Bodic Apps

Bodic CRM 360°

Centralise all your contacts (IR, deal flow, M&A, operating partners, advisors…) in a CRM built for investment firms.

• Unified contacts & organisations database.
• History of emails, meetings and notes.
• Segmentation by fund, region, roles.

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Bodic LP Pipeline

Manage fundraising for each vehicle: LP pipeline, statuses, amounts and IR committees.

• LP pipeline by fund and vintage.
• Opportunity records with amounts and probabilities.
• Fundraising dashboards for your committees.

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Bodic Deal Flow

Track your deal flow end-to-end: from sourcing to post-investment monitoring.

• Deal pipeline by fund and strategy.
• Customisable stages: screening, due diligence, IC…
• Full traceability of committee decisions.

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Bodic LP Portal

Offer your LPs a secure portal for documents, reporting and notifications.

• Dedicated space per fund and vehicle.
• Distribution of reports, capital calls, distributions.
• Fine-grained access rights and governance.

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Bodic Business Intelligence

Power BI dashboards designed with Drivn, powered by a Bodic Golden Source.

• Data model adapted to investment firms.
• Dashboards for ICs, LP meetings, ESG and management.
• Co-design and skills transfer to your teams.

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Bodic Data Room

Manage your datarooms securely: document upload, access management, Q&A tracking and usage statistics.

• Document upload and organisation by project.
• Question and answer management on documents.
• Viewing statistics and granular access rights.

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Bodic Golden Source

Sovereign instance of NocoDB on Clever Cloud to build certified datasets, host your data catalogue and manage data governance.

• Certified datasets and collaborative data catalogue.
• Admin access to Bodic Apps databases (labels, translations, exports).
• Data governance: user groups and granular access rights.

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Bodic GEO Profiles

Optimize your investment firm's visibility in ChatGPT, Gemini and Copilot. Control how AIs describe your funds and portfolio companies.

• Structured AI profiles for your funds and portfolio companies.
• Validation workflow with governance and compliance.
• Automatic generation of JSON, JSON-LD files and dedicated pages.

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Bodic Connect

A single entry point for Bodic Apps modules, SIAI replays and your training journeys.

• Secure access to Bodic Apps.
• Replays, podcasts and gated content.
• Direct link to the Bodic Learning e-learning store.

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