Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Delio

Delio
2015 FOUNDED
PRIVATE STATUS
21-30 EMPLOYEES
PE Growth LATEST DEAL TYPE
8 FINANCING ROUNDS
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.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Financial Software
Primary Office
  • Cardiff Business Technology Centre
  • Senghennydd Road
  • Cardiff CF24 4AY
  • Wales, United Kingdom

+44 029 0000 0000

Delio Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

This information is reserved for PitchBook Platform users. To explore Delio‘s full profile, request access.

Request full access to PitchBook

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
00000000 0000000 Private Equity-Backed New York, NY 000 000.00 0000000 0000 000.00
0000000000 Venture Capital-Backed New York, NY 00 0000000000 0
00000000 Private Equity-Backed New York, NY 00 0000 00000000000 0000
00000000 0000000 Venture Capital-Backed San Francisco, CA 00 0000 00000000000 0000
To view this company’s complete list of competitors, request access »

Delio Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

This information is reserved for PitchBook Platform users. To explore Delio‘s full profile, request access.

Request full access to PitchBook

Delio Executive Team (8)

Name Title Board
Seat
Contact
Info
Gareth Lewis Co-Founder, Chief Executive Officer & Board Member
Gareth Morgan Chief Operating Officer
Andy Samuel Chief Technology Officer
David Newman Co-Founder, Board Member & Chief Commercial Officer
Ed Cotton Senior Client Director

1 Former Executive

You’re viewing 5 of 8 executives. Get the full list »

Delio Board Members (2)

Name Representing Role Since Contact
Info
00000 000000 Delio Co-Founder, Board Member & Chief Commercial Officer 000 0000
000000 00000 Delio Co-Founder, Chief Executive Officer & Board Member 000 0000