Phoenix Capital Group Holdings, LLC Investor Portal

Phoenix Capital Group Holdings, LLC

Investing in the Williston, Permian and other United States Shale Basins

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Phoenix Capital Group Holdings, LLC
506(c) Offering Platform

INTRODUCTION TO OUR COMPANY

Phoenix Capital Group Holdings, LLC. (“Phoenix”, or the “Company”) began operations in April 2019 with the purpose of purchasing mineral rights and non-operated working interests in the United States. Phoenix primarily purchases interests in the Williston Basin, Permian Basin and Denver Julesburg (“DJ”) Basin using the Company’s proprietary software system to identify unique opportunities. The Company’s legal structure was formed as a limited liability company (LLC) under the laws of the State of Delaware on April 16, 2019. The management team consists of Lindsey Wilson, Curtis Allen and Kristopher Woods.

The Company has identified multiple opportunities in the Williston, Permian and DJ Basins situated in North Dakota, Montana, Texas and Colorado. Through one of the worst energy crashes the United States has ever seen, Phoenix Capital Group Holdings, LLC has been, in the opinion of management, incredibly successful. Phoenix will finish 2020 with positive cash flow while continually building out the Company’s prospect evaluation software system to create the potential for future efficiencies and gains in operations.

Phoenix is continually in a position where it has more potential investment opportunities than capital, and the Company is seeking to raise funding for participation in these opportunities through a debt offering of Notes. More specific details surrounding the financials of Phoenix can be obtained through the full Private Placement Memorandum (“PPM”).

Phoenix Capital Group maintains assets in the Williston, DJ, and Permian Basins. Having a large geographic reach (North Dakota, Colorado and Texas) enables Phoenix to capitalize on the best opportunities.

Phoenix Capital Group Holdings, LLC
506(c) Offering Platform

summary of operations

Phoenix started as a three-person team in 2019, just Lindsey Wilson (manager), Chris Masone (acquisitions) and Adam Josephson (land). Since then, the team has grown to over 20 full-time partners, employees and contractors. Phoenix has spent nearly a million dollars to date building out its proprietary software for evaluation of prospects. The Company is continuing to enhance that system and is aggressively expanding into asset purchases in Texas. Phoenix remains steadfast in its enhancements of the Company’s software systems to maximize future efficiencies and potential investment returns. Phoenix’s mineral balance sheet has continually grown quarter over quarter throughout 2020.

The Company has identified multiple opportunities in the Williston, Permian and Denver Julesburg Basins situated in North Dakota, Montana, Texas and Colorado.

Great Western Oil and Gas Non-Operated Working Interest

In March 2020, Phoenix acquired a large non-operated working interest (WI) in the DJ Basin under Great Western Oil and Gas. The pad is spaced for 24 total wells. 22 wells are complete/producing as of August of 2020, eight of which have been producing since late 2019. Additionally, there are 2 active DUCs/permits on the pad.

  • Phoenix Acres in the unit: 100
  • Royalty Acre Equivalent: 643.9
  • Phoenix NRI: 0.0838
  • Cumulative BOE Produced to Date: 716,048*
  • Estimated Monthly Revenue: $461,400**

*Cumulative Barrel of Oil Equivalent (BOE) of the 8 producing wells from September 2019 through April 2020.
**Using oil strip prices as of 6/30/20 and estimated oil production based on the 8 producing wells on the pad.

Kraken Operating, LLC. Non-Operated Working Interest

Phoenix focuses on operators with a proven history of pushing the envelope. Phoenix obtained a non-operated working interest in Red 22-15 operated by Kraken in late 2019. The well came online in October of 2019 and through March 2020, has already produced over 100,000 barrels of oil. This is a marked improvement over wells from just five years ago where it was not uncommon to take over a year to reach 100,000 barrels. There is currently one well on the property, Phoenix will share proportionally in any future wells in the unit.

  • Phoenix Acres in the unit: 41.67
  • Royalty Acre Equivalent: 263.34
  • Phoenix NRI: .0257
  • Oil Production
    • October 2019: 3,895*
    • November 2019: 22,301
    • December 2019: 36,073
    • January 2020: 24,352
    • February 2020: 13,600
    • March 2020: 9,684

*October 2019 was an 11-day month

Targeted Consistent Income

Phoenix Capital Group Holdings, LLC leverages its proprietary internally developed software to identify opportunities with high current yield and long-term potential. Coupled with a highly motivated and experienced team, Phoenix is uncovering exciting opportunities in this unique oil market.

