Use Cases

Tamarix automates every step of private market data ops — from ingesting GP documents to delivering clean, validated data into front- and back-office workflows. Use Tamarix as a co-pilot, fully managed service, or modular toolset — tailored to your needs across diligence, monitoring, reporting, and planning.

Operating
Operating
Operating
Reporting
Reporting
Reporting
Monitoring
Monitoring
Monitoring
Investing
Investing
Investing

Operating

Tamarix automates time-intensive back-office workflows — from processing capital calls and distributions to reconciling capital accounts, NAV, and cash. Eliminate manual data entry and let your team focus on high-value work, not admin.

Reporting

Streamline internal and external reporting with auto-generated outputs in your exact format — from PowerPoint to Excel. Tamarix builds tailored, presentation-ready reports using clean, validated data — no rework, no reformatting.

Monitoring

Get instant visibility into your entire portfolio — including company look-through, exposure breakdowns, performance drivers, liquidity forecasts, and pacing plans. Tamarix delivers out-of-the-box analytics that feel like a built-in data science team.

Investing

Accelerate fund screening and risk assessment with automated look-throughs, historical performance, and exposure analysis — all extracted directly from GP documents. Tamarix cuts the noise so you can focus on evaluating what matters.

Solutions

Our product is designed for Limited Partners by a team that understands Limited Partners to solve your day-to-day challenges. Tamarix’s customizable solution addresses your unique pain points and empowers you with a financial solutions that evolves with your business.

Single Family Offices
Single Family Offices
  • Automate data entry
  • Generate exposure and performance reports
  • Forecast liquidity
  • Optimize portfolio construction

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.

Fund of Funds
Fund of Funds
  • Automate data entry
  • Speed up reconciliations 
  • Create reports for clients
  • Accelerate primary and secondary due diligence

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.

Endowments & Foundations
Endowments & Foundations
  • Automate data entry
  • Generate exposure and performance reports
  • Forecast liquidity
  • Optimize portfolio construction

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.

Multi Family Offices
Multi Family Offices
  • Automate data entry
  • Generate reports for clients
  • Create liquidity and allocation reports

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.

Pension Funds
Pension Funds
  • Automate data entry
  • Generate exposure and performance reports
  • Forecast liquidity
  • Optimize portfolio construction

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.

Sovereign Wealth Funds
Sovereign Wealth Funds
  • Automate data entry
  • Generate exposure and performance reports
  • Forecast liquidity
  • Optimize portfolio construction

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.

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.

Product

Our product solution is powered by our Private Equity Data Management Tool and Portfolio Monitoring Software. Private market data from key financial documents is read through Tamarix ‘AI + Human’ engine, leading to single, accurate source-of-truth of your private market data – that powers your front-end and back-end tasks.

Our Data Management Tool
Ingest
01. Ingest
Financial documents such as quarterly reports and capital accounts from any source or format
Extract
02. Extract
All key data from your private market files using our AI technologies
Validate
03. Validate
Your key data by our expert financial analysts, ensuring 100% accuracy
Normalize
04. Normalize
Your key data into our standard or your custom datasets
Enrich
05. Enrich
Automatically with our insights, your knowledge, and any third-party data subscriptions
Connect
06. Connect
With your data through API connection or our analytics dashboards
Automate
Simplify Portfolio Management

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.

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.

Powerful Portfolio Monitoring

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.

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.

Empower

Features

Accurate and transparent data management process
Accurate and transparent data management process
Fully customizable solution for your needs
Fully customizable solution for your needs
Fully outsource your data management, operations, and reporting activities
Fully outsource your data management, operations, and reporting activities
Powerful analytics tools and dashboards
Powerful analytics tools and dashboards

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.

Our Clients

Treva
Velocity 9
Aven
Ideaa
amara

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 Our Client Say

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s

Fictional company logo
Frame

There are many variations of passages of Lorem Ipsum available, but the majority have suffered alteration in some form, by injected humour, or randomised words which don't look even slightly believable.

Kevin V. Matney
CEO
Fictional company logo
Frame

There are many variations of passages of Lorem Ipsum available, but the majority have suffered alteration in some form, by injected humour, or randomised words which don't look even slightly believable.

Kevin V. Matney
CEO
Fictional company logo
Frame

There are many variations of passages of Lorem Ipsum available, but the majority have suffered alteration in some form, by injected humour, or randomised words which don't look even slightly believable.

Kevin V. Matney
CEO

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.

Get In Touch With Us!

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.