Who this is for Img

Who this is for

  • Portfolio and investment teams

  • Finance and reporting leaders

  • CIOs and COOs accountable for reporting accuracy, speed, and consistency

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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.

The job today Img

The job today

For most LPs, reporting is still a manual, end-of-quarter effort.

Teams wait for GP reports to arrive, update spreadsheets by hand, reconcile numbers across tools, and rebuild PowerPoint decks slide by slide. When data changes late in the cycle, reports are reworked again — often under tight deadlines.

Even experienced teams spend weeks assembling reports that are already out of date by the time they are shared.

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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

time

Time

As portfolios grow, reporting effort grows with them. More funds, more asset classes, more stakeholders — but the same manual process.

risk

Risk

Manual rebuilds increase the likelihood of:

  • Inconsistent numbers across decks
  • Version control issues
  • Late corrections shared with boards or LPs
cost

Opportunity cost

Time spent formatting and reconciling is time not spent on:

  • Interpreting results
  • Preparing investment decisions
  • Communicating insights with confidence
Reporting becomes a bottleneck instead of a decision-support tool.

How Tamarix enables this use case

Tamarix automates reporting by connecting it directly to the live portfolio.

01 Ingest

Ingest

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

02 Monitor

Monitor

Portfolio exposures, cash flows, valuations, and performance stay up to date at all times.

03 Manage

Manage

Reports are generated automatically from live data and delivered as native, fully editable PowerPoint (.pptx) files — updating in seconds as the portfolio changes.

Reporting becomes a system output, not a manual rebuild.

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 changes

Before Tamarix 

  • Reporting means quarterly rebuilds, spreadsheet reconciliation, and repeated rework when data changes.

With Tamarix

  • Reports generate automatically from a single source of truth, stay current as data arrives, and can be edited and finalized exactly as if an analyst built them manually.

Outcomes

LPs using Tamarix to automate reporting typically see:

  • Elimination of manual report rebuilds

  • Shorter and more predictable reporting cycles

  • Fewer errors and last-minute corrections

  • Greater confidence in numbers shared with boards and LPs

system

How this fits into the broader system

This use case is powered by Tamarix’s unified ingestion, validation, and data layer — the same foundation that supports document collection, portfolio monitoring, analytics, and investment decision workflows.

Reporting is one outcome of a single operating system.

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.

Reporting shouldn’t be a quarterly fire drill.

It should update itself — and still look like analyst work.

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.

Data management

FAQ — Automate Reporting

Answers to the most common questions about reporting.

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

Yes. Reports are generated as native .pptx files where all tables and charts are fully editable.

Reports can be refreshed at any time and always reflect the latest validated portfolio data.

Yes. Tamarix can generate reports that follow existing templates and layouts.

This use case is enabled by Tamarix’s reporting automation capability, built on continuously updated and validated data.

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.