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Awarded 2022 & 2025 America’s Fastest Growing Companies.
Featured in:
Book your discovery call now!
30-Minute Discovery Call + Investment Overview + Informative + No Pressure
Schedule a 30-minute Discovery Call with the investor relations team to review your goals and see how our mineral income strategies can fit into your investment portfolio.
DISCLAIMER: Investment opportunities with Rising Phoenix Capital are for accredited investors only and involve risks, including potential loss of capital. Past performance does not guarantee future results. This opportunity is open exclusively to accredited investors. Offers made only via Private Placement Memorandum.
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PLATA PEAK II INCOME FUND
Watch how our Mineral Income Strategy works.
THE PROBLEM
Your portfolio has two speeds: risky and slow.
Market Volatility
You didn't sign up for this.
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CDs and Bonds
They barely outrun inflation.
Rental Property
Crazy tenants, repairs, 3 a.m. calls.
Alternatives
You can't evaluate them.
There's a third option most investors have never been shown...
THE SOLUTION
Oil & Gas Mineral Income
Paid before operators profit
Royalty off the top of every barrel. No capital calls.
Monthly checks, not paper gains
Cash from producing wells.
No tenants, no toilets, no rigs
No operations or management burden.
Tax-advantaged income
15% depletion allowance, one K-1.
COMPARISON
How oil & gas minerals compare.
OIL & GAS MINERALS
REAL ESTATE RENTAL
STOCKS
DRILLING DEALS
Income
Monthly
Monthly
Quarterly
Irregular
Capital calls
None
Yes
None
Common
Op-cost exposure
None
Full
Indirect
Full
Debt leverage
None
Typical
Typical
Varies
Tenant risk
None
Yes
~
~
Depletion
Yes
No
No
Yes
Daily liquidity
No
No
Yes
No
PROJECTED RETURN PROFILE
Projected Fund Returns Backed by Real Performance*
Annual Cash-on-Cash Yield
15%
2-4 Years
Target Hold Period
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1.5-1.75x
Target Multiple on Invested Capital (MOIC)
12-15%
Target Internal Rate of Return (IRR)
Our income-focused mineral strategy is designed to generate strong monthly cash flow today with meaningful upside from future development. While past performance demonstrates our team’s ability to deliver, all investments involve risk and results may vary.
*Projected returns shown are projections only and not guaranteed; investments carry risk and may result in loss of principal.
PERFORMANCE
Cash returned to investors year over year.
Annual cash distributed to investors across all Rising Phoenix funds as a percentage of invested capital, alongside S&P 500 and Dow Jones total returns for the same calendar years.*
S&P 500 (total return)
Dow Jones (total return)
Rising Phoenix (investor cash yield)
Hover over the bars to see their numbers
40%
5-Year Average: 21.7%*
30%
20%
10%
0%
-10%
+16.4%
Rising Phoenix (2021)
S&P 500 (2021)
+28.7%
Dow Jones (2021)
+20.9%
+15.3%
Rising Phoenix (2023)
S&P 500 (2023)
+26.3%
Dow Jones (2023)
+16.2%
+13.6%
Rising Phoenix (2024)
S&P 500 (2024)
+25.0%
Dow Jones (2024)
+15.0%
+34.1%
Rising Phoenix (2025)
S&P 500 (2025)
+17.4%
Dow Jones (2025)
+14.9%
+28.9%
Rising Phoenix (2022)
S&P 500 (2022)
-18.1%
Dow Jones (2022)
-6.9%
-20%
2021
2022
2023
2024
2025
*Sources: Rising Phoenix Capital figures from internal distribution records (unaudited), net to limited partners; 2024–2025 include divestiture proceeds, which include return of capital. S&P 500 and Dow Jones figures are calendar-year total returns with dividends reinvested, from publicly available market data. Index returns and private-fund cash distributions are not directly comparable. Past performance is not indicative of future results.
+28.9% in 2022
while the S&P 500 fell 18.1% and the Dow fell 6.9%
No negative year
for Rising Phoenix investors, 2021–2025
$26.3M distributed
to investors over those five years, including fund exits
TRACK RECORD
Five funds taken full cycle. Every one returned capital.
