Competitor tracking
See who is winning new mandates, losing existing ones, and where each competitor is gaining traction.
Your competitors know which funds to target.
Do you?
Track competitor activity, identify relevant funds, and turn cold outreach into warm intros by leveraging your team's existing connections to decision-makers - all in one place.
The Problem
BD teams are still flying blind.
Most firms still rely on fragmented data, outdated lists, and guesswork - while competitors win the mandates.
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01
No clear view of competitor relationships
You can't see which administrators are winning - or losing - which funds, or how those relationships are shifting over time.
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02
Hard to identify the right funds to pursue
Lists go stale fast. Without structured data on strategy, AUM, and service providers, qualifying targets becomes guesswork.
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03
Time wasted finding relevant contacts
BD teams spend hours hunting LinkedIn and patching together data sources just to reach the right decision-maker.
The 9AT Platform
A smarter way to target opportunities.
One workspace built for the way fund administration BD teams actually work.
Fund comparison
Compare funds and firms side-by-side across strategy, AUM, structure, and current service providers.
Lead generation
Build qualified target lists from a structured dataset of advisers, funds, and service-provider relationships.
Direct contacts
Reach COOs, CFOs, and operations leads directly - with verified contact data and relationship insight.
Warm intros, not cold calls
Surface shared connections between your team and target decision-makers - so you can turn cold outreach into warm, referred introductions.
Self-administered funds
Identify funds that are currently self-administered - a high-intent target pool of managers ready to outsource as they scale.
Our clients
Trusted and used by top fund administrators in the alt fund space.
39,990+
Investment advisers tracked
166,990+
Private funds in the dataset
2,490+
Service providers monitored
Stop guessing. Start targeting.
See exactly how 9AT helps your BD team find better-fit opportunities and reach the right decision-makers - then try it free.
- 15-30 minute walkthrough
- Free trial
- No commitment
