Delio

Delio Overview

Founded 2015
Founded
Status Private
Employees 50
Employees
Latest Deal Type Early Stage VC
Latest Deal Amount $2.79M
Latest Deal Amount
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

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

2017201820192020
Financing RoundCaptured Employee CountEstimated Employee Growth
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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

To view Delio‘s complete cap table, request access »
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)

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

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)

To view Delio‘s full investor history, request access »
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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