$50MM+

capital deployed across programs

2

programs per year
(fixed closing dates)

80% to 95%

year-one deduction against ordinary income as a percentage of investment

1.75× to 2.0×

target total cash-on-cash return, net of fees

Video Series

Start here
01
Key oil and gas concepts you should understand before starting

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Custom Integrations.

Pixel-Perfect Development.

Responsive Design.

Scalable CMS & Components System.

Tax mechanics
IDC deduction
% depletion
02
How oil and gas tax deductions work — and the other tax elements investors need to know

Lightning-fast load times.

Custom Integrations.

Pixel-Perfect Development.

Responsive Design.

Scalable CMS & Components System.

Tax mechanics
IDC deduction
% depletion
03
What makes an oil and gas program economically durable — and how to evaluate it

Lightning-fast load times.

Custom Integrations.

Pixel-Perfect Development.

Responsive Design.

Scalable CMS & Components System.

Tax mechanics
IDC deduction
% depletion

Who You're Talking To

Darren Whissen
Managing Director, Investor Relations

Darren spent more than 20 years advising high-income clients as a fee-only wealth advisor — including building and selling his own RIA. He knows how rarely these programs get in front of the right investors, and he joined Invito specifically to change that. His goal is to put that experience to work helping investors who are positioned to benefit actually understand and access this structure.

If you schedule a call, you're talking to Darren.

Frequently Asked Questions

Can I include my CPA or financial advisor in the process?

Yes. We're here to support both you and your professional advisors throughout the process. I'm available to join a call with any of you to walk through the tax mechanics, our program structure, and answer questions directly.

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What does the investment process look like?

It starts with a brief call to determine whether this is a fit for your situation. If it is, you'll receive access to our data room, which includes the current program materials and historical fund statements. From there, you involve your CPA or financial advisor as needed and make a decision. Keep in mind that each program has a hard close date — if you're interested, it's worth starting the conversation early.

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What's the minimum investment?

Our investment minimum is $50,000.

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How does Invito Energy Partners structure its programs?

Invito operates as a non-operator, meaning we invest alongside experienced drilling companies. Each program is diversified across multiple Tier 1 developmental wells. We charge no markups on acreage or AFEs, and our fee structure is straightforward. Every well is underwritten to our return targets on its own. We believe the tax benefit should improve the outcome, not carry it.

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What's the minimum investment?

Our investment minimum is $50,000.

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What tax codes are relevant to oil and gas investing?

Several provisions in the U.S. tax code apply specifically to oil and gas investing. The most relevant:

Tax Provision

Investor Benefit

IRC §263(c)

Immediate deduction of intangible drilling costs (IDCs)

IRC §469(c)(3)

IDC losses can offset active income

IRC §167 / §168

Depreciation of tangible equipment

IRC §613

15% depletion deduction on production income

IRC §613A

Defines depletion eligibility

IRC §465

Losses limited to at-risk capital

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What are the tax implications when distributions start?

Once wells are producing, a portion of your distributions is sheltered by the depletion allowance and is not subject to federal income tax. The exact percentage varies based on your cost basis and income, but it is meaningful. The remaining portion is treated as ordinary income. Your CPA will account for this on your annual K-1.

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When will I receive my K-1?

K-1s are typically issued by March 31st

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How are distributions paid, and how often?

Distributions are paid quarterly. They typically begin in the third quarter following the program's drilling year, as wells come online and begin producing. Distribution amounts are modest in the first year and generally grow through years two and three as more wells reach peak production.

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How long is my money tied up?

While there is no performance guarantee, we generally target return of your full initial capital in approximately four years through distributions. That's cash-on-cash — no tax benefit included. Beyond that, we typically look to exit the wells in years five through ten, which is where the remaining upside is captured. This is not a liquid investment, and you should plan accordingly.

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What happens if oil prices drop?

We underwrite every well at approximately $65 per barrel, below the 20-year average of $72. Sustained prices below that threshold reduce returns, but because there's no debt in the structure, the wells can temporarily reduce production and wait for prices to recover.

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Ready to see if this belongs in your tax plan for this year?

Schedule a 45-minute call with Darren. No pressure, just a clear conversation about whether this is a fit for your situation.

Schedule a Call