Account manager tips: Maximising deal engagement

The Delio Core platform provides your investors with the opportunity to directly and proactively engage with your deal flow at their convenience. Therefore, how you present your deals can have a significant impact in driving meaningful engagement and, in the long run, how much capital you can raise from investors.

Our account managers have curated their top tips on how to present deals so that they capture the imagination of investors and spark conversations.

Make your deal cards as enticing as possible

Your deal title is the first thing that a potential investor sees when browsing the investment opportunities listed on your Delio platform. A well-crafted title can capture attention, generate interest, and prompt investors to delve further into the details.

Along with the title, your summary should provide context and help investors understand the nature of the investment at a glance. It should succinctly convey the industry, sector, or type of opportunity, allowing investors to quickly assess whether it aligns with their interests and investment criteria.

Adding images to a deal card captures the attention and engages potential investors visually. The eyes are naturally drawn to imagery, so incorporating the right type of image can make the investment opportunity more attractive and intriguing, encouraging investors to spend more time reviewing the details.

Lisa Sheehan, Head of Account Management at Delio, adds; “Including links and videos can also help to build a narrative around the opportunity. Our clients often use them to illustrate the opportunity, highlight its growth trajectory, showcase its impact, and create a cohesive and compelling storyline.”

Structure the content of deal cards carefully

Your Delio Core platform provides you with the ability to segment and structure your content within tabs that investors can view using a deal’s navigation bar.

Using these tabs enables you to present information in an ordered and systematic way. This approach makes it easier for both internal users and investors to access, review, and collaborate on investment opportunities.

Preset tabs within the platform include documents, team members, sustainable development goals and key contacts. There is also the option to add custom tabs so that you can tailor the information presented for specific deals.

“Providing a consistent layout of tabs across the platform helps investors to easily switch between deals and understand where they can find the information that is most important to them”,  comments Lisa.

Display information visually

Visual representations of data, such as graphs, charts, and infographics, can help investors grasp financial and performance metrics more easily than simply listing data in tables. Presenting information in a visual way can provide investors with a quick and easily digestible overview of the opportunity’s potential.

Within deal cards, there’s various options to enhance how information is shared. You can choose to display the funding bar to showcase investment progress, list sustainable development goals, and include graphs and charts to display data in a more engaging format.

Lisa explains, “the funding bar is a great resource to have on your deal cards. It quickly and easily shows how close a deal is to reaching its funding goal, and encourages investors to take action as they won’t want to miss out.”

Show the people behind the deal

It’s no secret that people are drawn to people. Incorporating this into your deal presentation on the platform will help to make a deal come to life and add a personal dimension.

Introducing your investors to the people behind a deal’s company or project within the Team tab will provide your investors with a better understanding of their background and credibility by highlighting their experience. 

Here you can add images, a brief bio and links to their social media accounts to add personality to their profiles. 

Lisa adds, “featuring the profile of a deal’s key contacts gives a sense of their credentials ahead of talking them through the opportunity. It can really build a bigger picture around the opportunity and drive more engagement.”

Promote, promote, promote!

Once your deal is added to the platform, it’s time to drive engagement to it. 

One way you can do this is by using the built in Promote deals functionality to push out high quality digital communications directly to relevant investors. You have the option to promote a deal immediately after it has been published to inform all classified investors that there is a new opportunity available, or you can promote a deal that is already live on your platform. This option can be helpful if a deal is approaching a deadline or close date and you need to coordinate a final promotional push. 

Distribution lists enable you to target communications about deals and platform activity at curated lists of users. No matter the type of communications you’re sending to your client base, you can group users in lists so you can reach the right people at the right time. 

Create and manage lists from the Distribution Lists page via the menu. From here, you can click into a list and draft promotional emails to send to everyone you have included in it.

“Segmenting your contacts can help you to create and organise the relationships that you’re developing with your client base”, says Lisa. “This could be by jurisdiction, preferences, risk appetite or other criteria that will help you to personalise the messages that you communicate.”

Keeping your client base up-to-date with the latest investment opportunities is a key way in which you can help to shape their user experience. So, we advise that you also take advantage of the option to promote deals and send emails directly to classified investors. You can select Classified Investors from the Promote to drop-down field before drafting your email.

Engage with investors

Offering clients different ways to engage with deals will encourage interactions. The Actions button within a deal hosts a variety of communication tools:

• Ask a question: Allow investors to directly pose a question.
• Request more information: Investors can ask for further information about a deal.
• Provide feedback: Investors can use this to share feedback on any part of a deal and highlight if they aren’t interested. If so, then you can remove them from the deal’s visibility.
• Meet management: Investors can request a call with the deal team, schedule a meeting via the management’s calendar, and find details of upcoming events which they’ll be speaking at.

Internal users with permission to manage deals will receive in-platform and email notifications when a client uses them.

“We recommend our clients to toggle the Question & Answers switch on so that their investor base has more opportunity to engage with deals and pose the sorts of questions that potentially open up commercial conversations ”, comments Lisa.

Want to find out more?

If you’re already a Delio client and want to put any of the above into practice, get in touch with your account manager who’ll be more than happy to help you.

If you’re not a Delio client but are interested in finding out more about our private markets technology, book a demo today.