Built for family offices managing private markets with lean 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.
The reality for family offices — and where it breaks
Family offices increasingly allocate to private markets, but operational infrastructure rarely keeps pace.
In practice:
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GP documents and data arrive continuously, across emails and portals
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Small teams manually collect, track, and re-enter information
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Portfolio views are stitched together in spreadsheets
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Reporting for principals and boards is time-consuming and fragile
As complexity grows, private markets become harder to manage — not because of strategy, but because of operations.
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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 family offices
Tamarix provides a single operating system that removes manual work while delivering institutional-grade clarity.
Automated document collection and data handling
GP notifications and documents are monitored and collected automatically. Data is extracted, structured, and kept continuously up to date — without manual entry or template maintenance.
One live view of the private portfolio
All holdings, exposures, cash flows, and performance are available in one place, updated as information arrives — not weeks or quarters later.
Reporting for principals and boards
Reports are generated directly from live, validated data, reducing preparation time and increasing confidence in what’s being shared.
What this delivers for family offices
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Significant time savings for lean teams
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Fewer operational mistakes from manual data handling
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Clear, consolidated portfolio visibility across managers and asset classes
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Institutional-grade insight without institutional headcount
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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
“We finally have clarity across our private investments — without growing the team.”
“We evaluate opportunities faster — and with more confidence — because the data is already structured and current.”
“We evaluate opportunities faster — and with more confidence — because the data is already structured and current.”
“We evaluate opportunities faster — and with more confidence — because the data is already structured and current.”
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 — built to scale with you
As portfolios evolve, Tamarix scales with them — allowing family offices to start with core workflows and expand over time, without replatforming or rebuilding data pipelines.
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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.
