Bodic Deal Flow
Track your deal flow end-to-end: sourcing, screening, due diligence, committees, closing and post-investment follow-up.
An App designed by and for management company users
BODIC Deal Flow for GP is a comprehensive application that offers a complete and shared view of the opportunity pipeline: from initial detection to investment committee. The platform simplifies the collection, qualification and tracking of files, while strengthening internal collaboration
Unified opportunity management
Unified opportunity management
All your opportunities are centralized in a single interface, eliminating the risk of information loss between Excel, emails and scattered documents. The visual pipeline allows you to quickly see where each file is at, step by step. Thanks to tags, scoring and shared notes, each team can effectively qualify opportunities and focus on those with the most potential.
Integrated document tracking
Each opportunity is enriched with a complete file where you can directly associate strategic documents (teasers, IM, business plans). All interactions are logged: reports, emails, calls, and internal notes are available at a click, to avoid any loss of context. The native link with the GED file allows you to share sensitive documents securely, with version tracking and access traceability.
Collaboration and management
BODIC Deal Flow promotes true team collaboration: each member sees in real time the evolution of files and the latest updates. Investment committee preparation is simplified, with direct access to agendas, documents and summaries necessary for decision-making. Integrated key indicators allow you to track the number of deals analyzed, conversion rate and average time per stage, to optimize the overall process.
Interaction and activity management
Clear pipeline, standardized process, end of document dispersion
Integrated scoring, personalized and transparent business criteria
Shared view, complete history and automatic notifications
Sovereign hosting, GDPR compliance, access audit
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.
Structuring your deal flow
Bodic Deal Flow helps you prioritise deals, streamline internal discussions and strengthen the collective memory of your committees.