---
client: OakTree
status: active
total_revenue_8mo: 21635
percent_of_lfcs_revenue_8mo: 1.4
type: client-knowledge
tags: [client, knowledge, payment-flag, overdue]
---

# OakTree

## Snapshot

| Field | Detail |
|---|---|
| **Status** | Active — payment-flagged ⚠ |
| **8-month revenue** | **$21,635 ex-GST · 1.4% of LFCS total** |
| **Avg/month** | $2,704 |

## Active Jobs

| Site | Status | Notes |
|---|---|---|
| Pendle Hill Factory | Ongoing | |
| 30 Glen St | INV#941 ⚠ Overdue 2+ months | $25,918.20 inc-GST |

## Payment History (append-only)

- ⚠ **INV#941 30 Glen St — $25,918.20 inc-GST OVERDUE 2+ months** (due 28/02/2026, unpaid)
- **No record of dispute** — likely operational delay or relationship friction
- **Action: chase by call or formal letter** per Revenue Analysis 🔴 immediate actions

## Communication Patterns

*(TBC — Rocky to fill. Important: who's the right contact to chase INV#941?)*

## Variation Behaviour

*(TBC)*

## Red Flags / Watch Points

- 🔴 **INV#941 overdue 2+ months — top of chase list per Revenue Analysis**
- Payment behaviour needs investigation — is this a one-off delay or systemic?
- **Hold-back recommendation: don't extend further unsecured work to OakTree until INV#941 settled or formally addressed**

## What Helps

*(TBC)*

## Cross-Reference

- Per-job memories: Hasibul's `03 - Claude Memory/Jobs/OakTree - Pendle Hill Factory.md`
- Revenue Analysis 2026-05-01 immediate-action item #1

---
*MVP stub created 2026-05-06. Payment flag is the priority signal.*