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Unlimited.ai

Unlimited.ai

Private

Last Round

Series A

May 23, 2023

Total Funding Raised

$8M

Company Overview

Unlimited.ai is a software company that provides an AI-native, end-to-end investment management platform for private markets, designed for family offices and RIAs.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Vertical SaaS, Document Management, Financial Data

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

investment management platformfamily office softwareprivate market investingwealthtechRIA softwareAI investment platformportfolio managementalternative investment platformRIAsRegistered Investment Advisorsnatural language searchdeal flow managementagentic automationdocument managementSOC 2 compliance

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Unlimited.ai Comparables

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Unlimited.ai comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Masttro
84%
Arch
83%
Eton Solutions
76%

Unlimited.ai Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series AMay 23, 2023
Convertible DebtMay 1, 2023

Key People

Founding team and executive leadership

David Sawyer

CEO & Co-Founder

Founding Team

Unlimited.ai Investors

Notable investors and investment history

Unlimited.ai investors
InvestorRounds
MaterialSeries A, Convertible Debt
Citi VenturesSeries A
FirstMark CapitalSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • May 23, 2023

    $8M round led by FirstMark Capital and Citi Ventures.

Unlimited.ai Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Unlimited.ai Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Unlimited.ai's valuation, stock price, and market status.

Firmographic Details

Headquarters
Year FoundedN/A
Last FundingMay 23, 2023

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