the_problem

The Problem

Private markets analytics are only as good as the data behind them.

Today, LP teams rely on:

  • Quarterly snapshots built on stale GP reports
  • Static dashboards disconnected from document flows
  • Manual model updates for exposures, performance, and pacing
  • Analytics that lag reality by weeks or months

As a result, analytics explain the past — but rarely inform decisions in time.

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.

Why this breaks at scale

01 Time

Time

As portfolios grow, updating analytics becomes a recurring project rather than a continuous capability.

02 Risk

Risk

Decisions are made using outdated or incomplete views of:

  • Exposures
  • Performance
  • Cash flow timing
03 Opportunity cost

Opportunity cost

Without live analytics, LPs:

  • React instead of plan
  • Miss early signals in portfolio performance
  • Struggle to optimize pacing, risk, and allocation

Analytics become descriptive, not decision-driving.

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.

How Tamarix works

Analytics built on a live data foundation

Tamarix treats analytics as a continuous system output, not a periodic exercise.

01
Ingest

Ingest

GP documents and data are collected, extracted, and validated continuously.

02
Monitor

Monitor

Portfolio data updates automatically as new information arrives — across funds, assets, and structures.

03
Analyze

Analyze

Analytics refresh in real time, reflecting the current state of the portfolio without manual intervention.

Analytics are always aligned with the latest documents — not last quarter’s close.

What Tamarix delivers

All analytics update automatically as new GP documents arrive.

Exposure and performance visibility

Exposure and performance visibility

  • Fund-level and full look-through exposures
  • Performance across asset classes, geographies, sectors, and vintages
  • Always consistent with underlying GP data
Portfolio drivers and value attribution

Portfolio drivers and value attribution

  • Valuation bridges and fair value decompositions
  • Value creation bridges across periods
  • Performance benchmarking against peers and indices
Forecasting and scenario analysis

Forecasting and scenario analysis

  • Cash flow and NAV forecasting for existing portfolios
  • Forward-looking views incorporating planned and roadmap investments
  • Scenario analysis to support pacing and allocation decisions
Enriched analytics

Enriched analytics

  • Integration of third-party data to enhance benchmarking and context
  • External data layered seamlessly onto validated portfolio data

Why Tamarix is different

01 Live by design

Live by design

Analytics update continuously from documents — not through manual refresh cycles.

02 Built for illiquid complexity

Built for illiquid complexity

Tamarix supports private equity, venture capital, private debt, real estate, and infrastructure within a single analytical framework.

03 One analytical backbone

One analytical backbone

The same analytics power:

  • Portfolio monitoring
  • Pacing and liquidity planning
  • Reporting and investment decisions

No duplicate models. No parallel spreadsheets.

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.

What this unlocks

Always-on portfolio visibility

  • Teams see what changed — and why — as it happens.

Earlier, better decisions

  • Live drivers and forecasts support proactive investment and risk management.

Fewer models, fewer reconciliations

  • Analytics stay aligned across teams and workflows.

Scalable operations

  • As portfolios grow, analytics scale without linear increases in effort.

Analytics should drive decisions — not lag them

Tamarix replaces static, snapshot-based analytics with a continuously updated portfolio intelligence layer built for private markets.

Schedule a call

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.

analytics

FAQ — Portfolio Analytics

Answers to the most common questions about portfolio analytics.

Tamarix supports exposure, performance, driver attribution, forecasting, and benchmarking across private market portfolios.

Yes. Analytics refresh continuously as new GP documents and data are ingested and validated.

Yes. Tamarix provides analytics at both the fund level and full look-through across underlying assets.

Yes. Third-party data can be layered into Tamarix to enrich benchmarking and analysis.

Portfolio analytics power reporting automation, portfolio monitoring, and forecasting workflows such as pacing and liquidity planning.

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.