Our Services
Five engagements.
Every one builds something that lasts.
Productized offerings that combine financial expertise with AI-powered technology. Each engagement leaves you with expert guidance and the infrastructure to act on it.
Deal Readiness Sprint
Buy-side or sell-side — get deal-ready fast
Full M&A preparation for buyers and sellers. On the sell-side, we build your story, prepare market valuations, and help identify the right buyers. On the buy-side, we evaluate targets, build acquisition underwriting, and plan integration. AI-powered data extraction gets your information organized fast.
What You Get
Our Process
Discovery
Deep dive into your objectives, market position, and deal strategy. We identify gaps and build the roadmap.
Valuation & Analysis
Prepare market valuations, comparable analysis, and pricing frameworks for your transaction.
Model Build
Construct acquisition underwriting or exit model with scenario analysis and driver-based forecasting.
Target/Buyer Work
Support target identification or buyer outreach strategy. AI-powered document classification organizes your data room for rapid diligence.
Ideal for: Companies 3-6 months from a transaction
Diligence Command Center
Run the deal while you run the business
When diligence hits, every data request feels urgent. We become an extension of your team — handling the back-and-forth with AI-accelerated data extraction and automated request tracking so you can focus on operations and relationships.
What You Get
Our Process
Intake
We review the diligence request list and establish response protocols with your team.
Triage
Prioritize requests, identify potential issues early, and develop response strategies.
Execute
Pull data using AI-accelerated extraction, build analyses, and prepare responses. Automated tracking keeps everything organized.
Deliver
QA all materials and manage the data room. Keep you informed without overwhelming.
Ideal for: Companies in active diligence or LOI phase
Growth Capital
Secure the capital to fuel your next phase
Whether you're raising equity for growth, securing debt for an acquisition, or refinancing existing facilities, we manage the full capital raise process. From positioning and data-backed investor targeting through close management.
What You Get
Our Process
Discovery
Understand your capital needs, timeline, and strategic objectives. Assess market conditions and positioning.
Positioning
Build the investment thesis, financial model, and materials that tell your story to the right capital partners.
Outreach
Execute targeted investor/lender outreach. Manage meetings, follow-ups, and information flow.
Close
Negotiate terms, manage diligence, and drive the process through funding.
Ideal for: Companies seeking growth capital, acquisition financing, or debt refinancing
Post-Close Value Capture
Turn diligence insights into Day-1 execution
The real work starts after close. We take everything learned in diligence and turn it into the operating infrastructure that drives value creation — unified systems, automated reporting, real-time visibility, and AI-powered workflows that unlock operational leverage.
What You Get
Our Process
Integration Planning
Build the 90-day roadmap based on diligence findings and value creation priorities.
Systems Unification
Connect data sources, establish single source of truth, and build the data foundation.
Automation Build
Deploy AI-powered reporting, dashboards, contract analysis, and workflow automation.
Handoff
Train your team, document everything, and ensure sustainable operations.
Ideal for: Newly acquired companies or post-transaction integration
AI Enablement Sprint
Modernize your finance operations — no transaction required
You don't need a deal to need better infrastructure. We assess your current finance operations, identify the highest-ROI automation opportunities, and build them. AI-powered reporting, workflow automation, document intelligence — deployed and documented in 8 weeks or less.
What You Get
Our Process
Discovery & Audit
Map your current systems, data flows, and manual processes. Identify where AI creates the highest ROI.
Opportunity Mapping
Prioritize automation opportunities by impact and feasibility. Build the deployment roadmap.
Build & Deploy
Implement AI workflows, automated reporting, and data integrations. Test and validate with your team.
Train & Handoff
Document everything. Train your team. Ensure sustainable, independent operation.
Ideal for: CFO teams that know AI could help but don't know where to start
Ongoing Fractional CFO Support
Not every engagement starts with a transaction. For companies that need steady CFO-level support — whether building toward a future event or simply strengthening finance operations with AI-powered infrastructure — we offer ongoing fractional partnerships.
Discuss Your NeedsWhat We Support
- Monthly close management
- Financial reporting and FP&A
- Cash flow forecasting
- Board and investor reporting
- KPI framework development
- Budget and planning cycles
- AI workflow maintenance and optimization
- Automated reporting pipeline management
Engagements typically run on a monthly retainer basis, with scope tailored to your needs.
Whether it's a transaction or a transformation, let's talk.
We work with CFO teams navigating deals, building infrastructure, and deploying AI.
or email us at hello@gatecityadvisory.com