A PPM for oil & gas partnerships and working-interest deals

The oil-and-gas framework renders the core PPM skeleton with upstream-specific content: a program description covering the basin, operator, and well count; reserve and production disclosure; a use-of-proceeds block that breaks leasehold, drilling, and completion; pro forma economics at a range of commodity-price decks; tax-treatment commentary (intangible drilling costs, depletion); and a risk-factor library that loads commodity-price, reserve-revision, regulatory, environmental, and operator-reliance risks by default.

The wizard also generates working-interest and net-revenue-interest tables, the standard AFE disclosures, and the operator-agreement references most upstream LPs ask about on first read.

Use it for a single-well or multi-well development partnership, a non-operated working-interest program, or a small-to-mid-size drilling fund. Also fits mineral-rights acquisition vehicles, though those often have enough real-estate shape that either framework can work.

If the offering is primarily a publicly-traded-equity vehicle, a Reg S offshore structure, or a non-Reg-D raise, the wizard is not the right fit — PPMWizard is tuned for Rule 506(b), 506(c), and related Reg D fund structures, not for registered offerings.

Most oil-and-gas raises we see run as Delaware or Texas LPs offering LP interests under Rule 506(c), with a promote to the GP after investors recover their capital and a preferred return. Raise sizes typically run $2M–$25M per partnership, with a second vehicle stood up when the first is fully deployed. The wizard supports sequential partnership structures and keeps the risk and operator-track-record disclosure consistent across them.