EnergyFunders: Platform Profile

Overview

EnergyFunders is an accredited-investor platform for private energy investments.

Current platform materials emphasize:

• oil and gas wells;
• producing assets;
• drilling programs;
• diversified energy funds;
• bitcoin-mining infrastructure;
• tax-focused partnership structures;
• self-directed retirement-account access through outside custodians.

The platform is not a registered broker-dealer.

Current securities are offered through unaffiliated broker-dealer Finalis Securities LLC.

May fit better for

• accredited investors;
• investors seeking direct oil-and-gas private-market exposure;
• investors seeking potential drilling-related tax deductions;
• investors comfortable with K-1s;
• investors seeking bitcoin-mining infrastructure exposure rather than buying bitcoin directly;
• investors able to hold private funds for several years.

May fit less well for

• non-accredited investors;
• investors requiring daily liquidity;
• users who want publicly traded energy stocks or ETFs;
• investors who want direct spot-bitcoin custody;
• investors uncomfortable with commodity-price volatility;
• investors who cannot tolerate drilling, operational, or project risk.

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Platform vs broker

Current EnergyFunders disclosure:

• Platform operator: EnergyFunders
• Registered broker dealer: No
• Broker of record: Finalis Securities LLC
• Broker CRD: 305908
• FINRA member: Yes
• SIPC member: Yes

EnergyFunders and Finalis are separate, unaffiliated entities.

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Accreditation

Current EnergyFunders FAQ and disclosure:

• Accredited investor required: Yes
• Accreditation verification: Yes
• Verification provider: Parallel Markets

Ordinary current EnergyFunders opportunities are Regulation D private offerings.

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Current fund menu

Current site highlights:

• America First Energy Fund i: Yes
• Bitcoin Discovery Fund i: Yes

The platform can also reference drilling funds and other energy opportunities.

Availability changes.

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America First Energy Fund I minimum

Current fund page:

• America First Energy Fund i:
• Minimum: $50,000
• Target fund life: 3–5 years
• Periodic distributions: Yes

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America First origination fee

Current FAQ:

• America First origination fee:
• Under 100000: 5.00%
• 100000 to 249999: 3.25%
• 250000 to 499999: 2.50%
• 500000 to 999999: 1.75%
• 1000000 plus: 1.00%
• America First annual management fee: 2% of AUM

The annual management fee is charged monthly under current FAQ language.

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$50,000 America First fee example

At the current $50,000 minimum:

Origination fee:

$50,000 × 5% = $2,500

Simple annual management-fee reference at constant $50,000 AUM:

$50,000 × 2% = $1,000

Actual AUM and fund expenses vary.

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Bitcoin Discovery Fund minimum

Current FAQ states:

• Bitcoin Discovery Fund:
• Minimum: $5,000 or equivalent in bitcoin or ethereum
• Target fund life: 3–5 years

This is a private mining-infrastructure fund.

It is not a spot-crypto exchange account.

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Bitcoin/Drilling origination fees

Current FAQ:

• Bitcoin and Drilling origination fee:
• Under 100000: 3.00%
• 100000 to 249999: 2.50%
• 250000 to 499999: 1.75%
• 500000 plus: 1.00%
• Annual management fee: 2% of AUM

Current profit waterfall:

• Profit waterfall:
• First: investors until 15% IRR threshold under fund terms
• Thereafter: 80% investors / 20% manager

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Bitcoin fund is not direct crypto

An investor owns a private fund interest.

The investor does not automatically receive freely withdrawable bitcoin.

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Oil and gas ownership structure

Current FAQ:

• Investor owns fund or partnership interest: Yes
• Direct title to well: No

The fund invests in working interests and related oil-and-gas assets.

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Tax benefits are conditional

EnergyFunders markets potential deductions related to oil-and-gas investing.

Tax treatment can differ based on:

• entity;
• liability structure;
• active/passive classification;
• investor circumstances;
• current tax law.

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K-1 reporting

Current FAQ:

• Tax form: Schedule K-1
• Target k1 timing: around March 31 following taxable year

Actual delivery timing can vary.

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IRA access

Current platform states:

• IRA and 401K access possible: Yes
• Outside SDIRA custodian possible: Yes

EnergyFunders is the investment platform, not the custodian.

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Liquidity

Current disclosures state private offerings are not publicly traded.

Target fund life is not a guaranteed exit date.

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Protection

Finalis membership does not guarantee fund performance.

Assessment

EnergyFunders sits at the high-risk, tax-sensitive end of private alternatives.

The current platform mixes two very different exposures:

• oil and gas projects;
• bitcoin-mining infrastructure.

Both are private funds.

Neither should be compared with a brokerage crypto account or public energy ETF based only on return targets.

The current broker distinction is also explicit:

EnergyFunders operates the platform; Finalis Securities LLC, CRD 305908, provides the regulated broker-dealer relationship.