Fund Admins
For administrators ready to scale with precision, automate outreach, and support client raises - without adding risk.
Your Clients Need to Raise Capital. You Need to Grow Your Book.
Are either stalled?
Fund administrators managing 50+ funds who need to grow their own client base while supporting existing clients’ raises — without stretching an already-maxed operations team or creating compliance risk on either side.
“This gave us clarity and infrastructure to punch above our weight.”
— Frederick C., COO, Boutique Admin Firm
🎯 The Problem
Your capacity is already stretched. Adding business development to your team’s plate means something else drops - and what drops is usually the operational precision your existing clients depend on.
Hiring a dedicated growth person is a $100K+ bet on someone who won’t understand your regulatory environment for the first six months. Agencies don’t understand fund admin - they’ll pitch the same B2B playbook they run for SaaS companies.
So growth happens passively. A referral here, an introduction there. And the firms with half your operational capability keep growing because they figured out how to generate pipeline without sacrificing delivery.
🛠 How We Solve It
We build growth systems that work alongside your operational workflows - not against them. Enriched prospect lists of fund managers and GPs actively looking for admin partners. Compliant outreach that positions your operational strengths to the right audience. Pipeline that fills without pulling your team away from servicing.
Your ops team stays focused on what they do best. The growth system runs in parallel.
“CGA’s team spotted gaps that I didn’t know were costing us.”
— Carlos P., Managing Director, Boutique BD
⚖️ Regulatory Context
The SEC’s expanding oversight of the fund ecosystem means the bar for compliant business development is rising across the board — for admins, not just for the funds they serve. Outreach that isn’t audit-ready is outreach that creates risk.
We track 71,000+ enforcement actions. Your pipeline building stays clean.
If you’re administering 50+ funds and growth has relied on passive referrals, the diagnostic maps exactly where pipeline is leaking.
👉 Request a Growth Diagnostic for Your Firm
Specific findings. Honest assessment. No pitch.
Don't take our word for it.
Three steps to less complexity - on your side.
1 - Diagnose
We take an honest look at your growth. Where opportunities are, where they're leaking, and what's blocking qualified conversations.
2 - Build
We design & develop a growth system around your firm, your market, and your compliance environment. Not a template. Not a campaign.
3 - Run
We operate it daily. Qualified conversations show up on your calendar (with sourcing & attribution). Your people stay focused on clients.