Tyler Gillespie
Chief Design Officer
Introducing: Liabilities Reporting. This month, we made it possible to see what you owe— with the same institutional rigor we apply to everything else at Unlimited.ai.
Custom tagging carries through, reports pick them up automatically, and the depth is there whether you're tracking a $50M mortgage or an inter-entity loan between two of your own trusts.
“This isn’t a side panel. It’s a full data model - built from the ground up to handle the way real family office liabilities actually work.”
-Hunter Honnessy, CTO and Co-Founder
Most platforms either ignore liabilities, bolt them on, or push you to a spreadsheet. We built them in.
AMORTIZATION STRUCTURES | MODELING METHODS | VIEWS & ANALYTICS | INTEGRATION |
|---|---|---|---|
Non-Amortizing | Straight-Line | Outstanding vs. Initial Principal | Custom tagging carries through |
Partially Amortizing | Full Amortization | Total Cost Ratio | Reports pick up automatically |
Fully Amortizing | PIK toggles | Paid Down % | Full payment & Principal history |
Flexible Structures here | Prepayment toggles | Years to Maturity | Collateral classification |
📊 Custom Report Builder - Leveled Up.
The reporting engine you've been beta-testing launched last month. This month, we made it meaningfully more powerful—three upgrades that change how you build and present portfolio intelligence.
🎨 Real-time editing and visualization — The reporting canvas has been upgraded to real-time editing. Every adjustment you make in the builder renders in real time, exactly as it will appear in the final output.
🧩 Custom Fields — Your portfolio has data points no one else's does. Now your reports can show them.
💼 The true consolidated balance sheet — Show what's owned and what's owed in a single document.
Are you a current user and want to try it? Head into Record → Reports to jump in.
As always, we're building the platform we wish existed for family offices, and we're just getting started.
Thank you for being part of the Unlimited.ai journey.
