Our Core Users
Unlimited.ai is purpose-built for a very specific kind of investor: Individuals and families managing their own exposure to private market investments. We serve those navigating the world of alternative assets—not as institutions, but as people. Whether you’re investing from a family office, a trust, or simply as a high-net-worth individual building a private portfolio, Unlimited.ai is designed to meet you where you are: handling complexity with simplicity, and bringing clarity to every document and decision.
Who We Serve
High-Net-Worth Individuals (HNWIs)
You’ve built wealth, and you’ve chosen to invest it in the private markets—venture capital, private equity, real estate, private credit, or bespoke deals. But unlike public equities, your private investments don’t come with simple dashboards or consolidated tracking tools. Documents arrive piecemeal. Performance is opaque. Reporting is fragmented. Unlimited.ai gives you a single command center:
- Track and organize all your private investments automatically
- Extract key data from capital calls, distributions, and statements
- Chat directly with your documents to understand fund terms, fees, and timelines
Single Family Offices (SFOs)
Whether you're a lean team or a solo operator managing family capital, Unlimited.ai lightens the operational lift. Instead of manually filing PDFs, chasing down reports, or hiring extra help, you can automate the heavy lifting:
- Upload or forward documents and let the system do the parsing
- Query any fund’s carry terms, performance, or document history
- Maintain a clean, always-up-to-date portfolio record
You remain in control—but now you have a powerful, intelligent assistant that never misses a document or forgets a clause.
Limited Partners in Funds
Unlimited.ai is especially well-suited for LPs. If you’re allocating into private funds—whether via subscription agreements, direct LP interests, or feeder structures—our platform is built to understand and interpret the nuances of your position.
- LPAs? Parsed.
- Quarterly letters? Summarized.
- Fee terms? Benchmarked.
- Fund series, vintages, and carry structures? Indexed and explained.
This is more than storage—it’s real analysis of the investment lifecycle from commitment to distribution.
Who We're Not Built For
While our capabilities may grow over time, Unlimited.ai is not designed for:
- Retail investors managing only public equities or ETFs
- Day traders, crypto traders, or technical quants
- Developers looking for sandboxed AI tools or fine-tuning access
We focus on private market investors with real capital at stake—those who face real complexity and demand real answers.
Why This Matters
- Most software in private markets is built for fund managers, not investors.
- Most AI tools are built for engineers, not allocators.
- Unlimited.ai is different.
We’ve built a system for the people who sign the commitment letters, make the wire transfers, and receive the distribution notices. Whether you’re deploying $1 million or $100 million, our mission is the same: to make your private market portfolio transparent, intelligent, and effortless to manage.