Delio's private markets technology allows you to add, edit and manage deal information quickly and accurately. The intuitive interface means that investment opportunities can be shared with clients from scratch in a matter of minutes, reducing operational friction and accelerating commercial conversations with potential investors.
List your deals via easy-to-use templates and incorporate documents, web links, videos and images to maximise their appeal to potential investors. Highly configurable deal and investor tagging will also give you the confidence of knowing that clients can only access deals that you deem appropriate for their regulatory profile or investment preferences.
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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.