Foundation
Behind The Curtain
People, ownership, track record, conflicts, reputation and who is really responsible for the opportunity.
Independent professional review may be appropriate.Energy Advisor · Project Advisor
Review your project.
Search the full framework, follow the evidence, identify what is missing and separate technical facts from promotional claims before capital and reputation are committed.
Project workstreams
62 of 62 modules shown.
Foundation
Entity Map
Map every operator, issuer, owner, affiliate, SPV, manager and intercompany relationship.
Independent professional review may be appropriate.Foundation
Sponsor Alignment
Understand sponsor capital, promotes, fees, related parties, downside exposure and alignment.
Independent professional review may be appropriate.Asset
Location / Target
Define geography, well or project identifiers, formation, target interval and physical scope.
Asset
Acreage / Title
Verify acreage, ownership, leases, title, burdens, assignments and contractual rights.
Independent professional review may be appropriate.Asset
Lease Clock
Track expirations, HBP status, development obligations and deadlines that can destroy value.
Independent professional review may be appropriate.Asset
Surface / Access
Confirm surface rights, access, easements, utilities, local restrictions and operational access.
Independent professional review may be appropriate.Capital
Money Raise
Define amount, timing, uses of proceeds, investor commitments and future funding requirements.
Independent professional review may be appropriate.Capital
Capital Stack
Map equity, debt, preferred capital, carries, liens, guarantees and distribution restrictions.
Independent professional review may be appropriate.Economics
AFE
Build and benchmark the authorization for expenditure from location work through facilities.
Capital
Investor Economics
Model WI, NRI, fees, waterfall, payout, IRR, MOIC and downside investor outcomes.
Independent professional review may be appropriate.Capital
Deal Structure
Define the legal and economic vehicle, governance, voting, transfer, dilution and exit provisions.
Independent professional review may be appropriate.Governance
Legal / Securities
Review securities structure, exemptions, solicitation, compensation, disclosures and filings.
Independent professional review may be appropriate.Governance
Investor Eligibility
Document investor qualification, sophistication, risk capacity and offering eligibility.
Independent professional review may be appropriate.Governance
Source of Funds
Verify funding identity, beneficial ownership, sanctions, wire controls and reconciliation.
Independent professional review may be appropriate.Subsurface
Geology
Evaluate regional geology, stratigraphy, structure, depositional setting, charge, trap and seal.
Subsurface
Petrophysics
Evaluate logs, core, porosity, saturation, mineralogy, pay cutoffs and uncertainty.
Subsurface
Reservoir
Evaluate pressure, fluids, drive mechanism, recovery, drainage, spacing and reservoir behavior.
Subsurface
Reserves / Resources
Classify and validate reserves and resources, commerciality, maturity and independent estimates.
Independent professional review may be appropriate.Subsurface
Offset Wells
Analyze complete offset populations, production, completions, failures and normalized performance.
Subsurface
Type Curve
Build and back-test defensible production type curves with uncertainty ranges.
Drilling
Well Design
Design casing, cement, tubing, barriers, integrity and future intervention compatibility.
Drilling
Drilling Plan
Plan rig, hydraulics, mud, bits, casing points, ROP, NPT and contingency.
Drilling
BHA / Directional
Engineer BHA, MWD/LWD, trajectory, torque and drag, vibration, jar placement and fishability.
Drilling
Well Control
Validate pore and fracture pressure, barriers, BOP, kick tolerance, H2S and emergency readiness.
Independent professional review may be appropriate.Completions
Completion Design
Design stages, clusters, perforations, fluids, proppant, diversion and offset protection.
Completions
Flowback
Plan drawdown, choke, cleanup, sand, gas capture, temporary facilities and handoff.
Operations
Production Plan
Forecast and manage production, surveillance, chemistry, downtime, maintenance and accounting.
Operations
Artificial Lift
Select, size and optimize lift systems over the life of the well.
Operations
Facilities
Design production, measurement, storage, compression, automation and capacity.
Operations
Water / SWD
Plan sourcing, recycling, produced water, disposal capacity, UIC and seismicity exposure.
