
E220: Why Family Offices Quietly 5x’d Their Alt Allocations
How I Invest with David Weisburd
How AI Can Extract and Integrate Private Markets Data
David Sawyer explains AI's role in extracting unstructured documents, integrating data into queryable databases, and improving LP reporting,
Highlights:
- Four kinds of complexity stopping alts adoption: access, legal/regulatory, reporting (K-1s, non-standard NAVs), and liquidity.
- Why operational complexity is the #1 reason many RIAs avoid alts (industry surveys ~40–50%).
- The public → private shift: volatility aversion + search for alpha and predictability.
- Information asymmetry has widened: trillion-dollar GPs vs. individuals and smaller RIAs—why tooling must level the field.
- AI’s role: extract, integrate, and chat with unstructured docs; unified LP workflow from access → diligence → reporting → exit.
- RIA reality: clients already bring outside deals/K-1s—consolidated balance-sheet reporting is now table stakes.
- Why due-diligence management is the sleeper pain point—and how comparative analytics change decisions
- Context for performance: the conversation references Kaplan–Schoar/PME research on PE vs. public markets (as discussed in-episode)
Guest Bio:
David Sawyer is CEO & Co-Founder of Unlimited.ai, an AI-native platform built to orchestrate LP workflows in private markets. Previously, he served as Managing Partner & COO at Legacy Knight, a multi-family office and alternatives platform, and as Managing Director at CAZ Investments. He holds a J.D. from the University of Houston Law Center, studied at the University of Texas at Austin, and is a CAIA charter holder.
Our Podcast now receives more than 300,000 downloads a month. Are you interested in sponsoring an episode? Please email David Weisburd at david@weisburdcapital.com.
Stay Connected:
X / Twitter: David Weisburd: @dweisburd
LinkedIn: David Weisburd: https://www.linkedin.com/in/dweisburd/ David Sawyer: https://www.linkedin.com/in/david-sawyer-a70ab912/
Links Unlimited.ai: https://www.unlimited.ai/