BODIC provides an AI-powered data and workflow platform for alternative investment managers, integrating investor relations, fundraising, deal flow, CRM and reporting into a centralized system. Its sovereign AI infrastructure enables investment teams to automate information capture, improve data governance and streamline fund operations while maintaining control over sensitive information.
Core product
BODIC Apps — a modular investment management platform combining CRM 360°, fundraising and deal pipelines, LP portals, business intelligence, centralized data management and AI agents. Additional advisory and training services support AI adoption and data transformation across investment firms.
Use cases
Automates investor interaction summaries, meeting notes, KYC checks and CRM updates while supporting fundraising pipeline management, investment opportunity tracking and LP reporting. Enables investment teams to consolidate operational data, build dashboards and deploy AI-assisted workflows within a controlled European-hosted environment.
Functional categories (vendor-stated)
Integrations
Workflow stages
Security compliance (vendor-stated)
Portfolio focus
Private Equity, Private Debt, Venture Capital, Real Estate, Infrastructure
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