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…).
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.
A comprehensive assessment of your tools, processes and data to regain control and prioritise the projects that truly create value.
Put your data in order: collection, golden source, BI and governance, leveraging Bodic Apps and your existing tools where relevant.
Turn data into decisions: dashboards, scoring, AI agents, optimisation of fund performance.
Dashboard overhaul, custom screen development, governance management, performance optimization, design improvement.
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Advanced VBA code for complex Excel macros, Chrome extension development for business use, custom AI agent creation, scoring scripts, optimization model implementation with a solver.
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Systemic diagnostic of your Investor Relations organization and your ability to convert LPs into commitments.
Learn moreDepending 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.
6–18 month support to steer roadmap execution: tool selection, project framing, data structuring and deployment of first AI use cases.
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.
You need a serious team that knows the asset management industry perfectly and brings senior technical expertise, contact us.
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.
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.
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).
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 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 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.
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.
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.