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Outcome
Registry: supportedQuality lift unmeasureddefault

Re-underwrite & value arbitrage

Can we reconcile a marketed upstream acquisition value against four bounded deterministic views — production-times-benchmark, reserve/comp value arb, risked SOTP, and multiple triangulation — preserving disagreements and value-creation assumptions? Trigger phrases: re-underwrite value arb, what is this actually worth, bridge their value to ours. Produces: cited reconciliation workpaper.

Acquisition Underwriting · Underwriting · v1

Measured quality evidence

Quality lift unmeasured

Registry maturity does not prove response or artifact quality. No qualifying same-model skill-on versus no-skill improvement has been verified.

Required comparison: same model with this skill enabled versus the same model without the skill.

Inputs and output

Required inputs

  • Abandonment Liability USD
  • Annual Production Mmboe
  • Benchmark Per Flowing Boed
  • Cim
  • Crux First Year Pdp Decline Pct
  • Crux Pdp PV-10 USD
  • Currency
  • Deal ID
  • Deal Name
  • Discount Rate Pct
  • Entry Discount Pct
  • Entry Price USD
  • Ev Ebitda Multiple
  • First Year Pdp Decline Pct
  • Flowing BOE Per Day
  • Fully Diluted Shares
  • Inventory Per Net Acre USD
  • Inventory USD
  • Max Pud Years To Produce
  • Multiple Re Rate USD
  • Nav Basis
  • Nav Components
  • Net Acres
  • Ntm Ebitda USD
  • Operating Model
  • Opex Re Rate USD
  • Ops Uplift Pct
  • Pdp PV-10 USD
  • Pdp Reserves Mmboe
  • Production Boed
  • Production Mboe D
  • Production Period
  • Production Uplift USD
  • Pud PV-10 USD
  • Pud Reserves Mmboe
  • PV-10 Multiple
  • Reserve Report
  • Seller Ask USD
  • Source Documents
  • Source Spans
  • Total Debt USD
  • Unit Basis
  • USD Per Acre
  • USD Per Flowing BOE
  • Valuation Basis Review
  • Valuation Date

Optional inputs

  • Basin
  • Bonding Shortfall USD
  • Reunderwrite Markdown
  • Strip

Required source documents

  • Cim
  • Operating Model
  • Reserve Report
  • Model
  • Other
  • Price Deck
  • Production Csv

Expected outputs

  • Nav Cross Check
  • Reunderwrite Value Arb Packet
  • Seller Vs Crux Value Bridge
  • Source Appendix
  • Value Based Bid Range

Buyer-profile access

Policy visibility is not execution proof. Authentication is checked before a run.

Available

Read-only connection

The skill entry point is callable. Any downstream write or external action is checked separately.

Available

Partner workspace

The skill entry point is callable. Any downstream write or external action is checked separately.

External-action review

Review review applies before a consequential external or binding action. Analysis and working artifacts remain available before that review.

Review item

This is review guidance for a later external or binding action. Supported analysis and a working artifact remain available with the review item attached.

Applies before: binding action, external release

Review item

This is review guidance for a later external or binding action. Supported analysis and a working artifact remain available with the review item attached.

Applies before: binding action

Review item

This is review guidance for a later external or binding action. Supported analysis and a working artifact remain available with the review item attached.

Applies before: binding action

Review item

This is review guidance for a later external or binding action. Supported analysis and a working artifact remain available with the review item attached.

Applies before:

Input gaps and limits

Dependent input gaps

  • Reunderwrite Markdown is missing or unverified: The dependent calculation remains open. CRUX returns the other supported work and names the exact input needed.

Known limitations

  • Do not use to ingest or rebuild a reserve/production case from raw files (use reserve-case-ingest), build a full forecast/DCF or reserve certification, run a fast teaser screen (use full-screening-pass), price a sell-side process (use divestiture-readiness), or decide what to bid. This skill's value_based_bid_range is a value view only. Bid chain — competitive-bid-strategy owns the recommended bid → bid-fundability-gate proves it can be funded → the frontier model drafts the non-binding submission from those completed terms. Do not use for IC approval, financing approval, an IOI, external send, or investment approval.

Relationships

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Authentication and the required buyer profile are checked before any work runs.

Re-underwrite & value arbitrage · CRUX Catalog