Giving your clients the best experience

Giving your clients and stakeholders the best experience

Offer your clients a powerful portal branded to your network
A customisable and configurable portal for reviewing deal flow and presenting it to your network in a personalised manner.

Reach more co-investment capital
Build syndicates within your own network or leverage the broader Delio client base of top tier institutions to identify new co-investment partners and raise more capital.

Investor relations
Keep track of portfolio companies, their metrics, subsequent funding rounds and any investor documentation with an easy to use reporting toolkit and flexible portfolio monitoring functionality.

Originate diverse private investments
Leverage internal and external deal flow in a seamless manner to unearth exciting opportunities for your network.

Giving you control and efficiency

Giving you control and efficiency

FCA regulated environment
Ensure robust governance and control by using flexible in-built compliance workflows, automated HNW/SI statement or leverage Delio’s direct FCA authorisation; helping you keep your activities compliant.

GDPR compliant
Use a well governed digital environment to make sure your marketing and promoting activities are GDPR compliant.

Deal review tools
Streamline the way you analyse and review deals. Build automated workflow tools to filter opportunities and focus on the most relevant opportunities.

Close deals quicker
Analyse investor behaviour and target your network better for more efficient distribution. Digital transaction tools reduce friction in executing the deal itself.

Giving you the Delio touch

Giving you the Delio touch

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

Leverage our in house experts
With extensive knowledge of global financial institutions. Delio goes beyond technology, offering consultancy and project management.

Account management
Because your Delio platform is bespoke to you, you'll have a designated account manager on hand, ensuring you understand the platform and reap all its benefits.

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