Digital Audit & IA Data Roadmap
A comprehensive assessment of your tools, processes and data to regain control and prioritize high-value projects.
Learn moreBodic Advisory
An advisory approach to align your data, AI use cases and information system, with a strong focus on sovereignty and responsible governance.
In an asset management firm, AI is only useful if the data chain is solid: reliable information, well-integrated tools, trustworthy reporting and clear governance.
Bodic Advisory supports management teams, support functions and investment teams in building a credible, pragmatic AI & Data roadmap that fits with regulatory constraints (DORA, ESG, SFDR…).
Our turnkey advisory missions
Bodic Advisory structures your AI & Data projects around three key stages: diagnosis, structuring and exploitation. The goal: move from a pile of tools to a readable, manageable system open to AI use cases.
Data Chain Structuring & Golden Source
Put your data "in order" to build a reliable, usable and sustainable base, an essential prerequisite for any useful BI or IA.
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Exploiting Your Data Potential
Move from available data to informed decisions, integrating dashboards, advanced analytics and targeted IA cases.
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Taking Control of Your Business BI
Make your BI readable, reliable and actually used by teams.
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Custom Business Development
When standard tools reach their limits, we develop targeted, robust and maintainable solutions.
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LP Conversion Engine Scan
Systemic diagnosis of your Investor Relations organization and your ability to convert LPs into commitments.
Learn moreDifferent mission types to meet your needs
Depending on your digital maturity and internal constraints, Bodic Advisory can support you through short missions, guided roadmaps or a recurring “AI Data SteerCo”.
A short mission to establish a shared diagnosis and a prioritised roadmap – ideal as a first framing phase or to prepare investment in core tools.
- Interviews with key teams (Partners, IR, middle, ESG…)
- Mapping of tools and data flows
- Analysis of main risks (data, SI, compliance)
- Costed and sequenced action plan
6–18 month support to steer roadmap execution: tool selection, project framing, data structuring and deployment of first AI use cases.
- AI Data PMO alongside internal teams
- Structuring of the golden source and key reporting
- Coordination of tech partners and integrators
- Follow-up of KPIs and business benefits
A recurring governance setup with a dedicated AI & Data committee to keep the trajectory on track over time and arbitrate priorities as the fund evolves.
- Monthly or bi-monthly AI & Data committee
- Monitoring of projects and operational risks
- Identification of new relevant AI use cases
- Ongoing alignment with LP expectations and regulation
You need a serious team that knows the asset management industry perfectly and brings senior technical expertise, contact us.
Selected client cases
Armen
Private Equity fund
End-to-end AI Data support: structuring of a sovereign application backbone (Bodic Apps), golden source for investors and portfolio companies, then progressive rollout of AI use cases for investment and IR teams.
MBO+
Private Equity fund
7-day AI Data audit to review tools, map data and define a mid-term action plan, followed by a bi-monthly AI Data SteerCo to keep the trajectory on track and arbitrate priorities.
Citizen Capital
Impact investing
AI Data audit and roadmap design focused on ESG and impact, then mid-term support to implement the identified projects (data chain, reporting, targeted AI use cases).
Our Consultants
Cyril Sacenda
Expert in digital transformation and data structuring for asset management companies. Cyril supports funds in implementing customized AI & Data solutions. With his experience in strategic consulting and technical architecture, he helps teams optimize their processes and create operational value. He combines technical expertise with understanding of Private Equity business challenges.
Nicola Clasadonte
Nicola Clasadonte is an expert in operational value creation, specialized in Sales Excellence and Pricing for B2B companies under LBO. He currently operates as an independent Principal, after having held this role alongside funds and their portfolio companies, notably at Simon-Kucher on topline topics (pricing, go-to-market, and Salesforce efficiency), or at Opeo (firm founded by ex-McKinsey consultants) on LBO productivity issues. Nicola acts as a bridge between funds, management, and commercial teams, with a pragmatic approach focused on results and adoption.
Antoine Jeanjean
Antoine Jeanjean is an entrepreneur and executive, specialized in data, AI and digital transformation applied to Private Equity and alternative investment. He is co-founder of Recommerce, European pioneer in electronic refurbishment, now present in 12 countries. After creating OPT2A, a data-driven transformation consulting firm, he founded BODIC, a platform and advisory firm dedicated to asset management companies. He supports funds and management teams on IR steering, data governance, CRM tools and value creation. His approach combines strategic vision, operational pragmatism and digital sovereignty.
Adrian Rodriguez
Adrian Rodriguez is an expert in digital transformation and product delivery, specialized in structuring information systems and data platforms for demanding environments. Co-founder of DRIVN, he supports funds and their portfolio companies in the design and industrialization of data and BI solutions focused on performance management. He notably works on the structuring and exploitation of Business Intelligence for the Armen fund, with particular attention to data reliability, team adoption and long-term operational value creation.
An ecosystem of experts for your projects
Bodic relies on a network of specialised partners to cover the full scope: tech, KYC, cyber, AI, sector expertise and SI integration.
Hones for technology due diligence and Bodic Apps development, Thales Services Numériques for secure integration and data onboarding in demanding environments.
B4Finance for KYC and investor onboarding topics, and specialised cyber / compliance partners to secure sensitive flows and LP interfaces.
A network of sector experts, data scientists and AI specialists to design and industrialise custom AI use cases aligned with your investment theses and portfolio.
Plan your first AI Data audit
You want to regain control over your data chain, secure your reporting and prepare useful AI use cases for your teams? Let’s start with a focused AI Data audit of your management company.