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Cori Willett

Oct 22, 2026

19:11
Would love to hear a little update on the asset side of things in the Waypoint Fund.
19:16
Yeah, kicked off several months ago and things have been going really well.
19:20
Bought eight deals so far with two that are pending close.
19:23
So pending close means we've won those deals.
19:26
We're just trying to paper everything up and get some deal mechanics taken care of there.
19:30
But across the eight deals alone, we have exposure to 35 different wells.
19:35
which is really part of the goal, right? Is to create, to diversify the portfolio with exposure to a lot of different wells.

10 MINS LATER

29:34
So Corey, do you want to talk a little bit about how that works? And I mean, we're constantly evaluating that target to make sure that we're on track for it, but it's very difficult to forecast.

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