Robotics & AI

Picknik Robotics, financial clarity that frees the CEO.

An embedded CFO built the financial structure a fast-moving robotics company needed, so the founder could spend his time on growth instead of the numbers.

Business modelB2B
HeadquartersBoulder, CO
Key initiativesFinancial clarity, strategic planning, forecasting, ops alignment, scalable financial infrastructure
Capital movedStructural, with Human
The Challenge

Picknik builds robotics and AI software, the kind of company where engineering moves fast and finance has to keep up. The CEO was carrying the financial detail himself, and that pulled his attention away from where it mattered most: growing the business. Without a clear financial structure, forecasting was hard, planning was reactive, and the function that should give a founder confidence was instead a source of stress.

What We Ran

Savvy embedded a senior CFO inside the finance function and put the System of Value Creation to work on the structural capital that was leaking. The operator built financial clarity first, then forecasting and a planning rhythm the leadership team could trust, and aligned finance with operations so the two stopped working in separate directions. The goal was not a tidier spreadsheet. It was scalable financial infrastructure that holds value inside the company instead of in the founder's head.

The Result

The CEO stepped out of the financial weeds and back onto growth. With clarity, structure, and accountability in place, finance became something the leadership team could plan against rather than chase. The specific outcomes below are in the client's own words.

Partnering with our fractional CFO through Savvy brought the financial clarity, structure, and accountability we needed to scale. I've been able to focus on growth instead of getting buried in financial details.

Dave Grant, CEO, Picknik
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