FAQs | Unlimited.ai — AI-Native Private Markets Investment Management
Unlimited.ai is built for Family Offices and RIAs who need portfolio clarity across private markets—without living in spreadsheets, portals, PDFs, and email threads
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Who is Unlimited.ai built for?
What does “AI-native, end-to-end investment management” mean?
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It means your workflows—data + documents + analysis—run through one system: consolidated reporting, liquidity modeling, diligence analysis, and tax document management, supported by AI agents that retrieve, interpret, and update information in real time.
What are the core use cases you solve?
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Consolidated performance reporting (entity-level and custom views)
Liquidity analysis & forecasting (commitments, scenarios, distributions)
AI-powered due diligence management and comparison
Tax document management (K-1 timeline, alerts, share-ready packets)
What is LAILA?
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LAILA is your intelligent portfolio analyst: search and understand every investment document you own through a single chat experience, with every answer traced back to its source location in your documents.
What kinds of documents can I search with LAILA?
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Examples include LPAs, PPMs, subscription docs, capital calls, distributions, and tax filings—so you can stop digging through PDFs, folders, and emails.
Do you support consolidated reporting across entities and investments?
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Yes—Unlimited.ai supports consolidated, entity-level, sector-specific, and custom performance reporting, with agentic retrieval and real-time updates.
Can you help with transaction reconciliation?
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Yes—automated transaction reconciliation is part of the consolidated reporting workflow.
Can you forecast liquidity and model scenarios?
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Yes—model commitments, funding scenarios, and assumptions across the portfolio, by entity, or across customized baskets; forecast distributions and cash management performance.
How do you support due diligence?
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Unlimited.ai supports pipeline + diligence management with AI-driven side-by-side analysis and comparisons, and access to data for a large universe of funds and managers.
How do you handle tax document management?
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Unlimited.ai supports agentic document retrieval, K-1 timeline management and alerts, and secure share-ready tax packets.
How do you think about trust and security?
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Trust and security are core to the mission. Unlimited.ai is built to protect sensitive financial documents and investment data, emphasizing secure, transparent, client-controlled handling of information.
Are you SOC 2 compliant?
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Unlimited.ai is SOC 2 Type I compliance and provides a Trust Center link (Vanta).
Who controls my data?
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Your organization remains in control of your information, with a conservative, client-first approach to data handling.