Giving your clients the best experience

Giving your clients and stakeholders the best experience

Offer your clients and distributors a powerful portal branded to your organisation
The platform is fully customisable and configurable and works seamlessly across co-investments and funds and across originating, distributing, transacting and reporting. One end to end toolkit designed to work around you and your stakeholders – a better investor experience.

Reach new capital
Leverage Delio’s network of private banks, wealth managers and family offices to unearth new sources of capital for your funds as well as co-investment opportunities.

Strengthen relationships with distributors and intermediaries
Make working with intermediaries easier. Digitally share fund and reporting information for them and their investors, in a straight forward but highly controlled manner.

Analyse behaviour
Access insightful analytics to measure deal performance and better understand your investors.

Giving you control and efficiency

Giving you control and efficiency

Raise capital more efficiently
Targeted campaigns, digital investor relations, online KYC and subscription forms; your own branded digital toolkit makes raising capital seamless so you can focus on relationships.

Streamline your reporting
Seamless ongoing reporting tools for monitoring and analysing your holdings. Share data with LPS and distributors, and provide clients with a consolidated personalised portfolio view across their fund holdings and any co-investments.

Digitise workflows and strengthen engagement
Drive efficiency across your entire end to end operations and focus on the activities that matter. Digitise workflows across origination, reviewing, fundraising, investor relations and reporting.

Robust governance, compliance and onboarding
Flexible and configurable toolkit for ensuring robust internal governance. Data and permission management, audit logs of reviews, sign-offs, investment committees and highly controlled distribution, and investor KYC tools ensure your compliance obligations are seamlessly handled.

Join a connected ecosystem
Share deal flow and collaborate across borders and jurisdictions. Underpinned with the same technology, independent platforms can connect and collaborate. See Delio Connect.

Giving you the Delio touch

Giving you the Delio touch

Non-conflicted partner
Delio pride ourselves on our non-conflicted approach. We do not charge transaction fees or introduction fees, we focus on building a relationship and helping you meet your aims.

Leverage our network and expertise
We are on hand to open doors and open minds, we use our deep experience and network in the private market and private client arenas to go beyond technology and partner with our clients.

Access ongoing support and training
We pride ourselves on building strong and supportive relationships through our industry leading support service.

Agile and flexible
Your platform can be configured your way, mirroring your in-house workflows and developing as you need it to.