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.
Adding, editing and managing deals on your platform couldn’t be easier and can be done in real-time 24/7. So no matter where your clients are in the world, they will be able to access your latest investment opportunities as soon as they are published.
Intuitive deal templates mean it’s easy to create a centralised digital hub which includes all the information you need to share with potential investors.
The deal building template allows you to instantly see how deals are presented to clients on the platform.
Whether you want to add a quote from business owners, link to external resources, or share a video introducing the opportunity, it’s easy to display information in a compelling way that drives investor engagement. Meanwhile, platform analytics will help you to evaluate the best format for getting your deals noticed.
Deal filtering tools make it easier for investing clients to navigate the opportunities shared on your platform. Include as much or as little information as you want to enable potential investors to identify the deals that are most interest to them based on criteria such as industry, target fund size, closing date, and many more.
Share information about deals concisely and efficiently with clear content structures and tabs. Allow your clients to browse all deal information quickly and navigate to what’s important to them in just a few clicks.
If you have information specific to a certain deal, you can add extra tabs and customise them to align with each investment requirement.
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