Bodic Portfolio Portal
Turn your portfolio reporting into strategic infrastructure. Structured collection, assisted extraction, human validation, index benchmark and integrated community space.
Why move beyond the simple Excel template?
Most funds structure their reporting via:
- a standardised Excel template
- monthly email collection
- manual consolidation
- a BI dashboard
That is a first step.
But it remains fragile:
- format dependency
- no robust historisation
- difficulty to benchmark
- no smart interaction with portfolio companies
A dashboard is never more reliable than the data it consolidates.
Embrace heterogeneity, structure the data
The Portfolio Portal module enables:
- Multi-format upload (Excel, PDF, CSV)
- Integration of external links (Google Sheets, Notion)
- Assisted KPI extraction
- Human validation of detected values
- Automatic structuring in a historised database
Human-in-the-loop approach: technology accelerates, humans validate.
Key features
KPI collection campaigns
Monthly or quarterly campaigns, assignment by fund or organisation, status tracking (to complete, submitted, overdue), automated reminders.
Integrated Data Catalogue
KPI definition (FR / EN), type (Number, %, Currency, Text), unit, category, mandatory KPIs, definition historisation.
Extraction & Validation
Secure file upload, automatic indicator detection, validation interface for extracted values, change traceability.
Aggregated portfolio view, TTM tracking, growth, burn multiple, CSV / API export.
Sector percentile, anonymised positioning, intra-portfolio comparison.
Fund news, internal portfolio communication.
Portfolio company directory, direct networking, sector filters, summary presentation.
CEO, CFO, CTO, HR and other custom groups. Sharing of aggregated indicators, discussions, best practices.
Architecture
Hosting in France (OVH / CleverCloud).
Structured, high-performance storage of KPI data and metadata.
Data isolation by organisation and fund.
Role and scope-based access control.
Integration with your tools and data export.
Interface adapted for desktop, tablet and mobile.
Interface in multiple languages and built-in two-factor authentication.
Security
Compliant with standards expected by asset managers.
Controlled login and secure sessions.
Two-factor authentication to strengthen access.
Data and attachments encrypted at rest.
No data leakage between clients.
Traceability of actions and access.
Disaster recovery and business continuity ensured.
Use cases
Consolidated tracking and early signals.
- Consolidated monthly tracking
- Early anomaly detection
- Investment committee preparation
Data structuring and accelerated reporting.
- Data structuring
- Accelerated LP reporting
- Robust historisation
Simple interface and network access.
- Simple interface
- Comparative view
- Portfolio network access
Differentiation
Unlike a patchwork of tools:
- A unified architecture
- Structured data from the start
- A platform approach
- A base ready for AI
A module designed to turn fragile reporting into a lasting competitive advantage.
Ready to structure your portfolio?
Request a personalised demo of the Portfolio Portal module.