Beyond the Spreadsheets:
The Quest for Portfolio Clarity
“I just want to know how I’m doing.”
This simple question, asked by thousands of private markets investors over the years, is the foundation of Unlimited.ai.
Our founders were leaders in the alternative investment industry who lived in the complexity of the “messy middle”—forced to choose between outdated, expensive enterprise systems or the classic spreadsheet disarray and document scavenger hunt. While managing and allocating capital, they realized that instantaneous, real-time clarity was an impossibility for the vast majority of sophisticated investors.
Our Mission
To change what's possible for family office investment management by obliterating the complexity problem and delivering autonomous, real-time portfolio clarity.
Built By Investors, Powered By AI Experts
The challenge of private market management can only be solved when decades of deep domain expertise are paired with frontier AI capabilities. Unlimited.ai is not an investment team dabbling in tech, nor a tech team guessing at finance. We are both.
Core Principles
Take Bold Swings - We refuse to accept legacy limitations. We challenge the status quo to redefine efficiency and clarity in the markets.
Remain Customer Obsessed - Our product is the direct result of understanding the pain in the market. We relentlessly ensure our platform answers the simple, vital question: “How am I doing?”
Be Patient - We build solutions for the long term. Our processes are designed for sustained excellence and security (validated by our SOC 2 Type I compliance).
The Pursuit of Perfection - We view our product not as a software solution, but as a discipline. Like a master craftsman, we are dedicated to continuous refinement and the highest standards of execution. Our pursuit ensures every data point, every calculation, and every interface detail is meticulously engineered to provide flawless data integrity and portfolio clarity.