the_problem

The Problem

LP reporting is still a manual, fragile process.

Teams spend weeks every quarter:

  • Rebuilding board, IC, and LP presentations in PowerPoint
  • Copy-pasting tables and charts from spreadsheets
  • Rechecking numbers after late GP updates
  • Reconciling differences across decks and versions

Even small data changes trigger full rebuilds. By the time reports are finalized, the data is already outdated.

Reporting becomes a bottleneck — not a communication tool.

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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.

Why this breaks at scale

01 Time

Time

Quarterly reporting cycles consume hundreds of hours across operations and investment teams.

02 Cost

Cost

Highly paid analysts spend their time formatting slides instead of analyzing portfolios.

03 Risk

Risk

Manual rebuilds introduce:

  • Versioning errors
  • Inconsistent numbers across decks
  • Late corrections that undermine confidence

As portfolios grow, reporting effort increases linearly — with no improvement in insight quality.

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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 Tamarix works

Automated, live report generation

Tamarix treats reporting as a system output, not a manual exercise.

01
Live data foundation

Live data foundation

Reports are generated directly from Tamarix’s continuously updated, validated system of record — no exports or manual prep required.

02
Editable PowerPoint output

Editable PowerPoint output

Tamarix produces native .pptx files where:

  • Tables are fully editable
  • Charts behave like analyst-built visuals
  • Slides can be customized, reordered, and annotated
  • Reports look and feel exactly like they were built manually — without the manual work. 
03
Instant updates

Instant updates

When new data arrives, reports can be regenerated in seconds — ensuring every presentation reflects the latest portfolio state.

Why Tamarix is different

01 Analyst-grade, not static exports

Analyst-grade, not static exports

Unlike tools that export static PDFs or locked visuals, Tamarix produces fully editable PowerPoint presentations — designed to fit seamlessly into existing LP reporting workflows.

02 Always current

Always current

Reports are not snapshots. They are generated from live data, eliminating the gap between reporting and reality.

03 Back office to front office

Back office to front office

The same reporting engine serves:

  • Operations teams producing standardized outputs
  • Investment teams preparing IC and board materials

Everyone works from the same numbers, every time.

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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 this unlocks

Eliminate quarterly rebuilds

  • Reporting cycles compress from weeks to minutes.

Reduce errors and rework

  • Late GP updates no longer force full presentation rebuilds.

Improve consistency and trust

  • Every deck pulls from the same validated source of truth.

Free up analyst time

  • Teams focus on analysis and decision-making, not formatting slides.

Reporting should be instant — not iterative

Tamarix replaces manual PowerPoint rebuilds with automated, fully editable reporting — always current, always consistent, always ready.

Schedule a Call

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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.

analytics

FAQ — Reporting Automation

Answers to the most common questions about reporting.

Yes. Tamarix generates native PowerPoint (.pptx) files where all tables and charts are fully editable, just like analyst-built presentations.

Yes. Reports are generated from live, validated data and can be refreshed in seconds as new information arrives.

Yes. Generated presentations can be edited, reordered, and customized to match existing templates and reporting standards.

Tamarix supports board, IC, LP, and internal reporting across private market portfolios.

Reports pull directly from Tamarix’s validated system of record, ensuring consistency with monitoring, analytics, and downstream workflows.

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.