Delio Overview

  • Founded
  • 2014
Founded
  • Status
  • Private
  • Employees
  • 65
Employees
  • Latest Deal Type
  • Later Stage VC
  • Latest Deal Amount
  • $4.36M
Latest Deal Amount
  • Investors
  • 8

Delio General Information

Description

Developer and provider of an investment platform and financial services intended to help financial institutions connect their high net worth clients with the private markets. The company's platform allows users to control how clients stay informed with customized notifications, analytics and reports on a client, advisor, deal and platform level to unlock new layers of private market intelligence along with custom approval processes, enabling financial institutions 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
Other Financial Services
Other Industries
Media and Information Services (B2B)
Financial Software
Primary Office
  • 29 Windsor Place
  • Cardiff CF10 3BZ
  • Wales, United Kingdom
+44 029 0000 0000

Delio Timeline

2018201920202021
Financing RoundFinancing RoundCaptured Employee CountEstimated Employee Growth
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Delio Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
9. Later Stage VC 01-Feb-2021 $4.36M 00.000 000.00 Completed Generating Revenue
8. Accelerator/Incubator 28-Sep-2020 00.000 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 Startup
To view Delio’s complete valuation and funding history, request access »

Delio Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
AA Ordinary 000 00.000000 00000.00 00000.00 00 00000.00 0.000
A Ordinary 0,000 00.000000 00000.00 00000.00 00 00000.00 00.000
D Ordinary 000 00.000000 00000.00 00000.00 00 00000.00 0.00
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 $1.364023 $37.06 $37.06 1x $37.06 1.07%
Ordinary 368 $1.364023 $74.13 $74.13 1x $74.13 2.13%
To view Delio’s complete cap table history, request access »

Delio Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer and provider of an investment platform and financial services intended to help financial institutions connect
Other Financial Services
Cardiff, United Kingdom
65 As of 2020
00.000
00.00 0000-00-00
0000000000 0 00.000

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00000 000 00000000000 00000000 (000)
Zurich, Switzerland
00 As of 0000
000000&0

00000 00

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00000 000000000 00000000
Baar, Switzerland
00 As of 0000
00.000
0.000 0000-00-00
00000000000 00.000
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Delio Competitors (18)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
DealMarket Formerly VC-backed Zurich, Switzerland 00 000000&0
00000 00000000 Venture Capital-Backed Baar, Switzerland 00 00.000 00000000000 00.000
0000000000 Venture Capital-Backed New York, NY 00 0000000000 0
0000000000 Formerly VC-backed San Francisco, CA 00 000.00 000000&0 000.00
00000000 Private Equity-Backed Altendorf, Switzerland 0 00.000 000000000000 00.000
You’re viewing 5 of 18 competitors. Get the full list »

Delio Executive Team (10)

Name Title Board Seat Contact Info
Gareth Lewis Co-Founder, Chief Executive Officer & Board Member
Gareth Morgan Chief Operating Officer
David Newman Co-Founder, Chief Commercial Officer & Board Member
Jon Watts Chief Delivery Officer
Martin Spicer Chief Product Officer
You’re viewing 5 of 10 executive team members. Get the full list »

Delio Board Members (5)

Name Representing Role Since
David Newman Delio Co-Founder, Chief Commercial Officer & Board Member 000 0000
Gareth Lewis Delio Co-Founder, Chief Executive Officer & Board Member 000 0000
James Darlington Maven Capital Partners Board Member 000 0000
Mark Redwood Delio Chairman 000 0000
Sally Jones-Evans Delio Board Member 000 0000
To view Delio’s complete board members history, request access »

Delio Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Delio Investors (8)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Maven Capital Partners Asset Manager Minority 000 0000 000000 0
Plug and Play Tech Center Accelerator/Incubator Minority 000 0000 000000 0
Development Bank of Wales Venture Capital Minority 000 0000 000000 0
Fusion partners (Switzerland) Accelerator/Incubator Minority 000 0000 000000 0
Accenture Corporation Minority 000 0000 000000 0
You’re viewing 5 of 8 investors. Get the full list »