Delio Overview
Founded
2015
Status
Private
Employees
50
Latest Deal Type
Early Stage VC
Latest Deal Amount
$2.79M
Investors
7
Delio General Information
Description
Provider of an investment platform intended to connect high net worth clients with the private markets. The company's platform offers customized look, control how clients stay informed with customized notifications, 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 and more, enabling businesses and their advisors to enhance their offering through connecting private deal flow with high net worth capital.
Contact Information
Website
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Primary Office
- Cardiff Business Technology Centre
- Senghennydd Road
- Cardiff CF24 4AY
- Wales, United Kingdom
+44 029 0000 0000
Delio Timeline
Delio Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 8. Early Stage VC | 13-Aug-2019 | $2.79M | 00.000 | 000.00 | Completed | Generating Revenue |
| 7. Early Stage VC | 19-Dec-2017 | 00.00 | 00.000 | 00.000 | Completed | Generating Revenue |
| 6. Accelerator/Incubator | 29-Aug-2017 | 00000 | Completed | Generating Revenue | ||
| 5. Debt - General | 27-Jul-2017 | 00000 | 00000 | Completed | Generating Revenue | |
| 4. Grant | 18-May-2017 | 00000 | 00000 | Completed | Generating Revenue | |
| 3. Accelerator/Incubator | 29-Jan-2016 | 00000 | Completed | Generating Revenue | ||
| 2. Accelerator/Incubator | 19-Jul-2015 | $16.7K | $160K | 00000 | Completed | Generating Revenue |
| 1. Angel (individual) | $143K | $143K | Completed | Generating Revenue |
Delio Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| A Ordinary | 0,000 | 00.000000 | 00000.00 | 00000.00 | 00 | 00000.00 | 00.000 | |
| D Ordinary | 00 | 00.000000 | 00000.00 | 00000.00 | 00 | 00000.00 | 0.000 | |
| C Ordinary | 000 | 00.000000 | 00000.00 | 00000.00 | 00 | 00000.00 | 0.000 | |
| Pref | 0,000 | 00.000000 | 0000.00 | 0000.00 | 00 | 0000.00 | 0.000 | |
| Ordinary | 0,000 | 00.000000 | 0000.00 | 0000.00 | 00 | 0000.00 | 0.000 | |
| Ordinary | 184 | $1.230226 | $33.43 | $33.43 | 1x | $33.43 | 1.13% | |
| Ordinary | 368 | $1.230226 | $66.86 | $66.86 | 1x | $66.86 | 2.25% |
Delio Competitors (9)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| CAIS Capital | Private Equity-Backed | New York, NY | 00 | 0000 | 0000000 0000 | 0000 |
| 0000000000 | Venture Capital-Backed | New York, NY | 00 | 0000000000 0 | ||
| 00000000 0000000 | Private Equity-Backed | New York, NY | 000 | 00000 | 0000000 0000 | 00000 |
| 00000000 0000000 | Venture Capital-Backed | San Francisco, CA | 00 | 0000 | 00000000000 | 0000 |
| 00000000 | Private Equity-Backed | New York, NY | 00 | 0000 | 000000000000 | 0000 |
Delio Executive Team (8)
1 Former Executive
Delio Board Members (3)
| Name | Representing | Role | Since |
|---|---|---|---|
| David Newman | Delio | Co-Founder, Board Member & Chief Commercial Officer | 000 0000 |
| Gareth Lewis | Delio | Co-Founder, Chief Executive Officer & Board Member | 000 0000 |
| Mark Redwood | Delio | Chairman | 000 0000 |
Delio Investors (7)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|---|---|---|---|---|
| Maven Capital Partners | Asset Manager | Minority | 000 0000 | 000000 0 | |
| Development Bank of Wales | Lender/Debt Provider | Minority | 000 0000 | 000000 0 | |
| Fusion partners (Switzerland) | Accelerator/Incubator | Minority | 000 0000 | 000000 0 | |
| Accenture | Corporation | Minority | 000 0000 | 000000 0 | |
| Welsh Government | Government | 000 0000 | 000000 0 |
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