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invito energy partners

Invito Energy Partners is a Dallas,Texas-based sponsor of institutional-qualitydirect energy investments built for accredited investors, Registered Investment Advisors, and taxprofessionals.We structure and manage diversified portfolios of non-operated working interests in tier 1 U.S. basins, partnered with leading operators, to deliver meaningful tax benefits alongside durable production cash flow. We have deployed over $50 million across seven active funds, with our inaugural non-operated fund returning more than 38% to investors since 2023.

Sponsor Details - Tax Goddess
Investment Sponsor

Contact & Sponsor Details

Get in touch with our capital markets team for offering materials and private placement details.

Field Detail
Primary contact Darren Whissen
Title Managing Director, Capital Markets
Email dwhissen@invitoep.com
Phone (972) 737-7121
Company Invito Energy Partners
Address 7300 State Highway 121, Suite 300B, McKinney, TX 75070
Website www.invitoep.com
69a09af389159a5881a710f9 ChatGPT Image Feb 26, 2026, 12 11 26 PM
Tax Goddess - Offerings Overview & Interactive Tax Shield
Investment Structure

Offerings & Key Terms

Two 2026 funds sharing one strategy, offered via private placement to accredited investors.

Attribute
Opportunity Fund 2026
DrillCo Fund 2026
Tax Benefit 95% current-year deduction; 15% income tax-free 80% current-year (+15% next year); 15% income tax-free
Opens / Closes May 1 / July 30, 2026 — / December 31, 2026
Maximum Raise $10,000,000 $40,000,000
Target Wells 8–10 15–20

Shared Terms (Both Funds)

  • Minimum Investment: $50,000
  • Target Returns (hypothetical): 30% IRR, 15–20% annualized, 1.75–2.0x total return over fund life, underwritten at $65/bbl, exclusive of tax benefits
  • Fees: One-time 10% management fee; no commissions, acreage/AFE markups, or annual management fees
  • Revenue Share: 96% to unit holders until return of capital, then 75%
  • Distributions: Quarterly, targeted to begin ~9 months after close
  • Hold: 5–10 years; anticipated exit in year 6–8
  • Reporting: K-1 tax reporting; quarterly performance reporting
ILLUSTRATIVE TAX EXAMPLE

$100K invested against $500K taxable income $95K deduction (95%) ~$31,065 federal tax savings (MFJ, 32% bracket)

Illustrative only

Dynamic Projections

Estimate Your 2026 Tax Protection

Select a filing scenario, slide your investment values, or use the quick presets below to calculate direct ordinary income deductions and overall cash returns in real-time.

Quick Presets:

Modeling Parameters

Opportunity Fund 95% Write-off

Closes July 30, 2026. Optimized for immediate ordinary income offset.

DrillCo Fund 80% Write-off

Closes Dec 31, 2026. Structured with multi-year rollover options.

$500,000
$100K $500K $1.0M $1.5M+
$100,000
$50K (Min) $150K $300K $500K+
TAX SHIELD STATEMENT

PROPOSED SCENARIO OUTCOME

Invest $100K.
Reduce taxes by $31K+.

Taxable Income: $500,000
Energy Investment: $100,000
Deduction Rate (95%): -$95,000
Reduced AGI: $405,000
Est. Marginal Rate: 32%

EST. FEDERAL TAX SAVINGS

$30,400

INITIAL TAX SAVINGS ROI

30.4%

*Equivalent to starting with an immediate 30.4% return on your capital, shielded from federal liabilities.

*Projections based on 2026 federal marginal tax brackets. Contact sponsor for detailed PPM.

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