In the increasingly globalised world of private markets, the ability to share dealflow with partners and engage with a wider audience of investors is vital to the scalability of your proposition. Delio’s highly configurable technology has been engineered to help you achieve these goals by enabling quick, efficient but highly controllable deal sharing between institutions.
Delio Core’s deal sharing functionality facilitates pre-agreed connectivity between your platform and those of your partners and other financial institutions. This means that you can publish deals on your platform and share them with connected platforms within your private network, expanding your investor audience and enhancing your capital raising potential. At the same time, your investor base can also access curated investment opportunities from pre-selected partners, adding value to your clients and rapidly expanding your dealflow.
We combine digital tools and industry expertise to create holistic private markets solutions.
Delio Core enables you to share access to investment opportunities published on your platform in an intuitive but highly controlled way. Use the platform’s simple tooling to choose which institutions and partners you want to connect your platform to, instantly widening your pool of potential investors and accelerating your capital raising capabilities.
For many financial institutions that are launching or building their private markets offering, providing their clients with high quality dealflow is often a significant challenge. Delio Core enables you to share third party investment opportunities directly from your own platform, allowing you to quickly build a varied proposition that will drive client engagement. You retain complete control over which deals you choose to make available to investors, whilst still benefiting from real-time analytics and reporting.
Working with trusted partners is vital to ensuring the quality of your private markets offering. This is why you retain complete control over the approval process that allows your Delio Core platform to connect with the platforms of other financial institutions.
Most financial institutions are highly protective of their client relationships and you are likely to be no exception. With this in mind, Delio Core has been engineered so that the personal details of your investors will never be shared with the owner of any third party deal that you promote to your clients. This offers you the best of both worlds – you can still provide your clients with access to external investment opportunities, without any concerns that the deal provider will be able to poach them from you.
Delio Core has been built to act as your digital hub for private markets, minimising the inefficiency of working from various data sources and siloed information. This is still the case even when providing your clients with access to external deals, as you can digitally manage elements of the opportunity through your platform, such as adding your own supporting documentation, while tracking activity and engagement through real-time analytics.
While Delio Core’s deal sharing capabilities have been engineered to help you maximise commercial opportunities, that does not come at the price of regulatory control. That’s why your external partners cannot edit your deals (or vice versa), external deals cannot be forwarded, and all investor data is anonymised to ensure full compliance at each stage of the investment process.
We use Delio technology to run both our direct investment and EIS services, helping us to scale these private market propositions for our clients.
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Book a demo today to find out why many of the world’s most respected financial institutions, including the likes of Barclays, SMTB and Coutts, put their trust in us.