Download our Private Markets in Wealth Management report >>>

Book a Demo
{"products":[{"name":"Technology","url":"https:\/\/www.deliogroup.com\/products\/technology\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio-connect-1.png","description":"Your integrated, digital private market proposition"},{"name":"Expertise","url":"https:\/\/www.deliogroup.com\/products\/expertise\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio-expertise-1.png","description":"Develop, scale and enhance how you offer private investments"},{"name":"Connectivity","url":"https:\/\/www.deliogroup.com\/products\/connectivity\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio-portfolio-1.png","description":"Institution to institution, deal by deal connectivity"}],"solutions":[{"name":"Grow distribution","url":"https:\/\/www.deliogroup.com\/solutions\/scale-your-private-market-proposition-to-drive-revenue\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio_growth.png","description":"Scale your private market proposition to drive revenue"},{"name":"Operational efficiency","url":"https:\/\/www.deliogroup.com\/solutions\/streamline-workflows-to-improve-operational-efficiency\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio_efficiency.png","description":"Streamline workflows to improve operational efficiency"},{"name":"Client engagement","url":"https:\/\/www.deliogroup.com\/solutions\/strengthen-client-relationships-and-improve-distribution\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio_engagement.png","description":"Strengthen client relationships and improve distribution"},{"name":"Robust governance","url":"https:\/\/www.deliogroup.com\/solutions\/embed-robust-governance-processes-around-deal-distribution\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio_governance.png","description":"Embed robust governance processes around deal distribution"},{"name":"Investor reporting","url":"https:\/\/www.deliogroup.com\/solutions\/portfolio-reporting-for-effective-investor-relations\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio_reporting.png","description":"Portfolio reporting for effective investor relations"},{"name":"Deal sharing","url":"https:\/\/www.deliogroup.com\/solutions\/share-and-receive-deals-on-an-institutional-basis\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio-network.png","description":"Share and receive deals on an institution to institution basis"}],"company":[{"name":"About Us","url":"https:\/\/www.deliogroup.com\/company\/about-us\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio-about-us-1.png","description":"Introducing Delio's people and culture"},{"name":"Careers","url":"https:\/\/www.deliogroup.com\/careers\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio-careers-1.png","description":"What it's like to work at Delio"}]}

Your challenge

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.

Our solution

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.

Digital tools and expertise to grow your private markets proposition

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.

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.

UK Business Angels UKBAA - Delio Client
Roderick Beer Managing Director, UK Business Angels Association
Read more about this solution

Whatever your private market challenge...

Delio's experienced team can help to build, enhance or scale the way you present private markets to your clients.

View our Solutions
Technology - Delio Platform - Delio Products transform private markets