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