Developed by industry insiders, the white label Delio platform is a digital private asset infrastructure for your organisation – built your way.

Origination to exit, all covered from one integrated digital toolkit, the Delio platform drives efficiency, grows revenues and improves the client experience in a robust and compliant manner


Product Features

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Deal origination & distribution

Leverage and more effectively manage internal and external deal flow, whilst driving scale and client access in a structured and compliant manner.

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Custom approval workflows

Improve efficiency and save time by creating bespoke workflows that reflect and automate your existing investment approval processes.

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Transaction management

Digitise your transaction and investment pipeline with investor tracking, staged document release, and online commitment and signing.

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Compliance and governance management

Custom workflows such as onboarding, deal approval, compliance, along with custom client categorisation, renewals, and audit logs provide you with a robust governance framework.

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Reporting and portfolio monitoring

Seamless ongoing reporting tools mean you can provide clients with a consolidated portfolio view, for investments both on and off-platform.

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Insightful analytics

Access analytics to measure deal performance and better understand your clients and their preferences, so you can drive engagement and better shape your proposition.

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Supported Integrations

Integrate third party applications such as your existing CRM, reporting, and business process apps.

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Intuitive white label client interface

The fully customisable platform is branded to your organisation, it's clean layout encourages your clients to engage.

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Client messaging and email

Message clients and create distribution lists based on client profiles to efficiently send relevant deals and updates directly from the platform.


Product Implementation

The Delio platform is designed to work seamlessly straight out of the box or can be configured to create a bespoke infrastructure that’s exactly right for you, your stakeholders, and your clients. You'll work closely with our team to implement and populate the platform, and receive ongoing support.

The platform is straightforward to use without compromising on technical functionality. The Delio team are friendly and approachable, and consistently provide a great service.

Banc
 

Angel Invest Wales (AIW) are Wales’ leading angel network and backed by the Welsh Development Bank. AIW look to encourage economic prosperity in the early stage investment ecosystem.


Explore the Delio platform's features in full with a personalised demo.