Treasury Mandates
Exceed offers managed DeFi treasury mandates for institutions, DAOs, and high-net-worth individuals seeking professional yield management on Solana.
What Is a Mandate?
A treasury mandate is a managed allocation where Exceed deploys your capital according to a customized risk profile. Instead of using the standard exToken products, mandate clients work directly with the operations team to define:
- Risk tolerance — Conservative, moderate, or frontier strategy universe
- Concentration limits — Custom caps on individual protocols, strategies, or asset classes
- Exclusions — Ability to exclude specific protocols, credit products, or strategy types
- Reporting cadence — Weekly, bi-weekly, or monthly performance reports
- Rebalancing frequency — Daily, weekly, or event-driven
How It Works
1. Onboarding
- Initial consultation to understand your risk appetite and yield targets
- Define the custom parameters for your allocation
- Set up ForDefi MPC custody for your dedicated vault(s)
- Establish reporting channels and escalation procedures
2. Deployment
- Capital is deployed through the same proprietary engine that powers the standard products
- Your custom risk profile filters the available strategies to match your requirements
- Initial allocation is reviewed and approved before execution
3. Ongoing Management
- Daily engine optimization against your custom parameters
- Rebalancing executed per agreed schedule
- Weekly yield reports with strategy attribution
- Real-time Hypernative monitoring for all positions
- Dedicated point of contact for questions and adjustments
Minimum Allocation
| Tier | Minimum | Features |
|---|---|---|
| Standard | $500K | Custom risk profile, weekly reporting, dedicated support |
| Institutional | $5M+ | Fully custom parameters, priority rebalancing, enhanced reporting |
Denominations
Mandates can be structured in any combination of:
- SOL — SOL-denominated strategies
- USDC — Dollar-denominated strategies
- BTC — Bitcoin-denominated strategies
- ETH — Ethereum-denominated strategies
Multi-denomination mandates are supported, with independent optimization per denomination.
Why a Mandate vs. exTokens?
| exTokens | Mandate | |
|---|---|---|
| Minimum | None | $500K |
| Risk profile | Fixed (moderate) | Custom |
| Rebalancing | Daily, team-reviewed | Custom schedule |
| Reporting | Exchange rate only | Full strategy attribution |
| Exclusions | Not possible | Full control |
| Custody | Shared vault | Dedicated vault option |
| Fee structure | Standard 15% | Negotiable |
Current Capabilities
The engine currently optimizes across:
- 10+ integrated protocols on Solana
- 4 denominations (SOL, USDC, BTC, ETH)
- Multiple risk profiles from conservative to frontier
Mandate clients get access to the full engine capability, filtered to their specific requirements.
Contact
For mandate inquiries, reach out to the Exceed team:
- Email: treasury@exceed.finance
- Telegram: @ExceedFinance
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