Our customised investment structuring solutions can be fully integrated with Delio’s Core technology to deliver an investor experience that supports a wide range of investor types, products, asset classes and structures. We also offer additional outsourced investment services that enable us to handle more of your operational overheads so you can focus on sourcing and distribution.
Forming the framework that allows advisors, firms, and distributors to develop custom product distribution and fundraising strategies that align to their specific needs and regulatory requirements. Built by experts.
Creation of relevant documentation with reduced operation costs and overheads, with ongoing distribution processes and workflows embedded into Delio Core for a seamless investor experience.
Ongoing support for the transaction management and reporting activities throughout the life of the investment. Fully outsourced and handled by Delio's management team of experts, there to support you all the way.
We can provide AIFM services for our Lux SPV and RAIF programs to deliver advisors with the governance framework and expertise to enable them to launch investment funds and FoF strategies compliantly.
Launch new products and propositions across asset classes in line with investor demand
Reduce access minimums to broaden investor participation and increase reach
Aggregate investors into alternative investment products more efficiently
Retain client AUM within selected vehicles as part of broader client offering
Increase operational efficiency and raise more capital through digitised client experience
Create uniform processes for investors to increase transaction efficiency
Streamline investor onboarding, subscription and reporting through a single provider
Digitise investor KYC and AML processes to reduce investment risk and ensure compliance
Create customised investment structures to drive product innovation and new opportunities
Our report explores the transformative impact investment vehicles are having on the market, and delves into their pivotal role in bridging the gap in democratisation and innovation.
As investors’ appetite for alternative assets has grown consistently over the last decade, the industry has been left with little choice but to react. For many, white-labelled investment vehicles provide a viable solution.
We’ve explored this evolution in detail and analysed how investment vehicles are making an impact on private markets in our latest report, covering:
· The democratisation of private markets
· How is the industry creating better access to private markets?
· Investment vehicles: What they are and what do they do?
· Case Studies: Investa Solutions & Bolt Angels
“As you only really have the end product in place once you’ve done the structuring, it made sense to hand this over to Delio’s team who have decades of experience in this area. Being able to digitise and deliver the structuring process through the platform was also a great benefit.”
Tullio Musso
CEO and Founder, Investa Solutions
Delio can support numerous aspects of your proposition, recognising your needs may go beyond that of a traditional technology provider. Find out more about how else we can support you in enhancing your proposition, removing operational overheads and giving you the time to focus on your clients.
As an FCA regulated firm, Delio has designed a regulatory support service that can be seamlessly embedded into your platform’s day-to-day operations.
As part of our regulatory coverage, Delio will be accountable for undertaking the regulated activity of “arranging deals in investments” on your behalf and act as a ‘bridge’ for firms seeking direct authorisation or to professionalise their operation.
Learn how Delio can support in designing investment structures built around your needs.
Book a consultation with our team of experts who will be able to provide expert guidance on the investment vehicle that suits your requirements.