
Tyler Gillespie
Chief Design Officer

June updates: A smarter Laila, deeper drilling, total control, and a brand-new website
Laila Gets Smarter: Introducing “Agentic Cluster Analysis”
Data exceptions rarely happen in isolation. A missing entity here, an unlinked investment there — on the surface, they look like a to-do list. Underneath, they're usually connected: a similar manager, the same entity, one recurring pattern that produces a dozen downstream questions.
Laila can now see that pattern.
With agentic cluster analysis, you can ask Laila to examine your most challenging data exceptions, identify relationships among them, and group them into likely intended entities and investments. Instead of working through exceptions one at a time, you can resolve them in bulk — as clusters. Fix the root, and the branches follow.
It's the difference between cleaning up data and understanding it. And it means the most tedious part of family office operations just got dramatically shorter.

Trace Any Number to Its Source: Multi-Layer Data Drilling
Here's a question every investor has asked: "Where did that number come from?"
Answering it usually means opening three reports, two spreadsheets, and an email thread. Not anymore.
With multi-layer data drilling, you can now trace any figure from the portfolio level all the way down to the individual transaction — in a single, continuous view. Start at your Portfolio Cash Flow History, lock onto a month, and drill down: by investment, then by line item, to the specific distribution and open its source document. Each layer stays open as you go deeper, so you never lose the context of where you started.
No exports. No cross-referencing. No "let me get back to you." Just your data, fully traceable, from the top of the portfolio to the bottom of the ledger.

Total Command: The Position Master
Leading investors don't just want performance history — they want the details around them. The Position Master delivers on this.
It's a fully transparent, fully editable table view of every investment and liability across your entire portfolio. Review positions side by side, edit inline, and make bulk modifications across dozens of holdings at once.
Whether you're reclassifying a set of positions, updating terms across multiple loans, or simply auditing everything you hold in one sweep — the Position Master turns what used to be a multi-screen exercise into a single, powerful workspace.

/A New Home On The Web
This month we shipped something you can see without logging in: a completely rebuilt unlimited.ai.
We could have launched a clean, safe, forgettable SaaS website in a week. Instead, we spent six months building something with a point of view. The new site draws on 1950s NASA mission graphics, cassette futurism, and cinematic framing, executed through custom-built interactive components, terminal-style details, and imagery created specifically for us.
//Why it matters: our platform pairs frontier AI with human judgment, and the site had to reflect that same standard.
Every element was deliberately designed and built by people at a moment when much of the web is becoming interchangeable. It's the same philosophy behind the platform: technology should feel considered, precise, and human-centered, whether it's reconciling a capital call or rendering a page.




