Trusted Partner for Data-Driven Alternative Investment Managers

Apps platform, AI agents and Learning, designed with and for investment teams.

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Bodic Apps interface illustrating CRM, LP Pipeline and Business Intelligence modules
AI active Golden Source operational Sovereign infrastructure

A complete platform for Investment Managers

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Bodic Apps

360° CRM, fundraising pipelines, deal flow, LP portal, Golden Source, BI and AI agents.

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Bodic Advisory

AI & Data advisory: audits, data chain, dashboards, AI agents and governance.

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Bodic Learning

AI & Data training programs for investment, IR and middle-office teams.

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Client Cases

Dominique Gaillard

Armen

My partners convinced me to invest, from the creation of Armen, in building a platform because we wanted to capitalize on our past experience and implement decision-making tools that are simple, practical, reliable and consistent to carry out our operations. The idea is also to benefit the network of European alternative management companies that we are building with Armen from this digitalization expertise.
Dominique Gaillard Executive Chairman
Géraldine Lanthier

MBO+

BODIC's support for our digital transformation began with an in-depth 7-day audit that precisely defined our needs, highlighted by a mapping of our information system and the identification of data interconnections. We then defined together a structured action plan to deploy new tools and optimize data usage while rationalizing costs. In parallel, the establishment of a cross-functional IT committee co-led by BODIC teams facilitated effective management of this roadmap
Géraldine Lanthier Partner Relations Investisseurs
Jonathan Piquet

Citizen Capital

BODIC's intervention allowed us to quickly step back from our tools, data flows and practices. In a few days, we obtained a clear mapping, concrete recommendations and an actionable roadmap. This first mission laid solid foundations, so much so that we chose to follow up with medium-term support to structure our AI & Data approach in a sustainable way.
Jonathan Piquet Partner in charge of Citizen Capital's growth-stage fund
Laurent Bénard

Armen

BODIC allows me to track all my data from the same tool. I find my fundraising management dashboards with the entire pipeline internationally, for our 4 offices with a degree of precision from the macro KPI to the micro-task of a call for a dedicated opportunity. On the investment side, the tool allows us to track our deal flow and becomes our golden source.
Laurent Bénard CEO
Ecosystem & technology partners

A platform powered by a sovereign ecosystem

Bodic relies on a network of specialised partners, each bringing a key building block to the Data & AI value chain of investment firms: product design, sovereign DevOps, cybersecurity, sector intelligence, document analysis, business intelligence and KYC.

HONES
Clever Cloud
Thales
Drivn
SectorAI
Callisto
B4Finance
Tech It Simple

HONES & Clever Cloud. HONES supports Bodic on UX design, front- and back-end development, API integration, MCP servers, Chrome extensions and Outlook add-ins, with a sovereign DevOps approach built on Clever Cloud. HONES also helps structure and steer the technology roadmap.

Drivn. With Drivn, Bodic leverages strong expertise in Power BI: optimised data models, dashboards tailored to investment, IR and middle-office teams, directly connected to databases hosted on Clever Cloud, delivering reliable indicators for committees and investor reporting.

Thales. The partnership with Thales places Bodic in a high-standard environment of security, resilience and sovereignty. Thales’ expertise in cybersecurity, protection of sensitive data and critical architectures strengthens trust in the Bodic platform in a demanding regulatory context.

SectorAI. SectorAI brings fine-grained sector intelligence to Bodic: mapping of key players, monitoring of market dynamics and early detection of weak signals by sector. This insight feeds Bodic’s modules and supports investment decisions.

Callisto. With Callisto, Bodic integrates an advanced document vectorisation and analytics layer. Callisto’s analysis platform, designed for investment funds, centralises market data, automates their processing and delivers reliable indicators to support investment decisions.

B4Finance. B4Finance is the reference solution integrated into Bodic Apps for investor onboarding and KYC / KYB checks. Regulatory verifications are directly linked to investor records and operational workflows, reducing friction and securing the relationship with LPs.

Tech It Simple. External Cyber Audit: Full web/dark web reconnaissance of the organization's assets, testing and identification of vulnerabilities, etc. Cyber Assessment: 360° cyber maturity audit based on the ISO27001 standard and detailed audit report with findings.

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AI & Data briefs

Educational briefs to understand and deploy AI and data inside investment firms.

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SIAI 2025

IA Data Conference, 11th December the 11th 2025 in Paris

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