How I Invest with David Weisburd

E220: Why Family Offices Quietly 5x’d Their Alt Allocations

Oct 1, 2025
In this discussion, David Sawyer, CEO of Unlimited.ai, dives into the seismic shift of capital migrating from public to private markets. He highlights that up to $150 trillion is poised to move, primarily due to operational complexities hindering alternatives adoption among family offices and RIAs. Sawyer outlines four key barriers: access, legal/regulatory, reporting, and liquidity. He also explores how AI can revolutionize LP workflows, level the information asymmetry between GPs and smaller investors, and streamline due diligence processes.
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INSIGHT

Operational Complexity Blocks RIA Alts Adoption

  • Operational complexity is the primary reason ~40–50% of RIAs avoid private markets.
  • That gap means clients miss private-market alpha and may take it elsewhere.
ANECDOTE

Scaling Family Office Tech Shaped Unlimited.ai

  • David Sawyer recounts scaling family-office platforms and the pain of managing consolidated reporting and J-curve complexity.
  • Those experiences shaped his drive to build tech that serves individual investors and family offices.
INSIGHT

Four Buckets Of Private-Market Complexity

  • Private-market complexity splits into access, legal/regulatory, reporting, and liquidity challenges.
  • Each bucket creates specific operational frictions that deter noninstitutional investors.
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