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