Delio private markets technology

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Your integrated, white-labelled private market proposition

Delio private markets technology enables your organisation to offer a digital, white-labelled proposition that covers the entire investment cycle. Origination, distribution, transaction and reporting are integrated seamlessly enabling users to scale their alternative investment 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.

Transact

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

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

26
of deals on platform
1400
deals currently live
8600
active users

Delio private markets technology for Barclays

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

Damian Payiatakis Head of Impact Investing, Barclays

Find out how our Technology can support your business

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.