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Oil & Gas Financial Model
El precio original era: $249.00.$199.00El precio actual es: $199.00.
The Oil & Gas Financial Model helps E&P operators, energy investors, and finance teams build a bankable, investor-ready model for a multi-well drilling program without needing a reservoir engineering background. Reviewed by professionals from leading global energy investment banking and strategy consulting firms, it delivers well-by-well decline curve production, a reserve-based lending (RBL) debt schedule, and a two-tier equity waterfall with full IRR/NPV returns in under 4 hours.
Description
The Oil & Gas Financial Model is a complete Excel template that projects well-level production, sizes reserve-based lending debt, and calculates a two-tier equity waterfall for a multi-well drilling program in under 4 hours.
Oil and gas drilling programs live or die on three numbers: how fast a well declines, how much debt a bank will actually advance against that production, and how the resulting cash flow splits between the sponsor and its investors once a preferred return is layered in. An oil and gas financial model refers to a complete Excel template that projects production from a decline curve, sizes debt against that cash flow, and runs the equity waterfall that determines who gets paid what. This template handles all three: it forecasts well-by-well output, builds a borrowing base against two lending constraints, and distributes returns between two investors through an IRR-hurdle waterfall — all rolled into a full three-statement financial model.
Ready to move your drilling program or JV financing to the next stage? Purchase our Oil & Gas Financial Model Template today and start modeling with confidence.
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Key Features
- Well-by-Well Decline Curve Production Modeling: projects each well's oil output on a modified hyperbolic-to-terminal decline curve (initial production rate, initial decline, hyperbolic constant, terminal decline rate, and a minimum economic rate), then derives gas and NGL volumes from your gas-to-oil ratio and NGL yield — scaling automatically across up to 100 wells over a 50-year horizon
- Multi-Well Drilling Schedule & CAPEX Tracking: schedules how many wells get drilled each year against your total well inventory and drilling start date, and tracks CAPEX per well as each one comes online
- Working Interest / Net Revenue Interest Allocation: applies your WI and NRI to gross production so revenue, costs, and every return calculation downstream reflect your actual net position
- Full Three-Statement Financials: rolls production and pricing into a complete income statement, balance sheet, and cash flow statement, with depreciation, cumulative production tracking, and a built-in balance sheet check
- Reserve-Based Lending (RBL) Borrowing Base & Amortization: sizes your maximum loan two ways — an advance rate applied to the discounted present value of future net cash flow, and a Debt/EBITDA covenant limit — then builds the drawdown, interest, and principal schedule against your funding gap
- Two-Investor Equity Waterfall with IRR Hurdle: splits distributions between two investors through a Series A/B structure that pays a target IRR before releasing remaining cash flow, with exit modeled on a holding period and an EBITDA exit multiple
- Base / Low / High Price Scenario Toggle: switches the entire model between three oil, gas, and NGL price cases from a single selector cell
- Built-In IRR & NPV Sensitivity Tables: six pre-built two-way data tables show how IRR and NPV move with initial oil production rate and exit multiple / required return — separately for the project, Investor 1, and Investor 2
Benefits
- Speed to a Bankable Model: build a complete decline curve, debt, and equity returns model in under 4 hours instead of building the decline curve, RBL sizing, and waterfall logic from scratch
- Cost Savings: get RBL- and waterfall-ready economics for a fraction of what a bespoke energy project-finance model typically costs from a boutique advisory firm
- Financing Success: show the dual-constraint borrowing base and covenant tracking a reserve-based lender expects to see, and the IRR waterfall your equity investors need to underwrite the deal
- Professional Credibility: use the same modified hyperbolic decline curve and two-tier IRR waterfall structure used in real E&P drilling partnerships
- Risk Management: stress-test production and exit assumptions with the built-in IRR/NPV sensitivity tables before you commit capital
Who is this template for?
