Investment As a Service by John GathariaInvestment As a Service by John Gatharia
Investment As a Service John Gatharia
Cover image for Investment As a Service
Investment-as-a-Service offering gives investors a fully managed route into Sub-Saharan African markets — without needing to source deals, structure investments, or monitor performance themselves. Investors deposit capital into a BulliOne-managed account, and a dedicated portfolio manager allocates, rebalances, and grows it across a curated mix of asset classes: private equity positions in profitable lower-mid market businesses, structured debt, algo-driven trading strategies, and select real asset opportunities (e.g. infrastructure, fibre, energy).
Core components:
Dedicated portfolio management – Each client is assigned a BulliOne manager responsible for allocation strategy, rebalancing, and reporting, rather than self-directed investing.
Tiered mandates – Conservative (capital preservation, fixed income–weighted), Balanced (blended PE + fixed income + algo), and Growth (concentrated PE/venture exposure) tiers, so capital is matched to risk appetite.
Transparent dashboard access – Investors track NAV, allocation breakdown, and performance in real time through the investor portal, with deposits reflected once funds clear escrow.
Secure custody & escrow – Funds held via partner custodians (fiat and crypto), with dual-consent release controls protecting investor capital.
Performance-based fee structure – Management fee plus a performance/carry component tied to portfolio growth, aligning BulliOne's incentives with investor outcomes.
Quarterly reporting & reviews – Formal performance reports and strategy check-ins, similar to a private wealth mandate but focused specifically on African growth markets.
Positioning: This turns BulliOne from a single-fund PE manager into an ongoing wealth management relationship — a way to capture investors who want African market exposure and growth, but prefer "set it and let BulliOne manage it" over committing to a single closed-end fund.
FAQs

Contact for pricing
Duration1 week
Tags
Wealth Management Advisor
Investment & Asset Management
investing
Service provided by
John Gatharia Nairobi, Kenya
1
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Investment As a Service John Gatharia
Contact for pricing
Duration1 week
Tags
Wealth Management Advisor
Investment & Asset Management
investing
Cover image for Investment As a Service
Investment-as-a-Service offering gives investors a fully managed route into Sub-Saharan African markets — without needing to source deals, structure investments, or monitor performance themselves. Investors deposit capital into a BulliOne-managed account, and a dedicated portfolio manager allocates, rebalances, and grows it across a curated mix of asset classes: private equity positions in profitable lower-mid market businesses, structured debt, algo-driven trading strategies, and select real asset opportunities (e.g. infrastructure, fibre, energy).
Core components:
Dedicated portfolio management – Each client is assigned a BulliOne manager responsible for allocation strategy, rebalancing, and reporting, rather than self-directed investing.
Tiered mandates – Conservative (capital preservation, fixed income–weighted), Balanced (blended PE + fixed income + algo), and Growth (concentrated PE/venture exposure) tiers, so capital is matched to risk appetite.
Transparent dashboard access – Investors track NAV, allocation breakdown, and performance in real time through the investor portal, with deposits reflected once funds clear escrow.
Secure custody & escrow – Funds held via partner custodians (fiat and crypto), with dual-consent release controls protecting investor capital.
Performance-based fee structure – Management fee plus a performance/carry component tied to portfolio growth, aligning BulliOne's incentives with investor outcomes.
Quarterly reporting & reviews – Formal performance reports and strategy check-ins, similar to a private wealth mandate but focused specifically on African growth markets.
Positioning: This turns BulliOne from a single-fund PE manager into an ongoing wealth management relationship — a way to capture investors who want African market exposure and growth, but prefer "set it and let BulliOne manage it" over committing to a single closed-end fund.
FAQs

Contact for pricing