Download our latest research report: Private markets in wealth management >>>

Book a Demo
{"products":[{"name":"Technology","url":"https:\/\/\/products\/technology\/","icon":"https:\/\/\/wp-content\/uploads\/2020\/06\/delio-connect-1.png","description":"Your integrated, digital private market proposition"},{"name":"Expertise","url":"https:\/\/\/products\/expertise\/","icon":"https:\/\/\/wp-content\/uploads\/2021\/08\/expertise.png","description":"Develop, scale and enhance how you offer private investments"},{"name":"Connectivity","url":"https:\/\/\/products\/connectivity\/","icon":"https:\/\/\/wp-content\/uploads\/2020\/06\/delio-portfolio-1.png","description":"Institution to institution, deal by deal connectivity"},{"name":"Ventures ","url":"https:\/\/\/products\/ventures\/","icon":"https:\/\/\/wp-content\/uploads\/2021\/11\/v1.2-Delio-Ventures-spot-illustration.png","description":"Accelerating the growth of direct to investor marketplaces"}],"solutions":[{"name":"Scale distribution","url":"https:\/\/\/solutions\/scale-your-private-market-proposition-to-drive-revenue\/","icon":"https:\/\/\/wp-content\/uploads\/2020\/06\/delio_growth.png","description":"Grow your private market proposition to drive revenue"},{"name":"Operational efficiency","url":"https:\/\/\/solutions\/streamline-workflows-to-improve-operational-efficiency\/","icon":"https:\/\/\/wp-content\/uploads\/2020\/06\/delio_efficiency.png","description":"Streamline workflows and outsource deal structuring to drive efficiency"},{"name":"Client engagement","url":"https:\/\/\/solutions\/strengthen-client-relationships-and-improve-distribution\/","icon":"https:\/\/\/wp-content\/uploads\/2020\/06\/delio_engagement.png","description":"Strengthen relationships, gain insight and add value"},{"name":"Robust governance","url":"https:\/\/\/solutions\/embed-robust-governance-processes-around-deal-distribution\/","icon":"https:\/\/\/wp-content\/uploads\/2020\/06\/delio_governance.png","description":"Embed robust governance around deal distribution"},{"name":"Investor reporting","url":"https:\/\/\/solutions\/portfolio-reporting-for-effective-investor-relations\/","icon":"https:\/\/\/wp-content\/uploads\/2020\/06\/delio_reporting.png","description":"Portfolio reporting for effective investor relations"},{"name":"Instant market partnerships","url":"https:\/\/\/solutions\/share-and-receive-deals-on-an-institutional-basis\/","icon":"https:\/\/\/wp-content\/uploads\/2020\/06\/delio-network.png","description":"A private markets solution available \u2018out of the box\u2019"}],"company":[{"name":"About Us","url":"https:\/\/\/company\/about-us\/","icon":"https:\/\/\/wp-content\/uploads\/2020\/06\/delio-about-us-1.png","description":"Introducing Delio's people and culture"},{"name":"Careers","url":"https:\/\/\/careers\/","icon":"https:\/\/\/wp-content\/uploads\/2020\/06\/delio-careers-1.png","description":"What it's like to work at Delio"}]}

TritonLake is a boutique placement agent for private and alternative fund managers.  Headquartered in New York and with offices in Texas and Ireland, they provide fundraising and advisory services focused on investment allocations from an investor network of large RIAs (Registered Investment Advisers), family offices, fund-of-funds, and OCIOs (Outsourced Chief Investment Officers) in the US.

The challenge

The TritonLake investor network was demonstrating an increasing appetite for deal flow and requested that the fund opportunities be supplemented with differentiated direct deals. To achieve this, TritonLake were looking to create a secure and controlled environment where this greater volume of fund and direct deal opportunities could be filtered and reviewed.

After considering an in-house build and considering other alternatives, TritonLake found Delio’s technology to be the perfect solution to enhance the way they promoted private market opportunities to their clients.

The solution

TritonLake evaluates hundreds of fund and direct investment opportunities across the globe every year to bring the best ideas to their investor network. Therefore, a key feature of Delio’s technology offering was that it allowed them to centralise their investment onboarding process, with the addition of a formal workflow and audit trail.

Delio white-labelled their private markets platform for TritonLake, enabling them to offer their network digital access to investment opportunities while adding value to their brand and delivering a seamless engagement experience that their investors enjoy. Most importantly, the Delio solution allows them to share all of their investment opportunities in a secure and controlled manner with their investor network.

The result

Conor Smyth, Founder and CEO of TritonLake, said, “The feedback we have received to date has all been extremely positive, and we believe that the solution is adding, and will add, real value to our relationships and interactions. Our solution with Delio allows our investors to fine-tune their investment preferences and quickly find relevant and compelling opportunities all in one secure and easy-to-use interface. We are also pleased with the workflow and audit trail we have been implementing around opportunity onboarding.”

Overall, we have been delighted with the attention and service we have received from the Delio team and look forward to the continued development of our partnership going forward.

Delio Client Story - TritonLake
Conor Smyth Founder and CEO

More Client Stories

Over 70 financial institutions, including top-tier global banks, use our technology, network and expertise to launch, streamline or scale the way they connect private assets with capital. Discover more about their stories.

University of Essex



We're here to help

Need support with your private markets offering? Challenge us to find a solution

Book a Demo Contact Us
Private markets technology

Book a demo

Book a demo today to find out why many of the world’s most respected financial institutions, including the likes of Barclays, ING and Coutts, put their trust in us.