Delio

The firm operates as an infrastructure partner for financial institutions, offering technology and services to manage the entire lifecycle of private investments. Its clients include a range of financial entities such as asset managers, wealth managers, and distributors, counting major institutions like Barclays, UBS, and Sumitomo Mitsui Trust Bank among them. Delio's business model is centered on providing its technology as a service, generating revenue through subscriptions and partnerships that give clients access to its suite of tools. The company emphasizes a non-conflicted approach, meaning it does not offer its own investment products or have a direct-to-investor platform, ensuring its success is tied to the success of its clients.

Delio offers two primary products: Delio Core OS and Delio Structuring. Delio Core OS is an AI-powered, low-code operating system that digitizes workflows for distributing, transacting, and reporting on private assets. This platform is designed to be modular and can be embedded into a client's existing infrastructure via API, allowing for the aggregation of various data sources and systems into a single, controlled environment. Delio Structuring provides the expertise and digital tools to create and administer investment vehicles, supporting a variety of investor types and asset classes. This service helps clients manage the operational complexities of structuring alternative investments. Since its inception, Delio has raised over $20 million from investors including Octopus Ventures and Maven Capital Partners, facilitating its international expansion across Europe, North America, and Asia.