Since 2017 Rising Phoenix has launched eight mineral funds and completed five – purchased, managed, sold, and fully distributed. $31.9M has been distributed to investors across all funds to date. Results below are net to investors, per completed fund.*
COMPLETED FUND
VINTAGE
EQUITY MULTIPLE
EXIT IRR
JRPP Royalty Fund I
2017
1.33x
21%
Opportunity Fund I
2019
2.25x
19%
Royalty Fund III
2020
1.46x
10%
Opportunity Fund III
2020
1.32x
12%
Opportunity Fund IV
2021
1.01x
0%
Simple average
1.47%
12%
*Source: Rising Phoenix Capital internal records (unaudited), net to investors, as of August 1, 2026; all five funds are fully distributed and closed. Equity multiple = total cash distributed to investors ÷ invested capital. IRR is computed from actual dated investor cash flows. The simple averages are averages of fund-level results, not a composite return; individual fund results ranged from 1.01x (0% IRR) to 2.25x (21% IRR), and individual investor results vary by fund, class, and timing of admission. Past performance is not indicative of future results.
HOW IT WORKS
Three steps to your first distribution.
Book a discovery call
Thirty minutes with our team. We learn your goals, walk through how the fund works, and confirm fit and accreditation.
Review the materials
Receive the PPM, investor presentation, and data room. Take your time; we’ll answer every question.
Fund and start accruing
Your 8% preferred return accrues from the day your capital lands. Monthly income begins once fund distributions commence.
WHO YOU'RE WORKING WITH
A fourth generation Texas energy family.
Jace Graham
CEO & FOUNDER, RISING PHOENIX CAPITAL
Jace is a fourth-generation member of a Texas oil and gas family. He has spent his career acquiring producing mineral and royalty interests across proven U.S. basins, with more than $150M in energy transactions closed.
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Since 2017, Rising Phoenix has launched eight mineral funds and taken five full cycle – purchased, managed, sold, and fully distributed — returning investors’ capital every time. The firm was named to the Inc. 5000 list of America’s fastest-growing private companies in 2022 and 2025, and fund financial statements are audited by Weaver.
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When you book a discovery call, you talk directly with Jace and his small team – not a sales floor.
INVESTER VOICES
What our investors say.*
*Investor statements reflect the individual experience of that investor at a particular time. They are not representative of the experience of all investors, are not a guarantee of future performance, and should not be relied upon as an indication of results any investor will achieve. Investors shown were not compensated for their statements.
COMMON QUESTIONS
What investors ask first.
Book your discovery call now!
30-Minute Discovery Call + Investment Overview + Informative + No Pressure
Schedule a 30-minute Discovery Call with the investor relations team to review your goals and see how our mineral income strategies can fit into your investment portfolio.
DISCLAIMER: Investment opportunities with Rising Phoenix Capital are for accredited investors only and involve risks, including potential loss of capital. Past performance does not guarantee future results. This opportunity is open exclusively to accredited investors. Offers made only via Private Placement Memorandum.
CAPITAL
Past performance is not indicative of future results.​
*Average annual investor cash yield = total cash distributed to investors in each calendar year (operating distributions plus divestiture proceeds, which include return of capital) divided by total investor capital invested that year; simple average of 2021–2025, net to limited partners. It is not an internal rate of return or compounded return. Index figures are calendar-year total returns with dividends reinvested, from publicly available market data; public-index returns and private-fund cash distributions are not directly comparable. Source: Rising Phoenix Capital internal records (unaudited).
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Preferred return and any targeted returns are objectives, not guarantees, and are dependent on fund performance. Securities are offered under Regulation D Rule 506(c) solely to verified accredited investors, and only through the Fund’s Private Placement Memorandum, which contains risk factors, fees, and offering terms and controls over anything on this page. Investments are illiquid and involve risk of loss, including loss of principal.​
[1] Historical distributions, and what the figure includes. The 21.7% figure is the simple average of the sponsor's capital-weighted annual cash distribution yield across all sponsored funds for calendar years 2021 through 2025, calculated net to limited partners on a representative per-unit basis and excluding general partner promote. Annual results varied significantly, ranging from 13.6% to 34.1%. The figure includes distributions funded by proceeds from asset sales, which represent a return of investor capital rather than operating income. Asset sales accounted for none of the distributions in 2021 through 2023, approximately 28.5% in 2024, and approximately 74.5% in 2025. It is therefore not a measure of operating income, not an annualized rate of return, and not the targeted or expected yield of La Plata Peak Fund II. Prior funds were separate offerings holding different assets under different structures and terms, and their results should not be read as an indication of what this fund will produce.
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[2] Projected return profile. The 15% average annual yield, the 1.50x to 1.75x investor equity multiple, and the 12% to 15% internal rate of return are projections, based on the sponsor's underwriting assumptions for the fund's intended portfolio. They are objectives only. They are not guaranteed, are not a projection of any individual investor's results, and may not be achieved. Actual results will vary with commodity prices, well production performance, acquisition pricing, and the pace of capital deployment, and may differ materially from these figures. Internal rate of return is a time-weighted measure that depends on the timing of both contributions and distributions, and will differ from the cash yield figure shown above.
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