Get in Touch
LP accounts are a way for GPs to give an investor portal landing page to their Limited Partners and mantain communication with them during the lifecycle of the fund. If you have any private investments that you would like to onboard to Clockwork Universe and get the full functionality of the platform, please make sure to get in touch with our team!
For any questions please get in touch with our team through the Intercom chat or send us an email at firstname.lastname@example.org. Or take a look at our full LP User Guide attached below.