  • Phoenix pursues opportunities across several geographic locations. Phoenix Capital Group Holdings, LLC maintains assets in the Williston, DJ, and Permian Basins. Having a large geographic reach (North Dakota, Colorado and Texas) enables Phoenix to capitalize on the best opportunities.
  • Phoenix Capital Group Holdings, LLC focuses on a total return approach to maximize income through royalty and non-operated working interests in the most highly productive formations under operators with the most cutting-edge drilling technologies.

"With oil demand still slowly grinding higher, and oil supply in check due to the OPEC+ production cut deal and prices too low to give incentive to strong production growth in the United States, the oil market remains under-supplied."

Giovanni Staunovo, UBS Analyst

Phoenix Capital Group Holdings, LLC
506(c) Offering Platform

Company Management Team

The Company is currently managed by seasoned business and sector professionals dedicated to the success of the Company and efficient execution of its planned operations.

Lindsey Wilson

Lindsey Wilson

COO and Manager

Lindsey brings extensive practical experience leading diverse, multidisciplinary teams in the energy sector. She takes great pride in setting and achieving aggressive business goals while ensuring the needs of her employees are sufficiently met. As the founding member of Phoenix Capital Group, she establishes the objectives of the business and leads all operational functions within the company.

Lindsey entered the oil and gas industry in 2011 as a Leasing Agent in Fort Worth, Texas. This foundational experience was the springboard that ultimately allowed her to transition into more advanced roles within the mineral and leasehold acquisition space. Combining her practical oil and gas experience with her marketing, underwriting, and sales knowledge obtained in the banking and hospitality sectors has enabled Lindsey to lead a multi-functional organization like Phoenix Capital Group.

Lindsey holds a BBA in Marketing from the University of Texas Arlington. She is married and has a beautiful 3-year old daughter. She spends her free time with family, training for marathons and creating art.

Curtis Allen

Curtis Allen

CFO

Curtis has over 10 years’ experience in financial services with an emphasis on investment analysis. As a CPA, Curtis has a range of experiences from his private tax-practice to auditing billion-dollar defense contractors. He has also spent over 7 years managing investments for personal and corporate clients. He holds a series 7 and 66 license and has passed the CFA level I.

At Phoenix, Curtis is responsible for all accounting and finance functions, along with a multitude of day to day operational tasks. Along with Lindsey and Kris, Curtis serves in a critical leadership role within the business and is always leading by example.

Curtis is married with 2 beautiful children and in his free time he enjoys the outdoors. When he is not playing beach volleyball with his wife, he enjoys riding bikes and being outdoors with the entire family. More recently, much of the Allen’s free time is spent with their one-year old daughter, who in January 2020 was diagnosed with high-risk Neuroblastoma. His Phoenix family has been incredibly accommodating to this unpredictable and unknown world, and has even donated money to help fight childhood cancers.

Kristopher Woods

Kristopher Woods

CTO

Kris has over 10 years’ experience as a consultant and software engineer working across a number of industries including energy, health & fitness and consumer goods. At Phoenix his responsibilities include identifying & validating technological needs, as well as overseeing the implementation and management of all software solutions. He has developed extensive insights into custom software and technology solutions over the course of his career and brings that knowledge and ability to lead diverse teams to his role at Phoenix. Kris is always committed to helping his teams achieve success by leveraging the right technologies to solve complex business problems.

Kris holds a B.A. in Computer Science from Lewis & Clark College and dual Masters degrees from Loyola Marymount in Business Administration and Systems Engineering. In his free time he enjoys watching sports with friends, reading, exercising and keep up on the latest trends in tech.

The shale revolution that made the U.S. the world’s No. 1 producer of oil and gas still retains its disruptive potential. Forecasters say there’s a high chance that shale could rebound quicker than expected if futures continue climbing and settle in the $55 to $65 a barrel range for an extended period of time.

- www.worldoil.com

Phoenix Capital Group Holdings, LLC
506(c) Offering Platform

terms of the offering

$6,000,000

Minimum Investment: $50,000 (50 Notes)

The Company is offering a maximum of 6,000 Class A-P Promissory Notes at a price of $1,000 per Note. Upon completion of the Offering between 0 and 6,000 Promissory Notes will be issued. The yields being offered range from 6.50% to 12.50% depending on the term and the amount of the investment. Please see the PPM for more specific details on the various notes.

Security: The Notes will be unsecured obligations of the Company.

CONTACT US

Please complete the contact form and we will get back to you about any questions you have about our offering.

Phoenix Capital Group Holdings, LLC - 2601 Pacific Coast Highway, Floor 2 - Hermosa Beach, CA 90254 — manager@phxcapitalgroup.com — (213) 316-8720

Phoenix Capital Group Holdings, LLC
506(c) Offering Platform

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