What is Unlimited.AI?
Unlimited.ai is transforming how professionals manage alternative investments by replacing fragmented workflows with an AI-native platform. We centralize data, automate document handling, and simplify the most complex parts of fund tracking, due diligence, and tax reporting.
The Problem We Solve
Alternative investments are notoriously fragmented. Most professionals rely on spreadsheets, email inboxes, PDFs, and manual coordination to manage:
- Capital calls and distributions
- K-1s and other tax forms
- Quarterly updates from fund managers
- Subscription docs and diligence materials
- Entity-level reporting across multiple investments
This leads to delays and operational drag—especially for small-to-mid-sized teams without a dedicated back office or for individuals working by themselves to manager their assets.
What Unlimited.ai Does
- Consolidated Reporting: See performance across all funds, entities, and asset classes in one place.
- Automated Document Processing: Smart ingestion and tagging of PDFs, emails, and attachments from fund managers and administrators.
- K-1 and Tax Workflow Simplification: Automatic categorization and status updates across tax documents.
- Due Diligence Intelligence: Easily compare funds, track diligence materials, and generate summaries.
- AI-Powered Insights: Surface anomalies, flag missing documents, and enable self-service queries without needing to dig through files.
Who Uses Unlimited.ai
- Family Offices
- High-Net-Worth Individuals (HNWI) and Investors in Limited Partnership Structures as well as Private Asset Investors and Alternative Asset Investors
Key Benefits
- Save hours per week through automation
- Reduce risk of missed deadlines and incomplete reports
- Centralize portfolio and document visibility
- Empower investing with tools once reserved for institutional-scale firms