The last decade has seen an unprecedented surge in demand for alternative investment opportunities. Yet the complexities involved with creating a scalable and compliant proposition has meant that many financial institutions feel unable to offer access to private markets at a time when clients see them as an essential part of their portfolio strategy.
Organisations who choose to ignore this market demand risk increased client churn and loss of funds under management, as investors take their business elsewhere. Alternatively, institutions that do offer access to private markets but without the required level of expertise and regulatory controls, potentially face significant investment in external consultancy to ensure that their proposition is fully compliant.
Delio’s ‘out of the box’ solutions have been designed to enable ready-made access to private markets dealflow. Our clients can configure their proposition by selecting from curated offerings that include private debt, private equity, venture capital, real estate and impact investing opportunities.
We work with an exclusive group of highly respected partners to ensure that our clients can benefit from their expertise and experience, without incurring any of the time, resources or cost typically associated with developing a private markets proposition. And because these offerings are delivered via your own Delio-powered platform, clients will enjoy an elegant user-experience that is a seamless extension of your existing services.
Digital tools that enable our clients to discover opportunities from outside their traditional network, distribute deals to a wider audience and attract new sources of capital
Delio offers private markets specialists digital access to new alternative investment opportunities straight from their device. Search for new deals based on investment type, asset class and other information in a highly targeted way.
Unlock previously unavailable commercial opportunities by sharing deals with Delio’s digital audience. Share as much information as you want to help investors find your deals, or target specific audiences by sharing your deals with relevant communities.
Build a trusted network of peers that you can share information with in a controlled and secure way. Say goodbye to the days of unsecured emails, easily corruptible documents and multiple channels of communication.
The collaboration has brought to life a virtuous circle of networking opportunities way beyond our own circles of contacts, adding leverage for all users of the platform.
Delio's experienced team can help to build, enhance or scale the way you present private markets to your clients.