The private market offerings of many financial institutions are often underpinned by highly manual, inefficient processes. This means that many financial institutions still struggle to offer a scalable proposition that also meets compliance requirements in the complex world of private market regulation.
Sourcing appropriate private investment opportunities, connecting them with the right profile of investors and managing the processes that underpin any deal all take time, effort and resource. And while this can be achieved using a traditional approach, it will either prove prohibitively expensive or operationally impossible to grow your private markets offering in the long-term.
Delio’s white-labelled platform digitises the entire private investment lifecycle, with deal origination, distribution, transaction and reporting being integrated seamlessly into one continuous workflow. This means that financial institutions can scale their client offering quickly, efficiently and compliantly.
Say goodbye to manual, time-consuming processes. End your reliance on disparate data stored in multiple locations. Add a new level of rigour and compliance to your private market activities. Use data insights to connect the right client to the right investment at the right time. From deal origination and distribution, through to portfolio management, compliance and reporting, we have you and your clients covered from start to finish.
The growing demand for access to private market opportunities is an opportunity financial institutions cannot afford to miss. Delio can help you to build, scale and execute a market leading strategy that will transform your business.
Target the right investors, with the right deals, at the right time. The platform’s integrated communications tools enable you to proactively promote private investment opportunities more effectively with audiences based on their profile and interests
Automate your business processes using highly configurable workflows that do the hard work for you. Manage all aspects of the investment lifecycle digitally to save time, reduce your administrative burdens and focus on the tasks that will grow your business.
Focus your efforts on the clients that are actively engaging in private markets. Track how investors are engaging with deals through clear dashboard reporting and real-time analytics to ignite commercial conversations at the right time.
Building access to credible deal flow from trusted sources is a key goal for the UKBAA that we simply could not have achieved without the support of Delio.
Delio's experienced team can help to build, enhance or scale the way you present private markets to your clients.