Gareth Lewis, co-founder and CEO of Delio
The Cardiff-based private market services and solutions firm
Promising a brand-new connected network of discrete and own-branded private investment communities, DelioConnect enables members to expand their distribution capability and their deal flow.
This latest product offering allows members to find trusted partners they wish to engage, connect and communicate with to find new sources of capital or investment opportunities that are in line with their preferences.
Members can use DelioConnect to access a catalogue of vetted network participants, allowing them to confidentially connect under their own terms.
Supporting documentation can be uploaded to develop initial opportunities into actionable propositions and accelerate deal management.
Once connected, members can share deals on an organisation by organisation, deal by deal basis.
Gareth Lewis, co-founder and CEO of Delio said: “From our client conversations, we’ve seen a great appetite in the market for a connected network, which enhances and expedites deal flow in a secure and structured way and that’s the inspiration behind DelioConnect.
“We already have around sixty institutions from around the globe going live with us, including wealth managers, family offices and corporate finance houses, and we’re excited to see the impact the network will have for our members and the opportunities it opens for deal originators and investors.”
The fast-growing list of firms using Delio’s digital services and solutions, including top-tier banks, family offices and angel networks, are increasingly looking to leverage upon Delio’s capabilities to create ecosystems and share and syndicate deal flow.
Delio is a white label platform solution for private assets which helps organisations and their advisors improve their offering by connecting private deal flow with high net worth capital.
The financial firm has a number of key partnerships, including those with Coutts, ING and the UK Business Angels Association (UKBAA) as well as working on the ‘Align 17’ impact investment initiative, which is supported by UBS and the World Bank. Delio is expanding its global activities; with a particular focus on the Middle East and
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