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Institutional Tier

Institutional investing, built for Kenya.

For corporations, funds, endowments, foundations, and NGOs managing KES 50M+. Institutional-grade platform with governance, board reporting, compliance, and customized strategies.

What you should know

Quick summary (TLDR)

Institutional tier is for organizations (not individuals) managing KES 50M+. Features: board-level governance, audit-ready compliance, real-time dashboards, custom strategy design, treasury management, API integration, dedicated team. Whether managing corporate cash, endowment capital, or fund assets, Ndovu provides institutional infrastructure without institutional overhead.

Is this tier right for you?

4 key takeaways for Institutional tier

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Institutional-grade solutions for KES 50M+ organizations

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Compliance, governance, and reporting built for board oversight

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Treasury management, endowment strategies, employee programs

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Dedicated institutional team, customized implementation

Is this tier right for you?

Decision matrix: Which tier fits your organization?

Institutional is right if: you manage organizational capital (not personal wealth), you have KES 50M+, you need board-level governance and reporting, and you want customized solutions.

CriteriaIndividualsPremierPrivate WealthInstitutional
Minimum capital requiredKES 50,000+KES 500,000+KES 10,000,000+KES 50,000,000+
Service modelSelf-serve digitalAdvisory hybridFully dedicatedCustomized team
Governance & reportingBasicStandardComprehensiveBoard-level
Compliance frameworkCMA compliantTax-optimizedAdvanced structuringEnterprise-grade
CustomizationLimitedAdvisory inputFull customizationBespoke solutions
Multi-entity coordinationNot availableNot availableAvailableStandard feature
Best forProfessionals, individualsBusiness owners, executivesUHNW families, exited foundersCorporations, funds, NGOs

Organization types

Specialized solutions for every institutional category

Different organizations have different needs. We customize to your structure, mandate, and stakeholder requirements.

Corporate Treasury

Manage operational cash reserves, optimize returns without sacrificing liquidity, generate shareholder value from idle capital.

Investment Funds

VC/PE fund administration, LP reporting, portfolio company valuations, institutional investor compliance.

Endowments

Endowment strategy, sustainable payout generation, principal preservation, mission-aligned investing.

Foundations

Grant-making support, impact investing, stakeholder reporting, governance frameworks.

NGOs & Social Organizations

Mission-aligned investing, ESG screening, impact measurement, multi-year financial planning.

Educational & Medical Institutions

Endowment management, capital preservation, long-term financial sustainability planning.

Real organizations. Real results.

How institutional clients are managing capital effectively

Nairobi Tech Fund

Venture Capital Fund (KES 2.5B AUM)

Challenge

Managing KES 2.5B across 40+ portfolio companies. Needed institutional-grade reporting for LPs, treasury management for operations, compliance with investor requirements.

Solution

Custom Institutional tier: segregated accounts by fund, real-time LP reporting dashboards, treasury optimization for operations fund, automated investor statements.

Outcome

LP satisfaction increased 40%. Operational reporting time reduced by 60%. AUM grew to KES 3.2B through repeat fund raises.

Pan-African Endowment

Charitable Foundation (KES 800M endowment)

Challenge

Endowment needed to generate steady income for grants while preserving capital for future generations. Desired ESG-aligned strategies. Board needed quarterly performance reports.

Solution

Endowment-specific strategy: 60% diversified equities, 30% bonds, 10% alternatives. ESG-screened fund selections. Monthly performance reports, quarterly board presentations.

Outcome

Generated KES 52M in annual grants (beyond principal). Capital preserved during market volatility. Board confidence in investment strategy.

Corporate Treasury

Manufacturing Group (KES 400M idle cash)

Challenge

Large manufacturing company had KES 400M in operational reserves. Sitting in low-yield bank accounts. Needed liquidity for operations + returns for shareholders.

Solution

Treasury strategy: money market for operational needs (instant liquidity), KES fixed income for stability, global ETFs for growth. API integration for daily cash forecasting.

Outcome

Generated KES 18M additional annual returns. Maintained 100% operational liquidity. Enhanced shareholder returns.

What's included

Complete feature checklist for Institutional tier

Enterprise-grade infrastructure, governance, and reporting built for organizations.

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Institutional-grade governance and oversight

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Board-ready reporting and performance dashboards

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Multi-level approvals and segregated accounts

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Treasury management and cash flow optimization

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API integration for automated operations

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Custom strategy design aligned to your mandate

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Global markets and international asset access

♻️

ESG screening and impact investing support

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Dedicated institutional team for your organization

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Full customization and specialized implementation

Institutional features

Enterprise-grade capabilities

Built for institutional complexity and oversight.

Governance & Compliance

  • βœ“Multi-level approval workflows
  • βœ“Audit trails for all transactions
  • βœ“Regulatory compliance support
  • βœ“Board-ready quarterly reports

Technology & Integration

  • βœ“API integration with your systems
  • βœ“Real-time dashboards and reporting
  • βœ“Custom reporting templates
  • βœ“Automated transaction processing

Next steps

Request an institutional proposal

Every institutional relationship is custom. Let's understand your organization, mandate, and specific needs β€” then build a tailored solution.

Schedule Your Institutional Consultation

Meet with our institutional team. Discuss your capital, mandate, governance requirements, timeline. We'll outline a customized solution and proposal.

Request proposal

Or email hello@ndovu.co with details about your organization. We'll respond within 24 hours.

Getting started

Typical implementation timeline

From initial conversation to live operations.

1

Week 1: Discovery

Initial consultation, understand your mandate, capital, governance needs, timeline.

2

Week 2-3: Proposal

Custom proposal outlining strategy, governance, reporting, fees, implementation plan.

3

Week 4-8: Implementation

Legal setup, system configuration, API integration, team training, testing.

4

Week 8+: Live Operations

Full system go-live, ongoing management, dedicated institutional team support.

Ready to discuss your institutional needs?

If you manage organizational capital (KES 50M+) and need institutional-grade solutions, let's talk. Custom implementation, board-level governance, dedicated support.

Or contact us: hello@ndovu.co Β· /contact

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