How Investors can engage with deals on the Delio platform

Overview

Investors are empowered to explore investment opportunities on your Delio platform. Investors can take a variety of actions, including committing to a deal, making inquiries, and requesting meetings with management.

With visibility conditions based on their regulatory profile in place, you can ensure that they only encounter deals for which they meet the eligibility criteria. 

This article will offer guidance on how:

• How an investor views a deal 

• How an investor makes an enquiry about the deal 

• How an investor can request a meeting

• How an investor can commit to a deal

Please feel free to use this article to advise your investors on how to interact with deals. 

Note - The guidance below is written from an investor perspective.

How to view a deal

Click the hamburger icon (≡) to open the menu. The menu opens in a left-hand sidebar.

Select Browse Deals which will take you to the Explore Deals page. 

Here, you can view all the deals available to your investor profile and classifications.

The deals can be filtered using the Filters button.

This opens out a drawer where you can filter the deals by: deal structure, deal details, investment specifics, and deal statuses. 

Once all desired filters are selected, click Apply.

To find out more about a deal, simply click on the deal to open up the deal page where you will find more information.

How to make an enquiry for a deal

To make an enquiry about a specific deal, once on the deal page, click the Actions button in the right-hand corner. 

Select Request More Information from the drop down menu.

A pop-up will then appear, asking you to provide your email address, phone number, and a message. Once completed, click Send.

This will trigger a notification to the deal manager, informing them of the enquiry.

How to request a meeting via a deal

If you would like to arrange a meeting about a deal, you can do so on the deal’s page. Simply click the Actions button in the right-hand corner.

Select Meet Management from the drop down menu.

A pop-up will appear, asking you to provide your email address, phone number, and a message. Once completed, click Send.

This will trigger a notification to the deal’s manager, informing them of the request to meet.

How to invest in a deal

If you are interested in a deal and would like to invest, simply open the deal and click the Invest Now button located in the top right corner of the screen.

A pop-up will then prompt you to initiate a transaction management workflow. If you are ready to proceed, select Confirm.

From this point forward, the platform will guide you through the transaction.

This can be accessed at any time by clicking on the Next Step button within the deal tab.