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The common problem across investor types

While institutional investors differ in size and structure, they face the same underlying challenges:
  • GP data arrives fragmented, late, and in inconsistent formats
  • Operations, finance, and investment teams work off different versions of the truth
  • Reporting, monitoring, and decision-making rely on manual processes
  • Scale introduces cost, risk, and delay rather than efficiency

Most tools solve one part of the problem. Tamarix solves the 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.

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One operating system, multiple investor realities

Tamarix is built as a single AI-powered platform that supports different investor types without forcing different tools, data models, or workflows.

All clients benefit from:
  • Continuous GP data ingestion and validation
  • A shared system of record across teams
  • Live portfolio analytics and reporting
  • Scalable workflows across operations and investments

Each investor type deploys the system differently — but on the same foundation.

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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.

Who Tamarix is built for

Tamarix is built for Limited Partners across the private markets ecosystem — from family offices and institutional asset owners to funds of funds, secondaries, and wealth platforms. These organizations share common challenges: fragmented data, manual workflows, and the need to make faster, more confident investment decisions at scale.

Family Offices

Family Offices

Lean teams managing complex, multi-asset private markets portfolios — where automation, visibility, and simplicity are essential.

Explore Tamarix for Family Offices
Institutional Asset Owners

Institutional Asset Owners

Endowments, foundations, pensions, and sovereigns managing scale, governance, and long-term allocation across private markets.

Explore Tamarix for Institutional Asset Owners
Asset Managers

Asset Managers

Funds of funds and secondary investors requiring deep look-through visibility, diligence speed, and scalable operations.

Explore Tamarix for Asset Managers
Wealth Managers

Wealth Managers

Platforms and advisors allocating client capital into private markets while maintaining transparency and reporting discipline.

Explore Tamarix for Wealth Managers
Ecosystem Partners

Ecosystem Partners

Advisors, service providers, and platforms that need structured, reliable private markets data to power downstream services.

Explore Tamarix for Ecosystem Partners

How Tamarix adapts without fragmenting

Tamarix does not create different products for different client types.

Instead:

  • The same ingestion, validation, and analytics layer supports all clients
  • Workflows are configured based on needs — not rebuilt
  • Data compounds over time instead of being siloed

This allows clients to start where their pain is greatest and expand usage as needs evolve.

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What all Tamarix clients gain

Regardless of investor type, Tamarix delivers:
  • Lower operational cost as portfolios grow
  • Faster access to trusted data
  • Better alignment between operations and investments
  • Decisions made earlier, with more confidence

The system scales — not the workload.

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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.

Different investors. One system.

Tamarix replaces fragmented tools with a single operating system for private markets — adaptable to different investors, consistent across workflows.

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.

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FAQ — Who It’s For

Answers to the most common questions about client types.

No. Tamarix supports investors of different sizes, from lean family offices to large institutional asset owners.

No. All clients run on the same underlying system, with workflows configured to their needs.

Yes. Tamarix is designed to support operations, finance, and investment teams within a single platform.

Tamarix can replace fragmented point solutions or integrate with existing systems, depending on client preferences.

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.