Case Studies
See how Limited Partners use Tamarix to replace manual workflows with a single AI-powered operating system — automating data ingestion, reporting, and portfolio monitoring across the private markets lifecycle.
DeA Capital — Scaling Private Markets Operations
A leading European fund-of-funds manager automated data entry, reporting, and portfolio monitoring across 200+ funds with Tamarix.
Results
- 200+ funds monitored across multiple private asset classes
- ~20 days saved per quarter by eliminating manual data workflows
- 10× productivity uplift as teams shifted from data wrangling to investment work
- Today, DeA Capital runs private markets operations on a single, continuously updated source of truth.
Fondazione Modena — Future-Proofing Private Markets Portfolio Management
A leading Italian asset owner with €1bn AUM automated private markets data collection, look-through analysis, and liquidity forecasting across ~30 funds using Tamarix.
Results
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~350 hours saved per month by automating GP data extraction and reporting
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Full portfolio transparency across PE, VC, PD, Infra, and Real Estate
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Advanced liquidity & pacing analysis with scenario modelling
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Up to €4m in potential annual value unlocked through improved asset allocation and liquidity management
Leading Spanish Bank — Transforming Private Markets Operations
A leading Spanish bank managing a rapidly growing €1bn private markets program automated GP document tracking, data extraction, and validation with Tamarix — enabling scalable, AI-driven operations.
Results
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€1bn AuM private markets program supported across top-tier global funds
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3+ hours saved per day per investment professional
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Automated retrieval of capital calls, distributions, and capital account statements
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Real-time, validated data delivered directly into reporting and accounting systems
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Investment team refocused on sourcing, monitoring, and strengthening GP relationships