Delio's private markets technology features workflows that can be configured to reflect your own operational processes and requirements, with clear milestones and notifications helping to ensure that each stage of the transaction is completed seamlessly.
From an investor perspective, process automation encourages them to take the initiative throughout their investment journey, while offering a clear view of what progress has been made and the steps that need to be completed. Each stage, request and decision is tracked digitally to enable a clear and auditable view of each transaction, saving reporting time and enhancing regulatory governance.
Your platform can be configured to reflect your preferred operational model while strengthening regulatory processes. Workflow automation, deal sign-off and due diligence can all be managed, documented and reported on digitally, ensuring ‘one true view’ of your operational compliance.
Provide controlled access to important deal information through a configurable and centralised document hub. Automated document synchronisation and the ability to lock confidential folders means that information will always be stored securely and accurately based on your preferences.
See which investors are interacting with your deals, have viewed them, or signed documentation to indicate a commitment. Real-time insights will help you to understand what stage your investors are at in the transaction process and inform what action needs to be taken to move them to the next stage of commercial discussions.
You can request that investors digitally sign specific documents via the platform, or upload documents that have been signed offline. Automated notifications ensure that they can be subtly reminded about any outstanding documents that require their attention, saving time and offering clear instructions on what needs to be done next.
Enjoy a clear overview of how your clients are moving through each stage of the investment process at the click of a button. Automated notifications will update you as investors commit to each stage or ask a question that requires a response from you.
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