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.
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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.
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
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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.