Business

Sakal Ventures by Kris Bort Has Become the Gold Standard For Late Stage Pre-IPO Investment

Published

5 years ago

October 10, 2020

Finding the correct wealth managers is often very difficult, as most charge exorbitant fees and show little return. With Covid-19 reshaping the current financial landscape, it has been very difficult for people to correctly predict where the market will go, and what sectors to invest in. If you are looking to put your mind at ease, and sleep at night knowing your financial future is secure, Sakal Ventures is the fund for you. Kris Bortnovksy, or Kris Bort, as he is known in the financial world, is the founder of Sakal and has been in finance all his life. He earned his Broker license at a young age and was the top producer at the wealth management firm he worked for, producing over 7 figures for the company, very early in his career. He has taken his financial success to the next level as a founding partner for Sakal Ventures, and he has a team in place that every other wealth management firm can only dream of. From AJ Arora, the technology sector growth wizard, to Anthony DeBenedictis, who is a Wall Street veteran and titan of capital management, and master of analytics and MIT graduate, George Ebner, Bort has assembled a dream team at Sakal.

Although the fund has a broad and flexible investment authority and invests globally across the spectrum, and is sector agnostic, a majority of the capital is deployed into sectors like technology, cybersecurity, plant based foods, and artificial intelligence. Bort identifies these as the best sectors as they have the best multiples, and he has made his clients millions in these specific sectors. The winning strategy used by Sakal is to identify and invest in significantly misplaced securities due to a transitional phase, a secular shift in consumer behavior, cyclical tailwinds, or revolutionary technologies. An example of this can be seen in a company called “Unity” from the gaming sector, where Sakal identifies the benefits from the secular shift and trend of the gaming ecosystem.

The barrier to entry is six figures for Sakal, but it has proven to be well worth it for many of Bort’s clients, as this investment has changed their lives. Bort conducts rigorous market analysis and makes investments only where there is a significant risk/reward. Sakal continues to flourish because of their precise ability to spot modern trends in the market. The ability to spot market trends and shifts in consumer demand is a major reason for Sakal’s sustained prosperity.

The secret sauce may sound easy on paper, but in practice, it is a different ballgame. This is why Sakal has achieved continuous financial success, as they seek to capitalize on the dislocation between current market price and intrinsic value of a security, with a valuation focus on the revenue growth and long-term earnings power of a company. Many individuals have achieved success in their respective field, but you can only work for so long, so why not have your money work for you? With Sakal, this is precisely what they do, and Bort’s dream team has changed the lives of many, by exponentially growing returns and helping investors attain financial prosperity. Sakal does this by focusing on companies that possess a wide economic moat, strong cash flow generation, as well as visionary thinking. Sakal has a proven track record, and with Bort steering the ship, this has been the fund of choice for many investors over the years.y

Business

13 Reasons Investors Are Watching Phoenix Energy’s Expansion in the Williston Basin

Published

5 hours ago

April 23, 2025

Matthew Wiles

As energy security becomes a growing priority in the United States, companies focused on domestic oil production are gaining attention from investors. One such company is Phoenix Energy, an independent oil and gas company operating in the Williston Basin, a prolific oil-producing region spanning North Dakota and Montana.

Phoenix Energy has established itself as a key player in this sector, expanding its footprint while offering structured investment opportunities to accredited investors. Through Regulation D 506(c) corporate bonds, the company provides investment options with annual interest rates ranging from 9% to 13%.

Here are 13 reasons why Phoenix Energy is attracting investor interest in 2025:

1. U.S. energy production remains a strategic priority

The global energy landscape is evolving, with a renewed focus on domestic oil and gas production to enhance economic stability and reduce reliance on foreign energy sources. The Williston Basin, home to the Bakken and Three Forks formations, continues to play a critical role in meeting these demands. Phoenix Energy has established an operational footprint in the basin, where it is actively investing in development and production.

2. Investment opportunities with fixed annual interest rates

Phoenix Energy bonds offer accredited investors annual interest rates between 9% and 13% through Regulation D 506(c). These bonds help fund the company’s expansion in the Williston Basin, where it acquires and develops oil and gas assets.

3. Record-breaking drilling speeds in the Williston Basin

Phoenix Energy has made significant strides in drilling efficiency, ranking among the fastest drillers in the Bakken Formation as of late 2024. By reducing drilling times, the company aims to optimize operations and improve overall production performance.

