Client Story Picknik Robotics

Industry: Robotics & AI

• Business model: B2B

• Headquarters: Boulder, Colorado

• Key initiatives: Financial clarity, strategic planning, long-term forecasting, operational alignment, executive support, and scalable financial infrastructure

The Problem:

PickNik Robotics was scaling quickly in a highly competitive robotics and AI market—but with growth came increasing financial complexity. The company lacked reliable forecasting, consistent financial structure, and clear visibility into cash flow.

The CEO was pulled deep into financial details, leaving less time to focus on strategic leadership, partnerships, and long-term growth planning. Without stronger financial systems and accountability, the company risked inefficiencies, unclear decision-making, and slower momentum during a crucial growth phase.

The Solution:

Savvy Strategic Partners stepped in to provide strategic financial leadership through a fractional CFO model. Key actions included:

• Establishing financial clarity through structured reporting, budgeting, and forecasting

• Developing a scalable financial system that aligned with strategic and operational goals

• Creating a disciplined financial planning cadence to support confident executive decision-making

• Implementing processes that improved accountability, transparency, and operational efficiency

• Providing CEO-level financial guidance that freed leadership to focus on growth initiatives

The Results:

Working with Savvy, PickNik Robotics unlocked measurable financial and operational improvements:

• Gained complete clarity into financial health, forecasting, and decision readiness

• Strengthened financial accountability across planning, budgeting, and resource allocation

• Improved long-term forecasting to support strategic decision-making

• Reduced operational friction by implementing structured financial processes

• Freed the CEO to focus on strategy, partnerships, and scaling the business

“Partnering with Tyler as our fractional CFO through Savvy has brought the financial clarity, structure, and accountability our business needs to truly scale. With his guidance, we’ve turned vision into measurable results. As the CEO, I’ve been able to focus on growth and strategy instead of getting buried in financial details. For any business owner considering Savvy, I’d say this: you don’t just get a CFO; you gain a strategic partner who helps you see the whole picture and move faster toward your goals.”
— Dave Grant, CEO, PickNik Robotics