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WELLHEADBeta

Deal Coordinator

AI deal-team member for energy IB, PE, and corp dev — orchestrates NAV, comps, pitch books, and MD-reviewed diligence across upstream, midstream, and OFS.

Who it's forEnergy Bankers · PE · Corporate Development

Launch ProductSee How It Works
Three people at a table under a tree, reviewing a markets whiteboard and stock charts

What it does

  1. NAV & reserve analysis
  2. Trading comps & precedents
  3. Pitch books & one-pagers
  4. MD review loop

Built for

  1. Upstream E&P
  2. Midstream
  3. Oilfield services
  4. Energy PE

Value

  1. Source tie-out
  2. $50/$70/$90 scenarios
  3. Confidentiality walls
  4. DRAFT-only outputs

How work changes

Same desk. Different first pass.

Traditional

Every page, every identifier, by hand.

  1. Out

    Analyst builds model solo

  2. Out

    Manual comp gathering

  3. Out

    Associate deck overnight

  4. Out

    MD finds errors late

  5. Out

    Version chaos

  6. Out

    Repeat

WELLHEAD

The model takes the first pass. People take the exceptions.

  1. Out

    PLAN: objective + sub-agents

  2. Out

    EXECUTE: model, reserves, comps

  3. Out

    MD REVIEW: foot, source, energy checks

  4. Out

    Fix issues + re-review

  5. Out

    DELIVER with review log

  6. Out

    Deal room updated

Fragmented analyst work without skeptical reviewOrchestrated deliverables with MD-grade quality gates

Used for

Quick valuations

NAV at $50/$70/$90 WTI plus strip, with PUD, hedge, and ARO flags sourced to filings.

Pitch materials

Football field, comps, precedents, and one-pagers in house format — always marked DRAFT.

Buy-side diligence

IC memo drafts, energy-specific checks, and open-item logs across multi-session deal rooms.

Launch WELLHEAD