4. Expansion of operational footprint

Since becoming an operator in September 2023, Phoenix Energy has grown rapidly. As of March 2025, the company has 53 wells drilled and 96 wells planned over the next 12 months.

5. Surpassing production expectations

Phoenix Energy’s oil production has steadily increased. By mid-2024, its cumulative production had exceeded 1.57 million barrels, outpacing its total output for 2023. The company projected an exit rate of nearly 20,000 barrels of oil equivalent per day by the end of March 2025.

6. High-net-worth investor offerings

For investors seeking alternative investments with higher-yield opportunities, Phoenix Energy offers the Adamantium bonds through Reg D 506(c), which provides corporate bonds with annual interest rates between 13% and 16%, with investment terms ranging from 5 to 11 years, and a minimum investment of $2 million.

7. Experienced team with industry-specific expertise

Phoenix Energy’s leadership and technical teams include professionals with decades of oil and gas experience, including backgrounds in drilling engineering, land acquisition, and reservoir analysis. This level of in-house expertise supports the company’s ability to evaluate acreage, manage operations, and execute its long-term development plans in the Williston Basin.

8. Focus on investor communication and understanding

Phoenix Energy prioritizes clear investor communication. The company hosts webinars and provides access to licensed professionals who walk investors through the business model and operations in the oil and gas sector. These efforts aim to help investors better understand how Phoenix Energy deploys capital across mineral acquisitions and operated wells.

9. Managing market risk through strategic planning

The energy sector is cyclical, and Phoenix Energy takes a structured approach to risk management. The company employs hedging strategies and asset-backed financing to help mitigate potential fluctuations in the oil market.

10. Commitment to compliance

Phoenix Energy conducts its bond offerings under the SEC’s Regulation D Rule 506(c) exemption. These offerings are made available exclusively to accredited investors and are facilitated through a registered broker-dealer to support adherence to federal securities laws. Investors can review applicable offering filings on the SEC’s EDGAR database.

11. Recognition for business practices

As of April 2025, Phoenix Energy maintains an A+ rating with the Better Business Bureau (BBB) and is a BBB-accredited business. The company has also earned strong ratings on investor review platforms such as Trustpilot and Google Reviews, where investors often highlight clear communication and transparency.

12. A family-founded business with a long-term vision

Led by CEO Adam Ferrari, Phoenix Energy operates as a family-founded business with a focus on long-term investment strategies. The company’s leadership emphasizes responsible growth and sustainable development in the Williston Basin.

13. Positioned for long-term growth in the oil sector

With U.S. energy demand projected to remain strong, Phoenix Energy is strategically positioned for continued expansion. The company’s focus on efficient drilling, financial discipline, and structured investment offerings aligns with its goal of building a resilient and growth-oriented business.

Final thoughts

For investors looking to gain exposure to the U.S. oil and gas sector, Phoenix Energy presents an opportunity to participate in a structured alternative investment backed by the company’s operational expansion in the Williston Basin.

Accredited investors interested in learning more can attend one of Phoenix Energy’s investor webinars, which are hosted daily throughout the week. These sessions provide insights into market trends, risk management strategies, and investment opportunities.

For more information, visit the Phoenix Energy website.

Phoenix Capital Group Holdings, LLC is now Phoenix Energy One, LLC, doing business as Phoenix Energy. The testimonials on review sites may not be representative of other investors not listed on the sites. The testimonials are no guarantee of future performance or success of the Company or a return on investment. Alternative investments are speculative, illiquid, and you may lose some or all of your investment. Securities are offered by Dalmore Group member FINRA/SIPC. Dalmore Group and Phoenix Energy are not affiliated. See full disclosures.

This article contains forward-looking statements based on our current expectations, assumptions, and beliefs about future events and market conditions. These statements, identifiable by terms such as “anticipate,” “believe,” “intend,” “may,” “expect,” “plan,” “should,” and similar expressions, involve risks and uncertainties that could cause actual results to differ materially. Factors that may impact these outcomes include changes in market conditions, regulatory developments, operational performance, and other risks described in our filings with the U.S. Securities and Exchange Commission. Forward-looking statements are not guarantees of future performance, and Phoenix Energy undertakes no obligation to update them except as required by law.