- Independent E&P Operators / Sponsors: GPs raising debt and equity to fund a multi-well drilling program who need a bankable decline curve and returns model
- Energy-Focused PE Investors and Family Offices (LPs): investors evaluating a drilling JV who need to see the IRR waterfall and their own projected return before committing capital
- Junior Energy Company CFOs: finance teams sizing a reserve-based lending facility who need a defensible, dual-constraint borrowing base and amortization schedule
- Energy Consultants and Advisors: professionals structuring drilling partnerships or JV financings for clients who need a fast, credible base model to customize
Frequently Asked Questions
What does this oil and gas financial model template include? This template builds a well-by-well decline curve production forecast, a multi-well drilling and CAPEX schedule, and a full three-statement financial model (income statement, balance sheet, cash flow) for up to 100 wells over a 50-year horizon. It sizes a reserve-based lending borrowing base against two constraints — discounted future cash flow and a Debt/EBITDA covenant — and runs a two-investor equity waterfall with an IRR hurdle and an EBITDA-multiple exit. Six built-in sensitivity tables show how IRR and NPV respond to production and exit assumptions, and you can toggle between base, low, and high price scenarios from one cell.
Do I need reservoir engineering or petroleum finance experience to use this model? No — the decline curve mechanics are pre-built. You input a well's initial production rate, initial annual decline, hyperbolic constant, terminal decline rate, minimum economic rate, gas-to-oil ratio, and NGL yield, and the model calculates every well's production automatically. The same applies to the financing side: enter your advance rate, discount rate, and Debt/EBITDA covenant, and the model sizes the loan and builds the amortization schedule for you. The model has been reviewed by professionals from leading global energy investment banking and strategy consulting firms to confirm the mechanics follow standard industry conventions.
Exactly what financial projections and analyses are included in this template? You get a 50-year, well-by-well production forecast for oil, gas, and NGLs; a full income statement, balance sheet, and cash flow statement; and a reserve-based lending schedule that draws debt and equity against a funding gap and amortizes the loan with interest and principal. On the equity side, you get a Series A/B waterfall with a target IRR hurdle, an EBITDA-multiple exit after your chosen holding period, and IRR/NPV results for the project and for each of the two investors, plus six two-way sensitivity tables.
Will this model work for a reserve-based lending (RBL) application? It's built around the same dual-constraint logic RBL lenders use to size a borrowing base: an advance rate against the discounted present value of future net cash flow, and a Debt/EBITDA leverage covenant. That gives you a structured starting point for the sizing and covenant conversation with a lender. It is not a substitute for a certified third-party reserve report, which most banks require as part of an actual RBL facility — use this model to prepare your own numbers and test scenarios before that process.
How long does it take to set up this oil and gas model? Most users complete their inputs — well count, decline curve assumptions, price scenario, financing terms, and investor split — in under 4 hours. The production, financial statement, debt, and waterfall logic is pre-built, so you're entering assumptions rather than building formulas. Once your inputs are in, the model generates the full 50-year forecast, the RBL schedule, and the investor returns automatically.
How does this compare to building this from scratch or hiring a consultant? Building a linked decline curve, RBL sizing schedule, and IRR waterfall from scratch takes an experienced analyst 1-2 weeks and requires both E&P and project-finance modeling knowledge. A bespoke model of comparable scope from an energy-focused financial modeling boutique commonly runs $10,000-$20,000. This template delivers the same structure in under 4 hours at a fraction of that cost, and you own an editable file rather than a static deliverable.
Has this oil and gas financial model been professionally reviewed? Yes — this template has been reviewed by finance professionals from top-tier energy investment banks and strategy consulting firms who work on upstream financing and drilling partnership structures. The decline curve conventions, RBL borrowing-base logic, and IRR waterfall mechanics follow standard approaches used in institutional drilling program financings.
How does this compare?
So much More
What’s Included?
Pro-forma Financial Statements
Free email-support
Charts and dashboards
Watch the Tutorial
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