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The reality for asset managers — and where it breaks

Asset managers investing as LPs operate in data-intensive environments, where speed and consistency directly impact outcomes.

In practice:
  • Diligence requires pulling historical data across many managers and vintages
  • GP information is fragmented across documents, portals, and point tools
  • Data collected for reporting is reused manually for underwriting and pricing
  • Portfolio intelligence is recreated repeatedly rather than systematically reused

As a result, teams spend too much time assembling data — and not enough time acting on it.

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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 asset managers

Tamarix provides a single operating system that connects operational workflows directly to investment analysis.

Structured, reusable historical data

Structured, reusable historical data

GP documents and data are collected, extracted, and structured continuously, creating a reliable historical dataset that can be reused across diligence, monitoring, and pricing workflows.

Faster diligence and underwriting

Faster diligence and underwriting

With clean, current data already available, teams can evaluate opportunities more quickly — reducing turnaround time for underwriting and secondary analysis.

Continuous portfolio monitoring

Continuous portfolio monitoring

Holdings, exposures, cash flows, and performance are updated as new information arrives, enabling ongoing insight rather than point-in-time reviews.

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What this delivers for asset managers

  • Faster underwriting cycles with less manual data work
  • Improved pricing decisions based on consistent, structured data
  • Better capital deployment through clearer portfolio visibility
  • Less duplication of effort across operations and investment teams

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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

user

“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
user

“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 — powering ops and investment workflows

Tamarix gives asset managers a shared foundation for data, monitoring, reporting, and analysis — enabling teams to move faster without sacrificing rigor.

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 — Asset Managers

Answers to the most common questions about asset managers.

Tamarix is used by operations, investment, and portfolio management teams that rely on private markets data for diligence, monitoring, and reporting.

Yes. Tamarix provides structured historical data and continuous portfolio monitoring that support underwriting, pricing, and analysis for secondary transactions.

Yes. Many asset managers start with data management or diligence workflows and expand into monitoring and reporting over time — all on the same 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.