Use Cases
fundraising, screening
Integrations
Office Functions
front-office

Delio

Delio stands as a prominent name in the financial sector, offering a white-labelled network that facilitates financial institutions in presenting an all-encompassing private investment platform to their RIA clients and high net worth individuals (HNWIs). This platform brilliantly encapsulates the entire private investment lifecycle into a single, configurable workflow, covering aspects such as deal origination, distribution, transaction, and reporting. The "out of the box" solutions rendered by Delio pave the way for seamless access to private markets deal flow, allowing clients to fine-tune their propositions by choosing from a spectrum of curated offerings in realms like private equity, venture capital, private debt, real estate, and impact investing. At its core, it empowers institutions to efficiently orchestrate and list external deals, distribute investment opportunities in a transparent and compliant manner, digitize investment transactions with comprehensive stage demonstration and compliance tracking, and leverage integrated analytics and reporting tools to enhance client engagement and understanding.


Website

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