AirWorksAs Chief of Staff at AirWorks, I led financial diligence for a Series A investment from PSG, a leading private equity firm, at a moment when securing this capital was critical to the company's growth trajectory. I owned the end-to-end diligence process, building the core financial model, compiling comprehensive data rooms, and serving as the direct point of contact for PSG's due diligence questions on revenue, churn, and unit economics. The diligence was led by a big four accounting firm mimicking an M&A diligence process better preparing my company for a future exit.
I took responsibility for translating complex financial data into a clear, defensible narrative that could withstand rigorous investor scrutiny. This meant not only building accurate models but also anticipating the tough questions PE investors would ask about growth sustainability and customer retention, and being prepared to answer them directly and confidently.
The result was a $11 million Series A round that closed in just 6 months. PSG specifically cited the clarity of the unit economics model as a key factor that allowed them to move quickly on the deal. This work directly enabled a critical capital infusion for the company while establishing a new standard of financial rigor and transparency in how AirWorks presents itself to investors.
