- Automate data entry
- Generate exposure and performance reports
- Forecast liquidity
- Optimize portfolio construction
AI Agents for 10× Smarter Limited Partner Ops
Purpose-built for Limited Partners, Tamarix streamlines private market operations — from document tracking and data extraction to reporting and portfolio planning — enabling greater efficiency, reduced operational costs, and smarter decisions.
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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.

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

Reporting
Monitoring
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
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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.
Fund of Funds
- Automate data entry
- Speed up reconciliations
- Create reports for clients
- Accelerate primary and secondary due diligence
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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.
Endowments & Foundations
- Automate data entry
- Generate exposure and performance reports
- Forecast liquidity
- Optimize portfolio construction
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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.
Multi Family Offices
- Automate data entry
- Generate reports for clients
- Create liquidity and allocation reports
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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.
Pension Funds
- Automate data entry
- Generate exposure and performance reports
- Forecast liquidity
- Optimize portfolio construction
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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.
Sovereign Wealth Funds
- Automate data entry
- Generate exposure and performance reports
- Forecast liquidity
- Optimize portfolio construction
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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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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
01. Ingest
02. Extract
03. Validate
04. Normalize
05. Enrich
06. Connect
Automate
Simplify Portfolio Management
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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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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
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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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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
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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.
Our Clients
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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 Client Say
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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
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
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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.
Get In Touch With Us!
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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.