A core solution for sharing opportunities. How it is then used and configured is driven by the needs of each institution.
Select and configure back office tools to build bespoke processes for deal uploading, approval workflows, platform permissions, deal engagement processes, monitoring, reporting and analytics.
Build engagement and relationships at a platform level with premium institutions to share and receive opportunities. Enable a globally connected private market, controlled from within an own branded platform.
The tools and features needed for an engaging proposition. The art is in the delivery and Delio works extensively with partners to ensure clients get more than just a platform.
Full white labelling with customisable look and feel to create an own branded, individual platform offering.
Use on any web enabled device so client and advisor can access opportunities any time, anywhere.
Control how clients stay informed with customisable notifications, built to cater for a range of engagement scenarios.
Generate analytics and reports on a client, advisor, deal and platform level to unlock new layers of private market intelligence.
Reduce manual opportunity entry through opportunity provider logins and custom approval processes.
Display only the most relevant information with custom opportunity tabs to control level of disclosure.
Manage document distribution in line with deal process to simplify and streamline initial investor engagement.
Build in online document execution for non-disclosure agreements and other deal specific documentation.
Deploy bespoke pre-approval workflows including multiple sign-offs, voting, opportunity specific notes and document upload.
Configure compliance team access with updates, automated renewals of documentation and bespoke review processes.
Expand networks and access more high quality investors efficiently and discreetly through "connect" marketplace offering.
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