Our projects

Selected case studies showcasing how Optavera helps clients drive strategic clarity, financial efficiency, and investor confidence.

ASG-PL — Strategic Planning & Capital Allocation

Client: ASG-PL

Industry: Wholesale Trade & Exhibition Services

Location: Poland

ASG-PL operates a large-scale trade center with 300+ wholesale shops and service offices. As the business considered regional expansion, leadership needed clearer visibility into profitability by business line and support with long-term capital allocation.

Optavera partnered with ASG-PL to build a strategic finance model segmented by revenue stream and cost center. We introduced capital planning tools and delivered a 5-year investment roadmap, backed by scenario analysis.

Results:

• Improved allocation of retained earnings across business lines

• Greater board confidence in expansion planning

• Established internal benchmarks to track ROI by project

L’Abeille Global — Investor Readiness & Fundraising Support

Client: L’Abeille Global

Industry: Health & Functional Nutrition

Location: Vietnam

L’Abeille Global, a premium health brand, was preparing for its first external fundraising round. The team needed support translating raw financials into investor-grade materials and answering tough financial diligence questions.

Optavera rebuilt the company’s model, streamlined COGS logic, and developed a data-backed pitch narrative. We also coached the founders on presenting their growth metrics in a way that aligned with investor expectations.

Results:

• Secured two investor offers within six weeks

• Built investor-ready model and KPI framework

• Reduced founder time spent on prep

IFG-Trade — Forecasting Accuracy & Operational Efficiency

Client: IFG-Trade

Industry: Global Produce & Juice Distribution

Location: Poland, with operations in Germany, the Netherlands, and Vietnam

Operating across multiple geographies, IFG-Trade struggled with inconsistent forecasting and reactive decision-making. Manual consolidation of financials from various regions delayed reporting and blurred performance visibility.

Optavera automated their forecasting process, rebuilt SKU-level models by product and country, and created dashboards for live margin tracking and sales forecasts.

Results:

• Reduced monthly reporting time

• Improved forecast accuracy

• Enabled earlier interventions on underperforming SKUs