problem

The Problem

For most LP teams, document collection starts long before any data work begins.

Teams spend significant time:

  • Monitoring GP email notifications across hundreds of managers
  • Logging into dozens of LP portals
  • Managing credentials, rotating passwords, and handling MFA workflows
  • Manually downloading, naming, and storing files

This work is repetitive, time-consuming, and difficult to scale. As portfolios grow, document collection becomes a daily operational burden — and the weakest link in the private markets workflow.

Before data can be extracted, validated, or reported, LP teams are already behind.

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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

As portfolios expand, the volume and frequency of GP communications increases. Monitoring inboxes and portals becomes a constant task rather than a periodic one.

02 Cost

Cost

Highly paid team members spend hours each week on low-value operational work:

  • Portal access management
  • Credential rotation and MFA challenges
  • Manual downloads and file handling
03 Risk

Risk

Missed or delayed documents lead to:

  • Late visibility into capital calls and distributions
  • Delays in processing and paying capital calls
  • Increased operational, financial, and reputational risk

Document collection becomes not just inefficient, but a source of avoidable risk.

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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

Continuous, automated document capture

Tamarix runs always-on document collection across the full GP universe.

01
Monitor

Monitor

Tamarix continuously monitors GP email notifications and updates across managers.

02
Collect

Collect

Documents are automatically collected from LP portals and communications as they become available. Tamarix securely manages credentials and MFA workflows on behalf of LP teams — eliminating manual logins and access maintenance.

03
Organize

Organize

Files are categorized and linked to the correct fund, manager, and reporting period, creating a clean, structured document layer.

Why Tamarix is different

01 Purpose-built for LP document flows

Purpose-built for LP document flows

Tamarix is designed around how LPs actually receive information — across capital call notices, capital account statements, quarterly reports, and ad hoc GP communications.

02 Continuous by default

Continuous by default

Document collection runs in real time, not as a quarterly or monthly task.

03 Integrated into the operating system

Integrated into the operating system

Collected documents flow directly into data extraction, validation, monitoring, reporting, and analytics — without handoffs or duplication.

Document collection is not a standalone tool. It is the foundation of the Tamarix operating system.

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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 manual work

  • No more inbox monitoring or portal logins.

Ensure complete coverage

  • Every GP update is captured and accounted for.

Faster, safer capital call processing

  • Capital call notices are captured immediately, reducing delays and operational risk around funding deadlines.

Accelerate downstream workflows

  • Data extraction, monitoring, and reporting begin as soon as documents arrive — not weeks later.

Reduce operational risk

  • Fewer missed documents, fewer surprises, fewer reconciliations.

Document collection shouldn’t be a daily job

Tamarix replaces manual, fragmented document handling with continuous, automated collection — so LP teams can focus on analysis and decisions, not inboxes.

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 — Document Collection

Answers to the most common questions about document collection.

Tamarix captures GP communications including capital call notices, capital account statements, quarterly reports, and other fund-related documents across private market asset classes.

No. Document collection is automated and continuous. Tamarix handles monitoring, portal access, and collection without manual intervention from LP teams.

Tamarix securely manages credentials and MFA workflows to access LP portals on behalf of clients, removing the need for LP teams to maintain or rotate access manually.

Documents are automatically categorized and linked to the correct fund, manager, and reporting period, making them easy to search and audit.

Document collection is the first step in Tamarix’s operating system. Captured documents flow directly into data extraction, validation, monitoring, reporting, and analytics 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.