Oak Business Consultant

ChallengesOur client’s clothing swap platform has different features, categories, and costs, forming the revenue model’s basis. One of the challenges was developing a dynamic structure to calculate the revenue so that the pricing could be adjusted and narrowed down to the best possible scenario. Moreover, analyzing the sales strategy that targets specific customers within the market segment. Further, utilizing a direct sales approach was critical in finalizing the pricing strategy. To overcome the above challenge, it was necessary to analyze different customer segments and prepare a complete profile. This was a big task considering the multiple categories and services involved in the application, each requiring individual attention. Our team needed to do the research to identify the age group of customers and the marketing strategy. The clothing swap SaaS-based business model required investments to cover its early development costs and other expenses. Hence building an optimal and customized financial model that evaluates each segment of the business to calculate total investment requirements was essential. Moreover, the calculation of investment returns was also required to give the client an estimate of what they could offer their investors.Since our client was dealing with multiple revenue channels and marketing strategies, we needed to identify the profitable channels. In addition, we were required to determine which channel brought the most customers. SolutionsThe team conducted market research to formulate customer profiling, analyzed churn rate and loyalty of revenue and subscription plans, and prepared a marketing plan to attract and sustain young customers. The Oak Business Consultant helped identify competitive pricing and develop a targeted marketing strategy. They also determined profitable categories and channels and evaluated price-sale ratios and transaction per user for revenue and cost projections.

As financial analyst logistics working for Duka, one of our primary responsibilities is to conduct case scenario analysis (financial analysis for logistics) and create a financial model for logistics company. This involves analyzing key SaaS financial metrics such as revenue, profitability, operating expenses, etc., in order to provide insights on areas where further improvements can be made.Oak Business Consultant provided services as expert financial analyst logistics. The aims of the project were twofold:Estimate the total number of subscribers who would then perpetuate the revenue stream over the years.Analyze how much funding was required based on financial need analysis and whether that would be enough to cover start-up expenses.Oak Business Consultant conducted a detailed financial analysis of Duka Logistics. This included projected revenue and profitability over the next five years. Using this analysis, we were able to estimate the number of subscribers that Duka could capture and provide recommendations for improving profitability. In addition, we provided a comprehensive business proposal with an integrated financial model and pitch deck to help Duka secure the funding it needed to successfully launch its logistics services. With our expertise in financial modeling and market research, we are confident that our recommendations will help Duka succeed in the competitive logistics industry.​

Oak business consultant assisted a client in the eco-tourism industry who sought to raise investment to acquire three eco-resort properties in Vanuatu. The client requested financial projections for the properties and a company valuation based on those projections. Oak’s goal was to help the client maximize satisfaction by understanding their requirements and applying strategies to solve their problems. To meet the client’s requirements and maximize satisfaction, Oak Business Consultant scheduled meetings to understand their needs. Research was conducted on the eco-tourism industry, revenue structure, and costs associated with the services the client will provide. Detailed revenue analysis, financial projections, and company valuations were created to provide the best output.

This case study focuses on restaurant management systems (RMS), which help streamline operations and make running a restaurant business more efficient. Oak Business Consultant offers customizable solutions to meet the specific needs of food service businesses. The main challenge was integrating pre-money and post-money scenarios into the model structure, and a comparative analysis was provided to help the client make the best decision. Solution for Restaurant Management ServicesWe researched a number of restaurants worldwide and found the number of restaurants ready to shift to a new restaurant system and, in the end, what portion of the market we could capture. As a result, this restaurant management system by Oak Business Consultant is able to adapt to the changing market share percentages.We made a dynamic yet comparable model for two scenarios and used logical formulas to give flexibility to the client.We made two financial statements with different scenarios, pre-money, and post-money, and compared them to analyze which one was cost-effective.Making the model dynamic while adding features for the revenue, how free trials will affect the revenue, and how add-on services will be beneficial for revenue. It was not easy, but our experts made it possible with their extraordinary financial expertise.Different types of subscriptions with different types of growth rates were calculated.We gave them flexibility in revenue calculation for upgrades and free trials.