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How We Handle Your Data

Unlimited.ai is built on trust. As a platform that manages sensitive financial documents and investment data, we understand the gravity of protecting that information—not just technically, but philosophically. We are committed to ensuring that your data is handled securely, transparently, and ethically. You remain in full control of your information. Always.

Data Ownership

Your data is your data. Unlimited.ai does not claim ownership over any documents, content, or information you upload or generate through the platform.

  • We do not share or sell your data with third parties.
  • We do not use your data to train public models or systems.
  • We do not grant any outside entity access to your information without your explicit, documented consent.
  • You can export or delete your data at any time.

Model Privacy & AI Use

Unlimited.ai uses AI to process, extract, and understand your documents. However:

  • All AI interactions are performed securely within private, tenant-isolated environments
  • Your data is never used to train foundation models or improve third-party LLMs
  • Our models are engineered to read and respond without exposing your information beyond your account

In short: we use AI to serve you—not the other way around.

Security and Access Controls

We implement enterprise-grade security protocols across all aspects of data handling:

  • Data-in-Transit Encryption: TLS 1.3 encryption secures all communications between your browser, our application, and our cloud infrastructure
  • Data-at-Rest Encryption: All documents and extracted metadata are stored encrypted using AES-256 encryptions
  • Access Control: Multi-factor authentication (MFA) with email verification codes and role-based access ensure that only authorized users can interact with your data
  • Row-Level Security: Database-level tenant isolation ensures complete data separation between organizations
  • Audit Logging: We maintain detailed logs of all system interactions for security and compliance

All our infrastructure is hosted on trusted, U.S.-based, SOC 2-certified cloud providers.

Consent-Driven Onboarding

In cases where onboarding requires access to investor portals or third-party custodians, all access is granted with one-time, revocable credentials and requires explicit user consent.

  • We encrypt all credentials in transit and at rest
  • We do not store plaintext login information
  • You may revoke access at any time from your account dashboard

Unlimited.ai will never ask for credentials without clearly explaining their use, purpose, and security.

Data Retention & Deletion

You control your data lifecycle:

  • You can request full export of your data at any time
  • You can request deletion of your data from our systems permanently
  • We honor all deletion requests and enforce hard deletes across storage systems

We retain logs and backups only as needed for compliance, auditing, or billing records—and always in line with our privacy policy.

Note: While Unlimited.ai provides comprehensive investment and tax document management as part of our platform, we are not currently positioned as a replacement for enterprise document repositories like Box or Dropbox, but rather focus on intelligent analysis and orchestration of your private markets data.

Our Promise

Data privacy is not a feature—it's a responsibility.

At Unlimited.ai, we believe that trust must be earned daily. Our approach to data is conservative, client-first, and built to exceed the expectations of high-net-worth investors and family offices who require discretion and integrity in everything they do.