Sovereign business modules designed for investment firms.
Four layers around a single reference. Every block leads to its module; the dotted components ship with the platform and have no page of their own.
Bodic Apps groups several complementary modules: CRM 360, LP pipeline, deal flow, LP portal, data room, Golden Source, business intelligence and geo mapping. Each module can be deployed step by step, relying on a shared Golden Source.
Origination, investor relations and market watch
Centralise all your contacts (IR, deal flow, M&A, operating partners, advisors…) in a CRM built for investment firms.
Track your deal flow end-to-end: from sourcing to post-investment monitoring.
Manage fundraising for each vehicle: LP pipeline, statuses, amounts and IR committees.
Your meetings, connected to your CRM: an assistant joins the call, transcribes it and drafts the minutes on sovereign infrastructure.
Internal documentation and project management, anchored to your CRM: a procedure becomes a project, a meeting decision becomes a task.
What your investors, your holdings and your ESG team actually see
Offer your LPs a secure portal for documents, reporting and notifications.
Manage your datarooms securely: document upload, access management, Q&A tracking and usage statistics.
KPI campaigns, Data Catalogue, sector benchmark. Portfolio Clubs: thematic communities, messaging, events and Knowledge Base.
Non-financial collection from your holdings: versioned questionnaires, a score per company, and fund aggregates where every figure carries its coverage.
Middle office, AML compliance, signature and holdings tracking
PE/VC fund administration platform: commitments, calls, distributions, IRR, European waterfall and LP reporting in one tool.
Investor compliance: one file per account, a versioned risk map and a complete audit trail.
Analysis, sovereign AI and opening the platform to your information system
Power BI dashboards designed with Drivn, powered by a Bodic Golden Source.
Optimize your investment firm's visibility in ChatGPT, Gemini and Copilot. Control how AIs describe your funds and portfolio companies.
The shared reference of your investment firm: a cross-cutting data catalogue, governance by group, user and feature, and a framed opening to AI assistants.
Bodic Connect is the portal that centralises access to your Bodic Apps, replays, Bodic Learning trainings and gated content.
A single entry point for Bodic Apps modules, SIAI replays and your training journeys.
Quickly find the information you need among our modules, services, news, podcasts and resources.
We can start with a single module (CRM, LP Pipeline, Deal Flow, LP Portal, Data Room, BI or GEO Profiles) and then extend gradually while keeping one coherent data foundation.