Four steps, in the same order, every time.
Opportunities come from long-standing relationships with operators, landmen, and engineers — and most are declined. What survives the screen passes through the same documented sequence before any capital moves.
Source & screen
Opportunities come from long-standing relationships with operators, landmen, and engineers. Most are declined at this stage.
Diligence & structure
We review geology, offset well data, cost assumptions, title, and operator history, then structure the vehicle and its documents.
Subscribe & fund
Accredited investors review the data room, complete subscription documents, and fund. Accreditation is verified as part of the process.
Report & distribute
Once a project is producing, we administer distributions when available and provide production, financial, and tax reporting.
Diligence covers the technical and the contractual.
Before a vehicle is offered, we work through the same checklist — reservoir and offset data, cost assumptions, title, operator history, and the economics of the structure itself.
“Doing the work before the capital moves.”
See what a managed vehicle looks like.
Each opportunity is presented through its own offering page and definitive documents — never through marketing summaries alone.