DRNO - Daily Research News
News Article no. 40282
Published September 7 2026

 

 

 

Investment for Balance Sheet Intell Specialist Delfi

In the US, balance sheet intelligence and decision-making platform Delfi has received a strategic investment of unspecified size from Members 1st Federal Credit Union, with which to expand its operations and further develop its software.

Delfi logoThe firm's Overwatch Essentials tool offers rapid balance sheet analysis, scenario testing and reporting; while Overwatch Predictive provides advanced probabilistic modeling and what-if analyses; and Delfi Exchange connects balance sheet insights with curated capital markets opportunities and execution. The company has also launched an AI Agent allowing natural language interaction with data, including recommendations.

The investment is a specific boost for Delfi's Credit Union Service Organization (CUSO), which Members 1st Federal says will help credit unions unlock more value from their balance sheets 'so more dollars can flow back to members and mission'.

Daniel Ahn, CEO and co-founder of Delfi, says Members 1st is 'an ideal strategic partner,' and notes: 'Better balance sheet decisions can unlock more earnings and capital, which means more money for members and more resources for the mission.'

The firm is online at www,delfi.co .

 

 
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