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The unique complexities of accessing, promoting and transacting private market investments often create significant regulatory challenges that financial institutions struggle to overcome. Governance is typically tackled in a fragmented and siloed way, with many institutions relying on disparate systems or manual processes. This results in poor governance of distribution, increased risk of non-compliance and operational inefficiency which creates significant regulatory ‘blind spots’.

Delio Core enables you to digitally embed your governance framework at each stage of the investment lifecycle. Highly configurable workflows can be designed and automated to meet your specific regulatory requirements, ensuring that all tasks, actions and approvals are digitally tracked. Documents can also be stored, shared and signed electronically, creating an audit trail that satisfies the most rigorous of compliance checks.

How Delio adds value

We combine digital tools and industry expertise to create holistic private markets solutions.

  • Digitally embed all compliance checks to mitigate risk
  • Automate investor profiling to support better targeting
  • Limit investor access to investment information until regulatory checks are complete
  • Generate a holistic regulatory view of the entire investment process
  • Manage all opportunity-related documentation from one central digital hub
  • Digitally embed your KYC / AML processes
Embed and manage robust regulatory governance

A key feature of Delio’s technology offering was that it allowed Triton Lake to centralise the investment onboarding process, with the addition of a formal workflow and audit trail.

Delio Client Story - TritonLake
Conor Smyth Founder and CEO of TritonLake

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