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The reality for institutional asset owners — and where it breaks

Institutional asset owners operate some of the most sophisticated portfolios in the world — but still rely on fragmented, manual workflows to manage private markets data.

In practice:
  • GP data arrives continuously, in inconsistent formats

  • Information is processed in quarterly batches rather than in real time

  • Operations and investment teams work from different versions of the truth

  • Strategic investment management — such as commitment pacing and liquidity planning — relies on stale or incomplete data

As portfolios grow in size and complexity, these issues compound — increasing cost, slowing decisions, and elevating 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 supports institutional asset owners

Tamarix provides a single operating system that underpins both operational execution and investment decision-making.

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A single, trusted system of record

All GP documents and data are collected, structured, validated, and kept continuously up to date — eliminating reconciliation across tools and spreadsheets.

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Shared data across teams

Operations, finance, and investment teams work from the same live dataset, reducing delays, inconsistencies, and handoffs between functions.

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Advanced analytics for monitoring and planning

With clean, continuously updated data, Tamarix enables real-time portfolio monitoring, reporting, and advanced analytics — supporting strategic decisions around exposure management, commitment pacing, and portfolio construction.

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What this delivers for institutional asset owners

  • Lower operating cost by reducing manual data handling and reconciliation

  • Better and faster access to data, without waiting for quarterly cycles

  • Better investment decisions, informed by current, trusted portfolio information

  • Reduced operational and investment risk through consistency and transparency

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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 our clients say

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“We trust the data again — and we actually use it to make better investment decisions.”

— Institutional Asset Owner
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“We evaluate opportunities faster — and with more confidence — because the data is already structured and current.”

— Asset Manager
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“We evaluate opportunities faster — and with more confidence — because the data is already structured and current.”

— Asset Manager
user

“We evaluate opportunities faster — and with more confidence — because the data is already structured and current.”

— Asset Manager

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.

One operating system — adapted to institutional workflows

Tamarix gives institutional asset owners a shared foundation for private markets data, monitoring, reporting, and decision-making — without replatforming as needs evolve.

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.

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FAQ — Institutional Asset Owners

Answers to the most common questions about asset owners.

Tamarix is used by operations, finance, and investment teams that rely on private markets data for reporting, monitoring, and decision-making.

Yes. Tamarix is designed to support the full workflow — from GP data ingestion and validation to portfolio monitoring, analytics, and investment decisions — on a single system.

Yes. Institutional teams often start with data management or reporting and expand into monitoring and analytics over time, without rebuilding data pipelines or changing systems.

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.