Delio provides a white-label technology platform that enables financial institutions to distribute, report, and structure alternative investments while enhancing client experience and operational efficiency. By offering configurable solutions for the entire investment lifecycle, Delio addresses the challenges of scaling private market propositions in a compliant manner.
Funding
$12.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
ISPARSFounders
Product
Problem
Financial institutions face challenges in efficiently distributing, structuring, and reporting on alternative investments, hindering their ability to scale private market offerings while maintaining compliance and a positive client experience. Managing the entire investment lifecycle for private markets requires specialized technology and expertise that many firms lack.
Solution
Delio provides white-label technology platforms and investment vehicles that enable financial firms to distribute, report, and structure alternative investments, facilitating compliant scaling of private market propositions. The platform offers configurable solutions for the entire investment lifecycle, enhancing client experience, governance, and workflows across distribution, transaction processing, and portfolio reporting. Delio's modular design allows it to function as an all-in-one digital private markets solution or integrate with existing infrastructure. Furthermore, Delio offers structuring solutions to build and develop investment vehicles, along with outsourced investment services to handle operational overhead.
Target Audience
Delio primarily serves established financial firms and new entrants seeking to expand their private market offerings and improve operational efficiency.
Features
- Configurable, modular client experience platform for various use cases.
- White-labeled, turnkey technologies covering all aspects of the investment lifecycle.
- Digital investment vehicles designed to reduce overhead and enhance client experience.
- Client-driven approach to designing and launching new digital products and propositions.
- Ecosystems of interconnected white-label platforms to securely facilitate the sharing of investment opportunities.
- Integration capabilities with existing systems through modular design.