"Tamarix cuts the grunt work so we can actually focus on portfolio insights. It’s a no-brainer for monitoring."
"We processed 400 GP docs last quarter with zero manual data entry. Game-changing for a lean team like ours."
"We used to spend days extracting data — now it takes minutes. Tamarix feels like having a full-time analyst on autopilot."
"Look-through used to be a luxury. Tamarix made it scalable — and now it’s part of our standard process."
Manual Data Workflows Are Breaking LP Teams:
Inconsistent Reporting
Standards, layouts, and KPIs vary widely across asset classes and managers.
Tedious Data Entry
Hours lost copying numbers from PDFs — just to get something usable in Excel.
Slow Validation
Cross-checks and audits drag on, risking errors and creating delays.
Tamarix turns PDFs into Portfolio Insight — in 3 Steps:
Upload GP Docs
Drag & drop any number of Notices, Capital Account Statements, or Quarterly Report — no formatting needed.
AI Extracts
Tamarix categorizes your docs and extracts transactions, exposures, and look-through — using models trained on thousands of private market reports.
Review & Report
Get clean, validated data in your template — Excel-ready or pushed via API.
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FAQs:
What asset classes do you support?
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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.
What types of documents can you process?
Capital account statements, quarterly reports, notices, investor letters, and Excel-based reporting — across any format or template.
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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.
Do you provide source traceability or citations?
Yes. Every data point can be traced back to its original location in the source document. Full auditability is built in.
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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.
Can I review and approve outputs before using them?
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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.
How do you ensure data confidentiality?
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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.
How is Tamarix different from ChatGPT or general AI tools?
Tamarix is purpose-built for private markets — trained on thousands of GP docs, with structured outputs, field-level validation, and full traceability. No black boxes, no hallucinations.
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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.
How is pricing structured?
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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.
Do you integrate with our systems?
Yes. Tamarix outputs can be pushed to your Excel models, data warehouse, or portfolio monitoring system via API.
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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.
Can you tailor the outputs to our template?
Absolutely. We customize fields, formats, and calculations to match your workflow.
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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.
Can you map to our security master list?
- Yes — we can map directly to your security master or enrich the data using ours.
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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.