Streamlining private markets operations to drive efficiency

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Your challenge

Private markets operations are typically associated with unique procedural and regulatory complexities. This means that many financial institutions struggle to offer a proposition that can be scaled to a level that meets commercial ambition without causing operational challenges and inefficiencies.

For many organisations, the lifecycle of a deal, from origination and promotion through to transaction and structuring, are all reliant on some form of manual, human intervention. Collating and interpreting data from various sources, extracting valuable insights and using this information to generate commercial opportunities is a hugely involved process, while a lack of robust governance often creates ‘regulatory black holes’.

Our solution

Digitising your private markets operations means that you can create a centralised hub of information relating to every aspect of the investment lifecycle. Delio’s customisable workflow automation can be configured around your business processes and will save time, improve efficiency and reduce reliance on manual, human intervention.

Delio Structuring Solutions is built on our private markets technology to enable our clients to enjoy complete control of the user experience across all aspects of the investment lifecycle. From matching investor interest to the investment decision, through to the close and settlement of the transaction and reporting. Our integrated aggregation vehicles can take care of the hard work so that you can focus on what matters – your clients.

Make your private markets offering work harder and smarter

Delio's digital tools help financial institutions to connect their clients with private market opportunities quicker and more effectively than ever before.

Automate your business processes

Create configurable workflows that are built around the way you do business, rather than a rigid, ‘out of the box’ process. Reduce deal friction, remove operational barriers and track action management across the entire investment lifecycle.

Access the data you need, in the format you want

Real-time analytics and configurable dashboard reports present a transparent view of your entire private markets operation. Upload, manage and distribute data direct from the platform to reduce the burden of collating management information and portfolio performance.

Create a digital private markets hub for your business

Say goodbye to valuable data being stored in disparate, inaccessible silos. Delio’s technology becomes the core of your private markets offering, with document storage, portfolio information, pipeline management and deal activity all being managed through one integrated platform.

Our digital solution enables us to better manage our client relationships and unlock more opportunities by streamlining processes. The support we received was excellent, we highly recommend Delio.

Neil Worsley Partner, Convex Capital

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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