Inflection point:
Fundraising disruption, departing CFO, plus additional shifts in leadership required financial stabilization and strategic reset.
Niko Financial Consulting’s Solutions:
- Stabilized finance function within 30 days
- Implemented organization-wide budgeting discipline
- Identified $2.2M in cost optimization
- Delivered board-level financial clarity and revised strategic roadmap
- Built financial models to support major RFP bid decisions
Impacts:
Reduced projected deficit by $1.3M, and restored financial confidence across executive leadership and board.
Inflection point:
Rapid growth without financial infrastructure to support scale.
Niko Financial Consulting’s Solutions:
- Built three-statement forecasting with scenario modeling
- Installed rolling 13-week cash visibility discipline
- Restructured commission plan to align incentives with margin
- Identified $0.5M in Selling, General, and Administrative savings
Impacts:
Shifted from operating losses to sustained profitability within six months, and secured $5M working capital financing to fuel continued growth.
