No Ghost Stories: Tailoring Disclosures to the Energy Investment and Investor Base written by Hunter Hagan Published October 7, 2026 When an energy investment falls short of expectations, investors go back to the PPM to see exactly what they were told. If it says nothing about the specific problem behind the shortfall, some will allege… Read more »
Follow the Money (and the Candy): Getting Energy Economics Right in the PPM written by Miranda Caballero Published October 7, 2026 The first distribution goes out, and an investor calls, confused: the check is smaller than expected, and the sponsor’s promote appears to have kicked in earlier than the investor thought the waterfall allowed. Both… Read more »
No Tricks, Just Treats: Why Energy Investments Require a Tailored PPM written by Tyler Marks Published October 7, 2026 An investor wires $250,000 into what the pitch deck called a “producing asset fund.” A year later, the checks are smaller than expected, because half the fund’s capital actually went into undrilled acreage, a fact buried… Read more »
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