For accredited investors only · Confidential
matt.hoffman@alphascendcapital.comThis material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. For accredited investors only as defined under SEC Rule 501.
How much are you paying the IRS
that you don’t have to?
Run your own numbers. See exactly what a qualifying oil & gas investment could save you in Year 1 — and what it could return over the life of the fund.
% of your investment 85%
deployed
Year 1
(estimated)
outcome
| Year | Tax benefit | Est. distribution | Cumulative benefit |
|---|---|---|---|
| Year 1 write-off year | $7,862,500 | — | $7.86M |
| Year 2 | $1,387,500 | $1,500,000 | $10.75M |
| Year 3 | $1,387,500 | $2,500,000 | $14.64M |
| Year 4 | $1,387,500 | $3,000,000 | $19.02M |
| Year 5 | $1,387,500 | $3,500,000 | $23.91M |
| 5-year total | $13.41M | $10.5M | $23.91M |
Illustrative only — based on selected scenario and base case production assumptions. Targeted returns are estimates and are not guaranteed. Distributions begin once wells produce (typically months 6–12). Actual results will vary based on commodity pricing, well performance, and other factors.
Ready to see if this is right for you?
Alphascend Energy Fund LLC is open to accredited investors.
Minimum investment $250,000 · Reg D 506(c)
This material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Interests in Alphascend Energy Fund LLC are offered solely to accredited investors pursuant to Rule 506(c) of Regulation D and only by means of the Fund’s Private Placement Memorandum (PPM) and governing documents, which describe significant risks and should be read in their entirety before making any investment decision.
Target returns, IRR projections, MOIC figures, and tax benefit estimates presented in this calculator are estimates only, are not guaranteed, and are based on assumptions that may not materialize. Past performance of any investment, operator, or market does not guarantee future results. Oil and gas investments involve significant risks, including but not limited to commodity price volatility, operational risks, regulatory changes, and the possible loss of the entire principal amount invested.
Tax information presented is for general illustrative purposes only and does not constitute tax advice. The tax benefits described — including intangible drilling cost (IDC) deductions, tangible drilling cost (TDC) deductions, depletion allowances, and passive activity loss treatment — are subject to individual circumstances, IRS rules, and applicable law, which may change. Prospective investors should consult their own independent tax advisors regarding the tax implications of any investment.
All figures shown are pre-fee estimates unless otherwise stated. Management fees of 4% Year 1 and 2% thereafter apply. Waterfall: 100% return of capital → 5% preferred return → 80/20 profit split. See the PPM for full fee disclosure.
ALPHASCEND CAPITAL MANAGEMENT CORP.
4870 Sadler Rd Suite 300 · Richmond, VA 23060
(804) 215-6072 · matt.hoffman@alphascendcapital.com · alphascendcapital.com
© 2025 Alphascend Capital LLC. All Rights Reserved. · Custody: Pershing LLC / BNY Mellon · FINRA · Audit: PCAOB (Hogan Taylor) · Reg D 506(c) · Section 3(c)(1) Exemption