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Supported Documents

At the heart of Unlimited.ai is the ability to intelligently understand and organize the documents that define your private investment portfolio. From capital calls to co-investment receipts, we are building a system that supports the full range of private investment documentation—structured, semi-structured, and fully unstructured alike. Our document engine was designed specifically for the fragmented, irregular, and non-standardized formats that dominate the alternative investments ecosystem. Where other platforms fail without templates or predefined schemas, Unlimited.ai thrives.

Supported Document Types

Unlimited.ai supports a wide variety of document types, including:

Fund-Related Documents

  • Capital Call Notices
  • Distribution Notices
  • Limited Partnership Agreements (LPAs)
  • Subscription Agreements
  • Financial Statements
  • Quarterly and Annual Investor Letters
  • NAV Statements
  • Tear Sheets
  • Commitment Confirmations
  • Transfer and Movement Notices

Tax Documentation

  • K-1s and other investment-related tax forms

Direct Investment Documents

  • Purchase Agreements
  • Asset Assessment Reports
  • Invoices and Receipts (e.g., for art, aircraft, or mineral rights)
  • Royalty Stream Certification

Built for the Non-Standard

Unlike traditional software that struggles with irregularity, Unlimited.ai is built to:

  • Parse PDFs without requiring consistent formatting or templates
  • Understand varied layouts, legal language, and investment-specific terms
  • Handle multi-page, multi-entity documents with overlapping references
  • Adapt to fund-specific nuances and bespoke structures 

Whether you’re uploading a 100-page LPA or a one-page distribution slip, the system reads, classifies, extracts, and stores it accurately.

How Documents Are Received

Unlimited.ai supports multiple intake methods, allowing you to work how you prefer:

  • Direct Upload: Drag and drop PDFs into the platform
  • Email Forwarding: Each user receives a dedicated email address for forwarding notices and reports, which can also be set up to auto-forward from specific address domains, making it effortless.
  • Portal Integrations (coming soon): Documents can be retrieved directly from the fund administrator or custodian portals once integrations are live.

Automatic Classification and Tagging

Once a document is received, our AI automatically:

  • Determines its type (e.g., call notice, tax form, legal agreement)
  • Associates it with the correct investment and legal entity
  • Extracts relevant data points (amounts, dates, terms)
  • Stores it with contextual metadata for future search and analysis

This ensures that your documents don’t just sit in a folder—they work for you.

Future-Proof Flexibility

Our platform is designed to accommodate virtually any private investment document. If you come across a document we don’t yet support, simply upload it—our team will work on integrating it.

Unlimited.ai is built with extensibility in mind, ensuring that as the private markets evolve, your ability to track and understand your portfolio evolves too. We don’t believe in exceptions—we believe in capability. If it’s part of your portfolio, it should be part of your system.