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Delio Settings Lifecycle

Reorganizing the Delio Settings page around deal/fund lifecycle stages

The Delio Settings page currently presents 14 configuration tiles in alphabetical order. While comprehensive, this can feel overwhelming during demos and doesn't tell a story. These concepts explore reorganizing the tiles into lifecycle stages — Platform, Onboarding & Compliance, Deal Execution, and Reporting & Oversight — so the page guides users (and demo audiences) through "here's how you configure each phase of running your fund."

Concepts