How We Source Your Documents
Documents are the foundation of private market investing—and Unlimited.ai is designed to ingest them effortlessly, securely, and flexibly. Our goal is to remove the burden of managing PDF files scattered across inboxes, portals, and shared drives, and ensure that every critical piece of information makes its way into your portfolio dashboard without friction. We meet investors where they are—across multiple custodians, intermediaries, and workflows—so that your documents flow into the system automatically and intelligently.
Three Ways We Receive Your Documents
Unlimited.ai currently supports multiple input channels so you never need to worry about "where" to send something:
1. Direct Upload
Drag and drop documents into your Unlimited.ai dashboard for instant processing. This method is ideal for batch uploads or archival backlogs. The system supports PDF, Word, and PowerPoint documents with intelligent classification and processing.
2. Email Integration (In Development)
Email forwarding capabilities are currently being developed. This will allow you to forward capital calls, K-1s, fund letters, and more to a dedicated email address for automatic processing.
3. Future: Investor Portal Integration
We are planning integrations with leading investor portals, custodians, and fund admin platforms. These integrations will allow you to:
• Link accounts to retrieve documents automatically
• Detect and process new documents on a rolling basis
• Eliminate the need to download and upload PDFs manually
What Happens After We Receive a Document
Once a document enters the system, Unlimited.ai:
• Classifies the document (e.g., capital call, LPA, distribution notice, K-1)
• Assigns it to the correct investment and legal entity using intelligent matching
• Extracts relevant data such as amounts, terms, and dates
• Summarizes the content in plain language
• Stores it securely and makes it instantly searchable with vector embeddings
No templates. No folder juggling. Just immediate structure and clarity.
Flexible Enough to Fit Any Stack
We know our users work across:
• Multiple banks, RIAs, or alternative access platforms
• Different legal entities and tax structures
• A mix of traditional and digital communication channels
That's why Unlimited.ai is designed to adapt—not force you into rigid workflows. Whether your data comes from Goldman, iCapital, Juniper Square, or directly from a GP, our platform handles it with consistency through intelligent fund name matching and entity resolution.
Security & Consent
We never access external systems without your permission.
• Portal credentials are encrypted, never stored in plaintext, and are always revocable
• All inbound documents are scanned and parsed in secure, tenant-isolated environments
• You have full control over what is uploaded, retained, or deleted
• Multi-tenant architecture ensures complete data separation between organizations
Unlimited.ai is not just a storage system—it's an intelligence engine. But intelligence depends on inputs.
That's why we've built document sourcing to be seamless, secure, and scalable.
Wherever your documents live today, we'll help bring them home.