Who we're inviting.
Twenty-seven Wave 1 invitations across four lanes. Twenty expected closes. Each candidate hand-picked for fit — basin density, customer base, partnership velocity, and lane-specific match. The list below is the actual Wave 1 invite list. If you're on it, you've already received our cover letter.
PHASE 1 · OilfieldChain · 9 invited
Completion · frac · stimulation · wireline · 6 expected closes
Wave 1: Lime Instruments · Pason Systems · NCS Multistage · Cudd/RPC · Stress Engineering Services · Seismos · Rapidlogger Systems · DarkVision Technologies · Premium Oilfield Technologies
PHASE 2 · DrillChain · 7 invited
Drilling · rig · MWD/LWD · surface systems · 5 expected closes
Wave 1: Patterson-UTI Energy · Nabors Industries · Precision Drilling · Scientific Drilling International · Pason Systems (cross-phase) · Corva · Drilling Tools International
Dropped from Wave 1: H&P (owns MagVAR — structural conflict), Newpark (post-divestiture identity unclear)
PHASE 3 · ProductionChain · 5 invited
Artificial lift · rod · ESP · gas · plunger · 4 expected closes
Wave 1: Flowco · Weatherford Production Intelligence (PRI) · Borets International (US + EU subsidiaries) · Tally Energy Services · Cactus Inc.
Lane has been gutted by SLB consolidation. Smaller Wave-1 invite list is intentional. Operator-direct lane (Pioneer / EOG / Devon shape) is the Wave-2 fallback if Tier 3 is thin.
PHASE 4 · OffshoreChain · 6 invited
Offshore + subsea · floaters · trees · ROV ops · 5 expected closes
Wave 1: TechnipFMC · Noble Corporation · Oceaneering International · Helix Energy Solutions · Expro Group · Innovex International
Dropped from Wave 1: Transocean (Valaris merger renegotiation risk), Subsea7 (Saipem merger), Aker (SLB-JV complication via OneSubsea). All three move to Wave 2 post-consolidation. Founding-seat holders are protected when they re-enter.
WAVE 2 · deferred invites
Five candidates deferred to Wave 2 across the four lanes. Re-invited as consolidation, merger, and identity-resolution events resolve. Wave-2 closes could add another $1.5–$2M ARR at maturity on top of the Wave-1 base.