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Your integrated, white-labelled private market proposition

The Delio Platform enables your organisation to offer a digital, white-labelled private market proposition that covers the entire investment cycle. Origination, distribution, transaction and reporting are integrated seamlessly enabling users to scale their private market offering quickly, efficiently and compliantly. Meanwhile, your clients benefit from 24/7 digital access to your private market offering and the latest investment opportunities.

As well as this, the Delio Platform benefits from an investor reporting tool that helps financial institutions to digitally generate a transparent, holistic and consolidated view of their clients’ private market investments. The days of manual data collation, spreadsheets and sub-standard client reports are over - look forward to automated workflows, real-time KPIs and graphically rich information that you can tailor to your own specification.
Origination - Delio Products - Transform Private Markets

Originate

Create, manage and list internal and external deals more effectively, creating a central hub of segmented investment opportunities that can be viewed 24/7.

 Distribution - Delio Products - Transform Private Markets

Distribute

Share and promote investment opportunities quickly, transparently and compliantly, connecting the right clients with the right opportunities.

 Transaction - Delio Products - Transform Private Markets

Transact

Digitise your investment transactions stage by stage to demonstrate activity, manage pipelines, sign documents and track compliance.

 Reporting - Delio Products - Transform Private Markets

Report

Use integrated analytics and reporting tools to present consolidated portfolio views, understand client preferences and engage with them more effectively.

The problems we solve

The Delio technology elegantly solves the challenges typically associated with private market investments.

Distribute deals more effectively

Deliver curated opportunities in an engaging manner to your clients, tailoring and segmenting distribution based on investor preferences and their regulatory profile.

Automate your private markets workflows

Improve operational efficiency and say goodbye to manual, time consuming processes.

Generate client insights and reports

End your reliance on disparate data stored in multiple locations. Consolidate your private markets data to create a holistic view of your clients’ investments, share information and generate reports that add value for key stakeholders.

Reduce your operational risk

Improve your process governance through configurable workflows, document management and digital sign-off.

The digital platform to power your private market proposition

  • Improved efficiency through configurable, automated workflows
  • Configurable, graphically rich dashboard reporting
  • Upload, assign and share documentation at the click of a button
  • Update investment data with configurable KPIs to create tangible performance metrics
  • Increased pipeline transparency for clearer reporting
  • White labelled to provide a seamless user experience
  • Real time analytics to enhance your proposition
  • Define and segment client investments for clearer reporting
  • Integrated communications tools that support targeted deal sharing

Trusted by the world’s leading financial institutions
  • 11

    of deals on platform

  • 530

    deals currently live

  • 5100

    active users
Development Banc - Delio Client
Minerva - Delio Client
Deepbridge Syndicate - Delio Client
UK Business Angels UKBAA - Delio Client
Global Alternatives - Delio Client
ING - Delio Client
Shaw & Co - Delio Client
Hottinger Group - Delio Client
Amberside Capital - Delio Client
Barclays - Delio Client
Biocity - Delio Client
Resonance - Delio Client
Align 17 - Delio Client
The Conduit Connect - Delio Client
Fintech Alliance - Delio Client
go beyond - Delio Client
Delio Client Story - TritonLake
Impact Agora - Delio Client

We use Delio technology to run both our direct investment and EIS services, helping us to scale these private market propositions for our clients.

Barclays - Delio Client
Damian Payiatakis Head of Impact Investing, Barclays Find out how our Technology can support your business

We're here to help

Need support with your private markets offering? Challenge us to find a solution

Book a Demo Contact Us

Book a demo

Book a demo today to find out why many of the world’s most respected financial institutions, including the likes of Barclays, ING and Coutts, put their trust in us.