How the AI Works
Unlimited.ai is the first AI-native orchestration system for alternative investments. That means AI isn't a plugin—it's the core of the platform. From document parsing to real-time Q&A, artificial intelligence powers every layer of our user experience. But we don't expect our users to be technologists. This guide explains, in clear terms, how our AI works to help you get more from your data—accurately, securely, and intuitively.
Purpose-Built for Private Markets
The documents and workflows that govern alternative investments—LPAs, capital calls, K-1s, and bespoke fund updates—are unstructured, inconsistent, and often highly complex. Traditional systems struggle with them. Unlimited.ai doesn't.
We've engineered our AI system specifically for the nuances of alternative asset documentation using specialized prompts and domain knowledge. Our system understands:
• Legal clauses across fund structures
• Financial schedules and capital tables
• Term sheet conventions
• Irregular formats from dozens of fund managers and intermediaries
This is not generic language processing—it's a domain-specialized architecture, built for the real-world chaos of private markets using advanced LLMs with private market expertise.
What the AI Actually Does
Unlimited.ai uses artificial intelligence to perform a series of functions that normally require hours of manual review and spreadsheet work:
• Document Parsing: Understands and extracts structured data from PDF documents—including call amounts, distribution dates, GP terms, IRRs, and investor-level details using Azure Document Intelligence
• Classification: Automatically identifies the type of document (e.g., capital call, quarterly update, subscription agreement, K-1) and assigns it to the right investment and entity
• Summarization: Translates long-form PDFs into concise, plain-language summaries, highlighting key updates, dates, and actions
• Natural Language Q&A: Allows you to ask the system questions in plain English—like "What is my total exposure to Fund V?"—and receive direct answers with citations to supporting documents using RAG (Retrieval-Augmented Generation)
• Cross-Document Inference: Compares and connects information across your entire portfolio—for example, benchmarking carry rates across vintages or identifying liquidity schedules
• Vector Search: Uses semantic embeddings to find relevant documents and content across your portfolio
No Templates. No Rules-Based Systems.
Unlike legacy solutions that depend on rigid templates or manual tagging, Unlimited.ai is powered by semantic intelligence:
• We don't need documents to be formatted a certain way
• We don't require per-manager integrations to understand new files
• Our models interpret structure even when it's inconsistent or buried in footnotes
• We use vector embeddings and semantic search for intelligent document retrieval
That means less setup for you—and more adaptability across your document sources.
Secure, Private, and Purpose-Aligned
All AI operations occur within your secure environment. Your data is:
• Never used to train public models
• Never exposed outside of your authorized access
• Always processed with full encryption and audit traceability
• Isolated by tenant with complete data separation
We believe AI should empower investors—not exploit them. Everything we build is structured around control, privacy, and clarity.
Why This Matters
In private markets, information is power—but that information is often locked away in hundreds of pages of static, legal documents. Unlimited.ai turns that information into insight:
• So you never miss a deadline
• So you understand every term
• So you can act—not just react
Our AI isn't just about automation—it's about amplification. Amplifying your visibility, confidence, and control across everything you've invested in.
Whether you're managing one fund or fifty, Unlimited.ai is your intelligent assistant—reading every line so you don't have to.