Private markets platform: Insight into investor sentiment

Whatever the strength of your client relationships, you can never have enough access to data-driven insights that help you to better understand investor sentiment. This is just one of the ways that Delio Core will transform the way you engage with your clients.

Configurable investor profiling tools enable you to build a highly detailed view of your client base from the moment they onboard onto your platform. This means that you have the information that you need to seamlessly match them with investment opportunities that they will find compelling and appropriate to their regulatory standing. At the same time, Delio Core is monitoring and recording thousands of data points to build a holistic and insightful picture of investor sentiment at every stage of the investment lifecycle.

How Delio Core adds value

Generate previously unearthed insights to inform all aspects of your private markets strategy

Gain insight through real-time analytics

Every investor interaction within your platform is monitored and tracked to provide you with ‘always on’ insights. Data on platform usage, investor behaviour and deal engagement can be displayed graphically or exported for analysis and reporting off-platform. The insights you need to guide client conversations has never been more readily available.

Manage investor engagement via integrated bookbuilding tools

Delio Core’s bookbuilding functionality offers a transparent view of which investors are actively engaging with your deals, those that require further action, and those which are not interested in the opportunity. Centralised access to client engagement data means that your team can easily and effectively coordinate commercial outreach and focus their attention where it’s needed.

Generate management information and reports in seconds

Delio Core’s integrated analytics and reporting tools will transform the way in which you collate management information, with reports being generated in a matter of seconds. 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.

Quick and effective investor onboarding

Investor onboarding is a challenging exercise for institutions and investors alike. Delio Core will reduce the burden for all parties thanks to highly customisable workflows that enable you to gather the investor information and declarations that you need once and once only. This streamlined and fully digitised process not only improves the client experience but also creates a centralised data hub that can be used to deliver highly personalised services based on investor preferences.

Some people don’t necessarily equate technology with achieving these personal connections, but the fact that we can use Delio’s technology to manage all aspects of our investment process saves us significant amounts of time. This can then be reinvested into speaking with investors, engaging with our portfolio businesses, and working smarter.

Deyana Nedeva Head of Investor Relations, Blockchain Valley Ventures

Generate investor sentiment insights in real-time

How Delio Core adds value

Gain insight through real-time analytics

Manage investor engagement via integrated bookbuilding tools

Generate management information and reports in seconds

Quick and effective investor onboarding

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