Digital private markets platform for streamlined operations

Private markets operations are typically associated with unique procedural and regulatory complexities. The highly configurable nature of Delio Core means that your platform can be built to replicate and enhance your existing business processes while saving time, improving efficiency and reducing your reliance on manual, human intervention.

As your centralised digital hub for private markets, your platform offers a holistic and transparent view of all internal and investor activity across the investment lifecycle. This means you can improve how information is shared, track action management more clearly, and remove the operational barriers that limits the scalability of your proposition.

Reduce operational friction and improve efficiency

Delio Core moulds around your existing business processes while using digital workflow logic to dramatically improve your operational efficiency. This creates a streamlined and scalable way of distributing, managing and reporting on your private markets activity, while freeing up your team to focus on fee-earning activity and building client relationships.

Distribute deals in a targeted and more effective way

Promote your private market opportunities to investors quickly, efficiently and compliantly using Delio Core’s integrated deal matching functionality. The integrated email building tool allows you to create and distribute beautifully presented communications direct from your platform, while also generating real-time analytics that reveal investor sentiment and enable you to target the right clients at the right time.

Manage all stages of the lifecycle from a centralised hub

Delio Core removes one of the biggest challenges financial institutions face in private markets – siloed data and disconnected teams. As the digital fulcrum of your operation, your platform provides your entire organisation with ‘one true view’ of the investment lifecycle for all of your clients. Covering deal distribution and transaction management through to regulatory checks and post-investment reporting, all the data you need is accessible whenever you need it.

Manage investor engagement through dedicated book building tools

The platform’s dedicated book building tools enable you to manage investor engagement in a highly coordinated and targeted way. Real-time analytics provide a transparent breakdown of which outreach strategies are most effective, which deals are sparking investor interest, and where you need to take further action to capitalise on commercial appetite. Through access to previously unavailable data insights, use the bookbuilding tools to target and schedule your follow-ups to maximise their value.

Embed and automate your regulatory processes

Delio Core provides you with complete confidence that your private market proposition is robustly governed. Workflows can be automated and tailored to your own governance requirements, ensuring that all tasks, actions and approvals are digitally tracked at each stage of the process. Documents can be stored, shared and signed electronically, creating an audit trail that satisfies the most rigorous of compliance checks.

Optimise workflows on a deal-by-deal basis

We understand that every deal has its own nuances and individual requirements. That’s why Delio Core offers you the ability to configure logic-driven workflows that flex based on the journey you want investors to take. Instead of relying on rigid out-of-the-box solutions, you can use our intuitive workflow management tool to quickly and easily build the regulatory, operational and commercial checkpoints that you need for each individual investment opportunity.

Drive operational efficiency across all stages of the private markets lifecycle

How Delio Core adds value