
Energy transition
Power is moving from a few big plants to millions of small assets. Who captures that value is a business model question.
Built for what comes next
We help leadership teams in capital-heavy industries make the most of transformation.
The big shifts
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What we do about it
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Power is moving from a few big plants to millions of small assets.
Batteries, rooftop solar and EV chargers are being installed everywhere. Each is bought to do one job — but each could earn in several ways, from several buyers.
Who captures that value is a business model question. That is what we design — see Vara under New revenue.
What a business consumes and what it earns are one question, not two.
Measured properly, using less energy, water and material shows up as margin — and as a stronger story for investors and lenders who now ask about it.
We design sustainability into the business model, not as a separate report.
AI is the decision layer over the assets you already have.
Dispatch, allocation, scheduling — deciding second by second where a resource is worth most. AI doesn't replace the asset. It changes what the asset can earn.
Our work sits where AI and resource economics meet.
Machines are taking on repeatable physical and routine work.
The same site and the same people can produce more. But the gain only reaches the bottom line if the operation and how it earns are redesigned around it.
That redesign is a transformation — one of our three services.
Some things are getting cheap. Others are not.
Value moves to whoever controls the scarce input — and the scarcest of all is people with the right skills. Data centres show it too: they get built only where power, land and the people to run them come together.
We help companies position on the scarce side of the equation.
Most companies own more than their business model can charge for. We design the model that turns it into revenue.
For energy, agriculture, construction, minerals and healthcare — industries where expensive assets are already in place.
Something your company already holds becomes a product someone else will pay for.
Your existing business stays as it is. A new revenue line is added beside it.
The concept: one asset that could earn three times. Not yet in market.
Your operation looks the same from the outside — and earns differently on the inside.
Output, cost per unit and use of capacity are redesigned as one system, instead of three separate department targets.
In development: Cirra Carbon — raising agricultural yield and carbon value at state scale, in a form development financiers can underwrite.
A model that works in one country often fails in the next.
Not because the product is wrong, but because the buyer, the price and the buying process are different. We redesign the model for the new market and help carry it there.
We work the corridor in both directions.
Two days with your leadership team, built on your own data.
For a company deciding on a new business model, a transformation or a market entry.
Fee quoted on request, by scope.
The next data centre goes where the resources are.
Power, water and land decide where a data centre can be built. We start with what a site can supply — then design the partnership and the build schedule around it.
For developers, power producers and investors.
Four weeks to a model. Not four months to a report.
You get a revenue model, an operating design, a capital story and a build plan. We design; specialist partners build.
If there's a model in it, you'll know within an hour.
Clear vision through business transformation.
Oskar & Co Ltd · Registered in England & Wales · No. 17273742
Oskar Opinion · Thesis · Top ↑
We help companies make the most of transformation.
AI, automation, energy and sustainability are changing what every asset can earn — and what it costs to run. We help leadership teams in capital-heavy industries see the shift clearly and turn it into results: new revenue from what they already own, an operation that earns more, or a move into a new market.
Each one changes the economics of a business that owns real assets. Our work is turning that change into results.

Power is moving from a few big plants to millions of small assets. Who captures that value is a business model question.

What a business consumes and what it earns are one question. Measured properly, using less shows up as margin.

The decision layer over the assets you already have — deciding, second by second, where a resource is worth most.

The same site and the same people can produce more — if the operation and how it earns are redesigned around it.

Value moves to whoever controls the scarce input — and the scarcest of all is people with the right skills. We help companies position on the scarce side of the equation.
See our data centres work →All three start from the same place — what already exists — and all three end in a drawn model. What differs is whether the revenue line is new, existing, or somebody else's in a market they cannot reach.
An asset, dataset or capability the organisation already holds becomes a product someone else will pay for. The existing business is untouched; a revenue line is added beside it.
The operation stays the same on the outside and earns differently on the inside. Throughput, cost per unit and utilisation are redesigned as one system rather than three departmental targets.
A model that works in one market is usually invisible in three others — not because the product is wrong, but because the buyer, the price point and the procurement path are different. We redesign the commercial model for the new territory and carry it there.
A sketch is a picture of an idea. A design is a specification something gets built from — priced, sequenced and owned. Four parts, delivered together; a model missing any one of them is a document, not a design.
| Item | Part | Description | Delivered as |
|---|---|---|---|
| BM-01 | Revenue model | Who pays, for what, on what basis, and why they keep paying. Priced, with the unit economics worked through rather than asserted. | Model + workings |
| BM-02 | Operating architecture | The data, systems and decisions the model depends on — drawn as one diagram a board can read in a minute. | Drawing set |
| BM-03 | Capital story | The version an investor, a grant committee or a ministry can act on. Same model, framed for whoever is writing the cheque. | Narrative + figures |
| BM-04 | Execution sequence | What gets built first, what it costs, who owns it, and the point at which the model starts paying for itself. | Sequence + owners |
In capital-heavy industries the asset is rarely the constraint — the decision layer over it is. Dispatch, allocation, schedule. Every model is drawn before it is written, and priced before it is drawn — if it cannot be priced, it is not a design yet.
This is a studio concept, drawn to show how we think. Households across the Gulf and Europe are installing batteries, solar and EV chargers. Each is bought to do one job: cut a bill. Once installed it sits idle most of the day.
The hardware was already paid for. What does not yet exist is a model that lets one asset earn three times, from three different buyers.
Vara is our design for a dispatch layer that would decide, second by second, whether stored energy is worth more to the household, the grid operator, or the wholesale market. It has no customers yet.
Canvas is the instrument that sits behind every engagement. It holds the organisation's current position across the dimensions that matter — AI readiness, resource visibility, governance, capital exposure — and the target it has decided to reach. As new data arrives the position moves, so progress is something you can see rather than something you assert at the end of a programme.
The first live deployment is currently being built for a private hospital group in the Gulf. The gap between current and target state is the engagement.
State-scale agricultural productivity. Land, water and grower networks that already exist, with an allocation and verification layer that turns yield improvement into something a development financier can underwrite.
Processing capacity co-located with generation, so the energy input becomes controllable and the cost position is defensible against imports rather than dependent on subsidy.
A clinical operating model where throughput, cost per episode and capacity utilisation are designed as one measured system instead of three departmental targets.
Three markets that need each other — and rarely meet on the right terms.
European standards and market access. Indian technology and scale. Gulf capital and ambition. Each holds what the others are looking for, yet most companies treat the move between them as a sales exercise.
Crossing is a business model question. Who buys, at what price, through which procurement process and financed how — all of it changes on the way. We design for that crossing, in both directions.
The sequence is fixed because the failure modes are predictable. Pricing comes third, not last, for exactly that reason.
An architect does not pour the concrete, and the drawing is still what gets built from. The studio designs; it does not implement. Build is assembled from specialist partners under your contract or ours — data engineering, platform, integration — so capacity scales with the project instead of with a payroll you would be funding between projects.
The models are not invented case by case. They come from a single thesis about where unclaimed value sits — that what an organisation's resources return and what they cost are one question, not two. Every drawing on this site is an instance of it.
A business model has to be coherent, and coherence is hard to get from a committee. Every engagement is led by a principal who carries the logic end to end — and everything downstream of it is assembled from specialists who do that one thing well.
That is why a model from the studio holds up in front of a board, a ministry or an investment committee. You are buying a design, not a team you have to keep busy.
The work sits where AI and resource economics meet — because that is where most of the unclaimed value currently is, not because either is interesting on its own.
That is enough for a first conversation. If there is a model in it you will know inside an hour — and if there is not, you will know that too.
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