Private markets distribution - Scale your operations with Delio

The private market offerings of many financial institutions are often underpinned by highly manual, inefficient and disconnected processes. This means that many firms struggle to offer a scalable proposition that connects investors with dealflow while also meeting the complex requirements of private markets regulation.

Delio Core digitises the entire private investment lifecycle, with deal origination, distribution, transaction and reporting integrated seamlessly via one centralised digital hub. Say goodbye to manual, time-consuming processes. End your reliance on disparate data stored in multiple locations. Mitigate the risk of regulatory black holes in your governance framework. Instead, streamline your operating model for private markets so that you can scale it to a truly global audience quickly, efficiently and compliantly.

Fast, efficient and compliant deal distribution

Whether you want to share a new deal to your whole investor base, or introduce a specific opportunity to an exclusive group of clients, Delio Core offers you the flexibility to do so. Your platform will also help to mitigate the traditional governance challenges associated with deal distribution. Highly customisable deal classifications give you complete control over investor access and builds confidence in your regulatory process at each stage of the investment lifecycle.

Match investors with deals through data logic

Delio Core uses sophisticated deal matching technology to deliver a curated overview of deals that meet an investor’s specific interests and preferences. This not only delivers a highly personalised service that adds value to client relationships, but also drives higher deal engagement by presenting the right deals to the right investors.

Target investors with precision

Enjoy complete control over how your deals are distributed and share opportunities with the right investor at the right time. No more reliance on mass email lists and overloading clients with irrelevant information. Instead, you can configure and personalise investor communications directly from your platform based on their preferences, regulatory profiles and other criteria to deliver a highly personalised client experience.

Professional and interactive deal presentation

Delio Core enables you to take your investment opportunities to market via slick, professionally designed deal templates. Add as much or as little information as you want for each deal, while embedding documents, images and video content to maximise investor engagement and present the opportunity in as compelling a format as possible.

Create and send engaging emails direct from your platform

Delio Core’s integrated communications tool gives you complete control over the design of your deal promotions. Use intuitive email templates to deliver class-leading investor communications and analyse their performance through real-time analytics.

Plug-in curated dealflow from Delio’s trusted partners

For many institutions, particularly those launching their private markets proposition, sourcing high quality deal flow is a significant challenge. Thanks to Delio’s global private markets network, we can introduce you to best-in-class product providers that will help you to build a holistic private markets solution that is delivered seamlessly through your platform.

Create your own private markets network

Delio Connect enables you to digitally integrate your platform with like-minded partners from around the world in a highly controlled manner. In just a few clicks, you can collaborate with leading private markets specialists to share your deals with a wider audience of investors, access dealflow from other providers, and accelerate your proposition on a global scale.

Scale your private market proposition to meet client demand

How Delio Core adds value