Use Cases

Tamarix’s AI solution automates the extraction and management of private market data to empower and streamline both front-office and back-office tasks. Our end-to-end solution offers a plug-and-play experience, allowing a tailored experience by choosing specific solutions or the entire suite.

Operating
Operating
Operating
Reporting
Reporting
Reporting
Monitoring
Monitoring
Monitoring
Investing
Investing
Investing

Operating

Tamarix will automate and maintain your back-office operations, such as processing call notices and reconciliation versus capital accounts and bank activity. Allow Tamarix to handle your time-consuming operations work to focus on your investments.

Reporting

Unlock the efficiency of seamless reporting with a tool that will generate and edit internal and external reports. Our reporting solution goes beyond automation delivering tailor-made reports, in your format, for any occasion.

Monitoring

Harness the power of a data science team with out-of-the-box analytics to enable visibility into your portfolio, with features such as company look-throughs, exposure and performance analysis, liquidity projections, and commitment pacing. View your portfolio in a single location and prepare current and future investments with built-in analytics tools.

Investing

Elevate your investment journey with seamless access to private market data. Use our tool to take control of your investment strategy, configure your personalized risk-levels and economic forecasts and harness your private market data to investigate your portfolio and future investments.

Solutions

Our product is designed for Limited Partners by a team that understands Limited Partners to solve your day-to-day challenges. Tamarix’s customizable solution addresses your unique pain points and empowers you with a financial solutions that evolves with your business.

Single Family Offices
Single Family Offices
  • Outsource my private market data management
  • Real-time view of performance of my portfolio
  • Automate process and reconcile of call notices and capital accounts

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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

Fund of Funds
Fund of Funds
  • Outsource my private market data management
  • Automate creation of reports for downstream clients
  • Automate process and reconcile of call notices and capital accounts

Heading 1

with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

Endowments & Foundations
Endowments & Foundations
  • Outsource my private market data management
  • Real-time view of performance of my portfolio
  • Automate process and reconcile of call notices and capital accounts

Heading 1

with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

Multi Family Offices
Multi Family Offices
  • Outsource my private market data management
  • Real-time view of performance of my portfolio
  • Automate creation of reports for downstream clients

Heading 1

with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

Pension Funds
Pension Funds
  • Outsource my private market data management
  • Real-time view of performance of my portfolio
  • Automate process and reconcile of call notices and capital accounts

Heading 1

with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

Sovereign Wealth Funds
Sovereign Wealth Funds
  • Outsource my private market data management
  • Real-time view of performance of my portfolio
  • Automate process and reconcile of call notices and capital accounts

Heading 1

with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

Heading 1

with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

Product

Our product solution is powered by our Private Equity Data Management Tool and Portfolio Monitoring Software. Private market data from key financial documents is read through Tamarix ‘AI + Human’ engine, leading to single, accurate source-of-truth of your private market data – that powers your front-end and back-end tasks.

Our Data Management Tool
Ingest
01. Ingest
Financial documents such as quarterly reports and capital accounts from any source or format
Extract
02. Extract
All key data from your private market files using our AI technologies
Validate
03. Validate
Your key data by our expert financial analysts, ensuring 100% accuracy
Normalize
04. Normalize
Your key data into our standard or your custom datasets
Enrich
05. Enrich
Automatically with our insights, your knowledge, and any third-party data subscriptions
Connect
06. Connect
With your data through API connection or our analytics dashboards
Automate
Simplify Portfolio Management

Heading 1

with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

Heading 1

with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

Powerful Portfolio Monitoring

Heading 1

with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

Heading 1

with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

Empower

Features

Accurate and transparent data management process
Accurate and transparent data management process
Fully customizable solution for your needs
Fully customizable solution for your needs
Fully outsource your data management, operations, and reporting activities
Fully outsource your data management, operations, and reporting activities
Powerful analytics tools and dashboards
Powerful analytics tools and dashboards

Heading 1

with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

Our Clients

Treva
Velocity 9
Aven
Ideaa
amara

Heading 1

with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

What Our Client Say

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Kevin V. Matney
CEO
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There are many variations of passages of Lorem Ipsum available, but the majority have suffered alteration in some form, by injected humour, or randomised words which don't look even slightly believable.

Kevin V. Matney
CEO

Heading 1

with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

Get In Touch With Us!

Heading 1

with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.