Institutional oversight for family-owned oil & gas assets.
When a family's oil & gas interests are spread across trusts, LLCs, and individuals, and a dozen operators, the quarterly picture gets rebuilt by hand every cycle. Strata Vantage turns it into one consolidated, audited record, with reporting every beneficiary and trustee can trust.
Fund Reporting
Fund Performance
Net revenue
$1.25M
Distributions
$743K
Capital vs AFE
98.4%
Wells
147
Net revenue vs distributions
Quarterly LP report
The problem
Complex assets, many stakeholders, manual roll-ups.
Oil & gas interests rarely sit in one place. They are scattered across entities and generations, reported by operators in incompatible formats, and consolidated (if at all) in a spreadsheet someone rebuilds each quarter. Strata Vantage replaces that with a record that stays current.
What you get
One record. Every entity. Every operator.
One consolidated view across every entity
Trusts, LLCs, partnerships, individual holdings: every entity and every operator in one portfolio record, instead of a quarterly roll-up rebuilt by hand from a dozen statement formats.
Beneficiary and stakeholder reporting
Clean, consistent reports for family members and trustees (what is held, what it earned, what it is worth) without exposing the underlying mess.
Operator statements, audited
Underpayments, wrong decimals, and unexplained deductions surfaced across the whole portfolio. The review a finance team would run, automatically.
Valuation across the portfolio
A forecast and value for every interest, rolled up, so hold, sell, and concentration decisions rest on what the assets will actually produce.
Tax-season reporting across many interests
Consolidated, CPA-ready summaries (income, deductions, and supporting documents) across every entity and interest the family holds.
How it works
From scattered holdings to a standing record.
01
Hand us the holdings
The entity list and whatever operator statements, division orders, and records exist across the family's interests.
02
We build the consolidated record
Every figure traced to its source document, isolated per entity, reconciled into one portfolio view.
03
You oversee and report
Asset and portfolio dashboards, beneficiary reports, and tax exports, drafted from the record, yours to review.
Trust and security
Built for fiduciary trust.
Beneficiaries and trustees rely on what they are shown. The platform is built so that trust is earned by the data itself, not taken on faith.
Independent by design
Strata Vantage does not buy interests, broker them, or raise capital. It is reporting infrastructure. No conflict between what the platform recommends and what it earns.
Isolated and permissioned
Every entity is isolated at the database layer. Access is permissioned per advisor and per beneficiary, so each stakeholder sees exactly what they should, and nothing else.
Every figure traces to a document
The audit trail is built into the data. Every number a beneficiary or trustee sees links back to the operator statement or filing behind it.
Questions
What family offices ask first.
See it with the family's holdings.
Tell us a little about the entities and interests involved, and we will set up a demo around them, and answer pricing once we have seen the shape of the holdings.
Managing oil & gas capital for outside investors?
If the family also runs a fund, Strata Vantage handles LP reporting and capital-call support too.