Independent professional review may be appropriate.Commercial
Midstream / Takeaway
Verify gathering, processing, capacity, fees, dedications, timing and contingency.
Independent professional review may be appropriate.Commercial
Marketing / Hedges
Evaluate purchasers, pricing, basis, differentials, hedging, collateral and counterparty risk.
Independent professional review may be appropriate.Governance
Permits / Regulatory
Reconcile permits, orders, reporting, bonds, inspections, violations and jurisdictional requirements.
Independent professional review may be appropriate.Governance
Environmental / Air
Evaluate air, methane, waste, spill, water, remediation, reclamation and environmental liability.
Independent professional review may be appropriate.Execution
HSE
Evaluate safety systems, contractors, well control, H2S, pressure, lifting, fatigue and incident response.
Independent professional review may be appropriate.Execution
Vendors / Supply Chain
Benchmark vendors, bids, capacity, lead times, credit, alternates and related-party exposure.
Execution
Operator Execution
Measure drilling, completion, production, cost, schedule, staffing and reporting performance.
Strategy
Development Plan
Build inventory, sequencing, cadence, capital needs, lease retention and full-development logic.
Liability
P&A / ARO
Quantify plugging, abandonment, restoration, legacy environmental and retirement obligations.
Independent professional review may be appropriate.Economics
Economics
Model production, pricing, ownership, costs, taxes, cash flow, payout, IRR, NPV and breakevens.
Economics
Stress Test
Test commodity, EUR, AFE, LOE, delays, water, downtime, failures and combined downside cases.
Economics
Reality Check
Compare forecasts with actual offsets, actual costs, medians, failures and observed field performance.
Risk
Risk Map
Create an explicit technical, commercial, legal, environmental, financial and reputational risk register.
Independent professional review may be appropriate.Governance
Taxes
Review entity, federal and state, IDC, depreciation, depletion, severance and investor tax assumptions.
Independent professional review may be appropriate.Governance
Accounting / Controls
Establish JIB, revenue, AFE tracking, approvals, reconciliations, fraud controls and reporting.
Independent professional review may be appropriate.Risk
Insurance
Verify control-of-well, pollution, liability, property, D&O, cyber and other coverage and exclusions.
Independent professional review may be appropriate.Data
Data Integrity
Normalize identifiers, dates, formation, coordinates, production units, sources and audit trails.
Data
Cyber / Systems
Protect accounting, SCADA, investor, land and technical systems with access and incident controls.
Independent professional review may be appropriate.Diligence
Documents
Assemble governing, land, regulatory, technical, commercial, financial and offering documents.
Independent professional review may be appropriate.Diligence
Data Room
Organize controlled, versioned diligence materials with access, Q&A and missing-document tracking.
Independent professional review may be appropriate.Diligence
References
Validate performance and conduct with investors, partners, vendors, professionals and counterparties.
Diligence
Red Flags
Track inconsistencies, unsupported claims, missing records, pressure tactics and unresolved concerns.
Independent professional review may be appropriate.Diligence
Third-Party Review
Assign independent legal, engineering, geology, land, tax, environmental and economic review.
Independent professional review may be appropriate.Capital
Investor Package
Create sourced, balanced investor materials that separate facts, forecasts, risks and assumptions.
Independent professional review may be appropriate.Capital
Investor Fit
Evaluate investor eligibility, sophistication, liquidity, concentration and understanding of risks.
Independent professional review may be appropriate.Governance
My Role
Define advisor, introducer, consultant, investor, communications, authority and compensation boundaries.
Independent professional review may be appropriate.Governance
Communications / Claims
Control website, email, pitch, social, projection, reserve and performance claims consistently.
Independent professional review may be appropriate.Governance
Investment Committee
Run formal multidisciplinary approval with conditions precedent and documented open issues.
Independent professional review may be appropriate.Capital
Closing / Funding
Complete subscriptions, cap tables, ownership, funding, commitments, insurance and closing controls.
Independent professional review may be appropriate.Operations
Post-Close Controls
Track drilling, cost, completion, production, cash, compliance, reserves and investor reporting.
Decision
Go / No Go
Make the final evidence-based decision on whether the opportunity deserves capital and reputation.
Independent professional review may be appropriate.