problem

The Problem

Processing private markets data is still far too manual

LPs can’t control when GPs report. But once documents arrive, turning them into usable data is still:

  • Costly
  • Tedious
  • Error-prone

Teams spend hours re-keying data from PDFs and spreadsheets, reconciling numbers, and fixing downstream issues — every quarter.

Attempts to automate this work have largely fallen short.

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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 the status quo fails

LPs rely on manual processes and fragmented tools to manage private markets workflows. As portfolios grow, these approaches become slow, error-prone, and expensive to maintain.
01 Manual processes don’t scale

Manual processes don’t scale

Manual extraction and quarterly batch ingestion:
  • Delay portfolio visibility
  • Introduce errors
  • Consume scarce operations capacity

What should be a continuous data flow becomes a recurring project.

02 OCR and template-based systems break

OCR and template-based systems break

Traditional OCR tools rely on:

  • Fixed templates

  • Mapping exercises

  • Rules tied to document layouts

These systems:
  • Require significant setup
  • Break when formats change
  • Create ongoing maintenance overhead

They were built for predictable documents — not evolving private markets reports.

03 General-purpose AI tools aren’t operational

General-purpose AI tools aren’t operational

Generic AI chatbots can read documents, but:
  • They don’t understand private markets structures
  • Outputs are inconsistent
  • Results are hard to validate, audit, or trust

For institutional LPs, uncontrolled outputs are not usable data.

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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

A simple, fully automated three-step process

01
Document categorization

Document categorization

As GP documents arrive, Tamarix automatically identifies and categorizes them — across all document types, including capital account statements, notices, reports, and supporting files.

No pre-configuration or document-specific setup is required.

02
KPI understanding

KPI understanding

Based on document type and context, Tamarix determines which data points matter — identifying the relevant KPIs to extract for each manager, strategy, and asset class.

The system understands what to extract,
not just where to look.

03
Extraction and consistency checks

Extraction and consistency checks

Tamarix extracts the relevant data and runs automated consistency and logic checks — flagging anomalies and ensuring outputs are reliable before flowing into downstream workflows.

Every datapoint remains source-linked and auditable.

Why Tamarix is different

LPs don’t need another point solution. Tamarix is the first AI-powered operating system built specifically for Limited Partners — connecting ingestion, portfolio monitoring, reporting, and decision workflows in one continuous system.
01 Compared to manual processes

Compared to manual processes

Manual extraction is slow, costly, and error-prone. It doesn’t scale as portfolios grow and forces teams into recurring quarterly fire drills.

Tamarix replaces manual effort with continuous, automated extraction — without sacrificing control or accuracy.

02 Compared to template-based and OCR systems

Compared to template-based and OCR systems

Template-based tools require mapping projects, constant upkeep, and rework whenever formats change.

Tamarix does not rely on templates. It adapts automatically to new layouts and evolving GP reports — eliminating setup and ongoing maintenance.

03 Compared to general-purpose AI and chatbots

Compared to general-purpose AI and chatbots

Generalist AI tools generate unstructured outputs that are difficult to validate or operationalize.

Tamarix is purpose-built for private markets workflows — delivering consistent, structured, and verifiable data that LPs can trust.

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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

Because extraction is fast, continuous, and reliable:

  • Time is saved and errors are reduced by eliminating manual data entry and reconciliation
  • Portfolio monitoring and reporting stay current, with data updated as soon as documents arrive
  • Decisions happen earlier, with better context, rather than reacting to stale or incomplete information

This is the foundation for moving from reactive operations to proactive portfolio management.

Extraction shouldn’t be a quarterly project. It should be continuous.

Tamarix turns private markets documents into live, usable data — in minutes, every time.

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 — Data Extraction & Structuring

Answers to the most common questions about Tamarix and how LPs use it across their private markets workflows.

Tamarix extracts and structures data in minutes, continuously, as new GP documents arrive — rather than through quarterly or batch-based ingestion processes.

Tamarix supports all common GP document types, including capital account statements, notices, quarterly reports, and supporting schedules — across all major private market strategies.

No. Tamarix does not rely on templates, mapping projects, or fixed schemas. It adapts automatically to new document formats and evolving GP reporting styles.

Tamarix runs automated consistency and logic checks during extraction. All datapoints are source-linked and auditable, with validation workflows that can be automated, internal, or Tamarix-managed.

OCR systems depend on rigid templates and break when formats change. General-purpose AI tools produce unstructured outputs that are hard to validate. Tamarix delivers structured, verifiable data purpose-built for private markets workflows.

Tamarix supports private equity, venture capital, private debt, real estate, and infrastructure within a single unified data model.

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.