Build with Delio
The Delio Core API is the two-way integration surface for Delio Core OS — the AI-powered, white-label operating system that wealth managers, investment banks, and asset managers use to digitise, distribute, and report on private market opportunities. Push data into Delio from your CRM, portal, or core banking system; pull deals, investors, transactions, and reporting out of Delio into your downstream systems; subscribe to webhooks for real-time events. Deals, investors, transactions, forms, portfolio reporting, attachments, webhooks, and compliance — all wired into your stack.
Common use cases
Some of the integrations teams typically build on top of the Core API.
Sync your CRM
When a deal closes in Salesforce or HubSpot, create the matching Delio deal automatically — and keep investor records in step both ways.
Pipe data to your warehouse
Nightly export of deals, positions, transactions, and compliance results into Snowflake, BigQuery, or your lake of choice.
Onboard from your portal
When a user signs up in your front-end, invite them to Delio with the right roles, scoped access, and pre-populated KYC.
React to events
Subscribe to webhooks so your Slack, email tooling, or internal systems react the moment a transaction completes or a deal is published.
Embed reporting
Pull live portfolio performance and positions into your own client-facing UI without rebuilding what Core OS already computes.
Run compliance in your flow
Trigger KYC, AML, and sanctions checks at the moment your front-end captures user details, then surface results back in your own UI.
Get started
Quickstart
Authenticate and make your first API call in under five minutes.
Authentication
Bearer tokens, scopes, rotation.
SDKs
Official client libraries for TypeScript, Python, Go, and more.
Delio AI
Connect to Delio via MCP for AI-assisted workflows.
Explore the API
Deals
Programmatically manage deal containers and their lifecycle.
Users
Manage platform users, invitations, and access.
Forms
Form definitions and submissions.