Delio

Last month, we brought the team together at the Chepstow Racecourse for our annual Summer Social 🏇 We had a great time soaking up the atmosphere and enjoying some friendly competition and downtime together ☀️ Thanks to everyone who joined and made it a memorable day!

“We want our clients to be able to build out new product capability across asset classes and explore new customer channels within a consistent, reliable and engaging digital framework.” Our team’s continued focus on delivering product features that unlock long-term value for our clients and their end-users has resulted in some exciting new developments to our Delio Core platform. Gareth Lewis, our Founder and Co-Chief Executive, shared his reflections on the capabilities of our technology and looking ahead to the future. Watch the video to see some of this new work in action! #PrivateMarkets #AlternativeInvestments #DigitalTransformation

McKinsey & Company’s recent analysis of the embedded finance (EF) market highlights digital channels as the most dominant for distributing financial products and services. With the potential for the market to “surpass €100 billion in Europe by the end of the decade”, it’s clear that optimising client experiences is crucial to retaining and onboarding new customers through digital platforms. Understanding ways to streamline different parts of the lifecycle such as digitising engagement tools to increase participation, making digital onboarding more seamless, and enabling self-servicing to generate portfolio reporting can all enhance the delivery of financial solutions from providers to clients. By doing so, companies and banks can provide more intuitive, value-adding experiences. Read about more drivers for growth in McKinsey’s article: https://lnkd.in/euza_8FG

The sustained growth of semi-liquid, evergreen Permanent Capital Vehicles (PCVs) is marking a better structural fit for wealth investors looking for more flexible and accessible private market funds. As Boston Consulting Group’s (BCG) white paper outlines, these vehicles—such as non-traded REITs, BDCs and interval funds—are increasingly appealing for working with the wealth channel due to their periodic liquidity, lower minimum investments, and reduced administrative burdens. However, success in this space isn’t just about product innovation. Distribution strategies must evolve to meet the diverse needs of wealth investors. Tailored approaches, consistent exposure and access to digital platforms promoting opportunities are key to unlocking the full potential of semi-liquid funds. Read the analysis of semi-liquid fund considerations addressing investor needs in BCG’s white paper: https://lnkd.in/eMemagjx

Recent reports by Private Equity International on GPs targeting “private wealth investors as a new pool of capital for their fundraising ambitions” highlight the growing importance of technology solutions enabling firms to execute effectively. At Delio, the continuous development of our flexible private markets operating infrastructure empowers firms to deliver seamless connectivity to investors along with efficient management of the end-to-end product lifecycle. Customisable workflows and document generation tools for product distribution and digitally native investment vehicles for structuring these transactions help remove friction and improve conversion. Delio Core functionality such as multi-account access enables advisors and connected parties to undertake tasks on behalf of the customers at various stages of the journey - to create a collaborative process that streamlines investor participation. We offer a wide range of solutions that financial firms can implement, including off-the-shelf options as well as co-creation models via Delio Plus. You can see an overview of the Delio Core platform on our website: https://lnkd.in/eHZjBXkX

Launching our digitally native RAIF investment vehicle has prompted conversations with contacts about ways to reduce the administrative load for stakeholders developing private markets investment structures. Investors, fund managers and administrators stand to gain from faster onboarding processes and efficient operations by aggregating investors with this asset-agnostic structure. “This represents a significant step forward in streamlining the deployment of our digitally native investment vehicle solutions, bringing together the efforts of multiple parties into a single, cohesive digital solution.” — Alessandra Ricagno, Head of Structuring at Delio. Read more about the vehicle’s capabilities at the London Stock Exchange: https://lnkd.in/dn6tsY9E

Our digital deal structuring solutions seamlessly integrate with Delio Core to enhance your private markets investing experience through: 💡 Streamlined subscription processing with conditional logic based on client type 💡 Configurable transaction workflows - including custom steps and integrations such as e-signatures and integrated KYC 💡 Automated form completion through linking existing user and product information within your own secure digital hub Read our blog to learn the benefits of digitally native investment vehicles:  https://lnkd.in/e8gy5sgS

We’re proud to share that our Structuring Solutions Senior Analyst, Nicole Baas has been announced as a finalist for the Fintech Rising Star of the Year at FinTech Awards Wales. This is the first time a member of the Delio team has been recognised in this category, and we’d like to thank Nicole for all of the contributions and support she’s given to the business and our clients so far in our journey. Ale, our Head of Delio Structuring Solutions said: “Nicole has made a significant contribution in delivering and improving the efficiency of the Delio Structuring proposition and I’m thrilled that her contributions have been recognised as a finalist for the award. We wish her the best of luck on the night!” Congratulations to all of the finalists at the awards. You can visit the website to see the shortlists in full: https://lnkd.in/e2NGJ_kT

Last week, our Co-Chief Executive, Gareth Lewis, took part in judging panels to select winners for the UK Business Angels Association's Angel Investment Awards held at the Science Museum in London. The annual awards recognise the high growth and successes of the best and brightest in the angel and early-stage investment market, acknowledging the founders, angels, crowd funders and early-stage investors behind them.  Congratulations to all of the winners and everyone recognised on the night 👏 You can find out more about the finalists on the award’s website: https://lnkd.in/efzZJdwy Advanced Propulsion Centre UK, Homemove #UKBAAAwards

In our work with The Earthshot Prize, we developed The Launchpad as a digital Delio-powered platform to showcase climate-focused solutions to mission-aligned funders. Our solution enabled them to take full advantage of Delio Core’s white-labelled technology so they could: ✅  Engage their investor community with portfolio updates using built-in distribution lists ✅  Uniquely customise their platform’s filtering capabilities for funders to tailor their searches for investment and grant opportunities they’re classified to see ✅  Embed Delio’s regulatory support service into their platform’s workflows to facilitate compliance with applicable rules and regulations Read the full case study on our website: https://lnkd.in/dvG5fhfr