Private markets transaction management

Delio Core enables you to manage all stages of the investment lifecycle through one centralised digital hub. You can configure and automate all operational workflows to reflect or enhance your existing internal processes, with clear milestones and notifications helping to ensure that each stage of the transaction is completed seamlessly. Every internal user and investor action is tracked across the platform in real-time, creating data-rich insights that improve your understanding of deal engagement and client behaviour.

From an investor perspective, process automation encourages them to take the initiative throughout their investment journey, while offering a clear view of what progress has been made and the steps that need to be completed. Each stage, request and decision is tracked digitally to enable a clear and auditable view of each transaction, saving reporting time and enhancing regulatory governance.

Manage all stages of the investment lifecycle through a centralised digital hub

Delio Core enables you to manage, track and report on deal origination, distribution, transaction management and post-deal reporting from one platform. This not only provides ‘one true view’ of your private markets operation, but also enhances cross-team collaboration and transparency of data across your organisation.

A transparent transaction management process that improves investor relations

Enjoy a clear overview of how your clients are moving through each stage of the investment process at the click of a button. Automated notifications will update you as investors commit to each stage or ask a question that requires a response from you.

Improve operational efficiency through process automation

Internal deal approval tasks generate platform notifications and automated emails to ensure that specific members of your team are involved as and when their input is required, reducing wasted time and improving cross-team collaboration.

Reduce regulatory risk around deal distribution

Workflows can be setup to ensure that deals are only published to investors when deal assessments are passed, terms have been agreed, and outreach strategies are in place.

Drive commercial conversations based on data-led insights

See which investors are interacting with your deals, have viewed them, or signed documentation to indicate a commitment. Real-time insights will you to understand what stage your investors are at in the transaction process and inform what action needs to be taken to move them to the next stage of commercial discussions.

Access valuable insights through intuitive and clear dashboard reporting

Key information on platform use, investor behaviour and deal engagement can be presented graphically or as raw data for export and analysis in other applications. Data-led insights to help guide client conversations and identify potential commercial opportunities have never been more readily available.

Automate transaction workflows and data insights

How Delio adds value