Whether you want to share a new deal to your whole client base, or introduce a specific opportunity to an exclusive group of investors, Delio's private markets technology offers you the flexibility to do so. Tailored distribution lists allow you to target your communications based on investor or deal criteria to ensure a laser focussed approach to client relations.
Your platform will help you to mitigate the traditional governance challenges associated with private markets deal distribution. Sophisticated deal classifications add greater control to your operational workflows and build confidence in the robustness of your regulatory process at all stages of the investment lifecycle.
Enjoy complete control over how your deals are distributed and share opportunities with the right investor at the right time.
No more mass email lists and overloading investors with information; configure distribution lists using various criteria to tailor your communications based on clients’ preferences and drive more engagement.
Present your investment opportunities through professionally designed deal cards. Add as much or as little information as you wish, while maximising engagement through embedded documents, images or videos that help your investors understand the investment opportunity in its entirety.
The integrated email building tool gives you complete control over the design of your deal promotions. Use the intuitive templates to deliver all of your investor communications, from consistent, branded newsletters to specific deal promotions, while using real-time analytics to understand how clients are responding.
Each deal is tagged based on your own criteria to ensure that they are only visible to suitably qualified investors, while highly configurable approval processes can be configured around your own governance framework. This minimises your operational risk, prevents investors from committing to inappropriate opportunities, and improves the client experience.
Enjoy a clear overview of which investors are actively engaged with a deal, those that require further action, and those that are not interested in the opportunity. Centralised access to client engagement data ensures that you can take a coordinated approach to commercial conversations and focus attention where it’s needed.
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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.