Bodic LP Portal
A secure portal for your LPs: documents, reporting, notifications and communication with your teams.
A secure space for your investors
BODIC LP Portal is an application dedicated to communication and information dissemination for investors. This platform allows management companies to share, in a fluid and secure way, all key documents: reports, quarterly letters, meeting notices, account statements, etc.
Designed to meet LP expectations, the portal offers a clear, personalized and professional experience, accessible at any time. Each user has secure access to their scope, with automatic notifications and a consultation history.
BODIC LP Portal thus facilitates a modern and transparent investor relationship, while lightening the operational burden of internal teams.
A clear interface for a modern LP relationship
Intuitive navigation
A dashboard that presents, at a glance, available documents and latest news
Personalized access
Each LP sees only what concerns them (funds, vehicles, compartments…) and has a single access, even in case of investment in several funds
Custom design
Possibility to add presentation blocks for each marketed product, visuals, dynamic carousels, with your brand colors
Structured and automated document sharing
Automated distribution
of key documents (quarterly reports, meeting notices, account statements…)
Smart classification
of documents: by type, date or by name
Automatic notifications
to LPs at each availability of a new document, via the sovereign BREVO tool
Integrated dataroom
for pre-commitment operations (secure sharing & audit trail)
Track your investors' engagement
Connection frequency, type of users within the management company
Identify the topics that generate the most interest
Identify LPs to reactivate or accompany if they have not connected
Integrations and security
Easy integration with email systems, calendars, financial management software and other tools used by the company.
Robust authorization system allowing to define access levels for each user according to their role.
Provides APIs and connectors for seamless integration with other applications and third-party services.
Facilitates internal communication via an Outlook add-in to send information with one click to the CRM.
Strengthening LP relationships
A single portal, consistent with your CRM and reporting, to improve your image and save time on each reporting campaign.