Strata Vantage
Finance & investor reporting, automated

Oil & gas finance and investor reporting, automated from operator paperwork.

Strata Vantage turns the JIBs, check stubs, AFEs, production data, and operator statements you already receive into clear dashboards, investor-ready reports, and portfolio intelligence.

Upload a check stub, JIB, or AFE and see it read back in plain English. No account needed. For owners, family offices, and the funds that manage non-op capital.

Owner File

Owner Dashboard

YTD 2024

Net revenue

$126,480

Deductions

$24,250

Net position

$102,230

Open issues

2

Net revenue over time

Top wells by net

WellOperatorNet YTD
VDF-W4Demo Operating$38,140
VDF-W1Demo Operating$29,880
VDF-W7Demo Operating$21,460
VDF-W2Demo Operating$12,750

The problem

Oil & gas data is trapped in a maze of disconnected, unstructured sources.

Operator PDFs, EnergyLink downloads, JIBs, AFEs, spreadsheets, emails, accounting files, tax records. An owner receives the documents but not what they mean; a manager has to turn the same raw paper into investor reporting by hand. Strata Vantage closes that gap.

Operator PDFsEnergyLinkJIBsAFEsSpreadsheetsOperator lettersTax recordsDivision orders
Strata Vantage
Clean, normalized dataReconciled and explainedInvestor-ready outputsPortfolio intelligence

Two use cases, one platform

Built for owners. Built for managers.

Different needs, one intelligence layer. Whether you own oil & gas interests or manage the capital behind them, Strata Vantage gives you clarity, speed, and confidence.

For owners

See the full picture. Understand every dollar.

  • Decode JIBs and check stubs in plain English
  • Track revenue, expenses, and distributions
  • Monitor production and what each interest is worth
  • Organize documents and ownership records
  • Tax-ready summaries for your CPA

For managers

Deliver transparency. Build investor trust.

  • Automate quarterly LP reports and dashboards
  • Consolidate funds, entities, and assets
  • Capital-call support and distribution tracking
  • Track performance, cash flow, and KPIs
  • Reduce manual work and reporting risk

Sample outputs

From messy documents to clear, actionable outputs.

All examples

Owner output

Check-stub explainer

A revenue check stub, read line by line into plain English: what you were paid, what was deducted, and whether anything looks off.

  • Gross revenue, taxes, and each deduction itemized
  • Net payment reconciled to your decimal interest
  • Unusual or unexplained line items flagged

Owner output

Working-interest dashboard

The working-interest owner's view: revenue and expense together, with capital exposure and per-well economics.

  • Revenue netted against JIB cost, per well
  • LOE trend and uneconomic-well alerts
  • Decline forecast with EUR and NPV at several rates

Fund output

Quarterly LP report

The investor report, drafted from fund data: performance, a variance bridge, and narrative an LP can follow.

  • Portfolio performance and per-well production
  • Price, volume, and expense variance bridge
  • Distributions, capital activity, and outlook

Fund output

Capital-call memo

An operator's AFE turned into an LP-ready capital call: the request, the analysis, and the funding instructions.

  • Capital amount, affected assets, and GP analysis
  • Expected impact and timing
  • LP funding instructions and supporting documents

How it works

Documents in. Finance-ready reporting out.

The platform does what an experienced oil & gas finance and investor-relations team does, automatically, from the paperwork.

01

Upload or connect documents

Send the JIBs, check stubs, AFEs, and operator statements you already receive.

02

We extract and normalize

Every document is read, classified, and mapped to the right well, operator, and owner.

03

We reconcile and audit

Revenue, expense, and ownership are reconciled. Every figure traces to its source.

04

We explain what changed

What moved, how much it matters, and what needs attention. Read like a finance team.

05

You get finished outputs

Owner dashboards, LP reports, capital-call memos, and tax-ready exports.

Trust and security

Privacy-first by design.

You are uploading sensitive financial and ownership documents. The platform is built so trust is not something you take on faith.

Bank-level encryption

Documents are encrypted in transit and at rest.

Private by default

Your records are never sold and never shared.

Role-based access

Permission an advisor, CPA, or beneficiary to exactly what they should see.

Tenant isolation

Every owner and fund is isolated at the database layer.

Full audit trail

Every figure links back to the document it came from.

You own your data

Export everything, anytime. Aggregated intelligence is anonymized.

Two front doors, one intelligence layer

Two front doors. One intelligence layer.

Owners and fund managers have different needs. The same underlying intelligence powers every output.

Owner data

  • Check stubs & division orders
  • Production & revenue
  • JIBs, AFEs & ownership records
Strata Vantage intelligence layer
01Extract & normalize02Reconcile & validate03Forecast & explain

Fund-manager data

  • Fund & entity data
  • Capital calls & funding
  • Investments & cash flows

Ready to turn your paperwork into clarity?

Check a document now and see what Strata Vantage produces, or pick the door that fits.