BLAIR ALLEN FINANCIAL IS UNIFYING THE FRAGMENTED WORLD OF REAL ESTATE AND FINANCIAL SERVICES THROUGH AN ALLIN-ONE, AI-POWERED ITSM PLATFORM—STRATEGICALLY BUILT AROUND A FAMILY OF INTEGRATED COMPANIES
PLATFORM BUILT TO SCALE
Next Generation Services: Blair Allen Financial, Inc. (BAF), a Delaware C-Corp, is building the future of real estate and financial services through a fully integrated, AI-powered ecosystem At the core is our proprietary IT Service Management (ITSM) platform engineered to replace the fragmented, outdated systems that have long plagued real estate, mortgage, insurance, property management, and capital markets. This isn’t just technology it’s transformation BAF streamlines how customers connect, convert, and engage, while cutting time, slashing costs, and driving more profitable, datadriven outcomes across every vertical
Unlike traditional service models, BAF doesn’t just build the platform we own the full stack. Every transaction, every touchpoint, every outcome is powered by one intelligent system and consolidated under one roof making BAF not just a disruptor, but the new standard
Market Opportunity: BAF operates across four massive and interdependent verticals real estate, mortgage, insurance, and property management targeting a combined total addressable market (TAM) of $3282 trillion Our commissionable revenue opportunity across these sectors exceeds $759 billion, with a near-term serviceable obtainable market (SOM) of $13677 million in annual revenue potential By owning 100% of our operating subsidiaries and integrating them through our proprietary AI-driven ITSM platform, BAF controls the entire customer lifecycle This vertical model captures and compounds value from every transaction whether a home sale, loan origination, policy, or lease while reducing friction, increasing retention, and driving recurring, cross-vertical revenue
5 Pillars of Success that Differentiates US:
Cohesive Family of Companies
Three Tiered Framework
Proven Management Team
Vertically Integrated Technology
Disrupted Business Model
MASSIVE MARKET OPPORTUNITY
Cohesive Family of Companies: BAF owns 100% of each service and capital investment company it powers through its proprietary ITSM infrastructure including real estate, mortgage, insurance, property management, and capital investment This full ownership model gives us end-to-end control over the customer journey, enabling us to optimize every interaction for efficiency, value creation, and long-term retention while capturing both service revenue and capital asset appreciation within a unified ecosystem:
Blair Allen Luxury Real Estate (BALR)
Blair Allen Property Management (BAPM)
Blair Allen Mortgage (BAM)
Blair Allen Insurance (BAI)
Blair Allen Capital (BAC)
Blair Allen Technologies (BAT)
Three-Tiered Framework: Empowering Top 1% Talent Across the BAF Ecosystem: At BAF, we’ve developed a proven three-tiered framework designed to recruit, develop, and retain the top 1% of talent across all our verticals real estate, mortgage, insurance, property management, capital, and technology
Technology – Our proprietary AI-driven ITSM platform centralizes operations, delivers real-time insights, and automates workflows to maximize productivity and scalability
Training & Education – We provide immersive onboarding, mentorship, and advanced role-specific education to accelerate expertise, confidence, and production
Financial Performance Rewards – Our model goes far beyond commissions Top performers gain access to equity, profit-sharing, and long-term wealthbuilding opportunities that reward leadership and loyalty 1 2 3
At BAF, we’ve designed a system where professionals don’t just transact they grow, lead, and build wealth in a vertically integrated platform engineered for stability, opportunity, and legacy
PROVEN LEADERSHIP EXECUTION
150-Years Cumulative & Proven Leadership: The Blair Allen leadership team brings over 150 years of combined experience and a powerful track record of execution across financial services, technology, real estate, lending, and capital asset management Collectively, we’ve launched and scaled multiple high-growth ventures, navigated complex markets, and overseen more than $34 billion in financial services assets under management This is battle-tested leadership
BAF’s Proprietary Technology Platform: Blair Allen’s proprietary ITSM platform is the only technology infrastructure purpose-built for multi-location, midmarket financial services spanning real estate, mortgage, insurance, property management, and capital Designed for speed, scalability, and precision, it delivers the fastest deployment, the lowest total cost of ownership, and a proprietary orchestration engine enabling real-time, autonomous operations across all business units Fully owned by BAF and vertically integrated into every service company we operate, this platform isn’t just an upgrade it’s a breakthrough. Think ServiceNow founded in 2005, now valued at over $200 billion Now imagine ServiceNow on steroids rebuilt, reimagined, and engineered to dominate our industry
Business Model: BAF operates a vertically integrated, shared-revenue model where all income generated by its wholly owned subsidiaries consolidates directly into BAF This structure unifies service revenue and capital assets into a single, highly profitable financial statement. By owning the full customer lifecycle and leveraging a proprietary AI-driven ITSM platform, BAF maximizes customer lifetime value, drives retention, and unlocks recurring revenue at scale Backed by a 5-year consolidated pro forma projecting $202.4M in gross revenue and $709M in net profit (a 35% EBITDA margin), BAF expects to reach break-even by Year 2-3, with current funding providing a clear runway to long-term, sustainable profitability
$20M Equity Offering: Own the Future of AI-Driven Financial Services. BAF is offering 10 million common shares 20% equity ownership in exchange for a $20 million investment, valuing the company at $100 million post-investment. This capital will accelerate platform development, expand operations, and drive our go-tomarket strategy across Arizona, Montana, and South Dakota With proven traction and a fully integrated,
powered model, this is a rare opportunity
in the infrastructure transforming
Go-to-Market Strategy: Our go-to-market strategy begins by dominating the markets we know best Arizona, Montana, and South Dakota where our leadership team has over 25 years of proven success With a trusted brand, deep local relationships, and operational experience in these high-opportunity, underserved regions, we are perfectly positioned to saturate our backyard first. From there, we’ll scale nationally with precision using our proprietary AI infrastructure to drive predictive analytics, targeted digital marketing, and costefficient customer acquisition Strategic partnerships with real estate developers, military bases (Ellsworth, Luke AFB), and fintech platforms enhance our reach, while existing licenses and compliance frameworks support rapid, low-cost expansion into new states. With revenue already flowing from mortgage and insurance, our AIpowered platform positions us to lead in efficiency, scale, and long-term growth
Expected Investor Returns: BAF invites accredited investors to participate in a $20 million capital raise to fuel national expansion of its integrated real estate and financial services platform The funding will occur in two phases: an initial $3 million SAFE instrument with a 25% discount and valuation cap, followed by a $17 million priced equity round representing a 20% ownership stake and a $100 million post-money valuation. Investors can expect returns through quarterly profit distributions, potential strategic acquisition, and IPO opportunities as BAF scales mortgage, insurance, property management, title, and capital businesses By Year 5, BAF projects $2024 million in revenue with 35% profit margins Estimated exit valuations range from $555 million to $25 billion, implying pro-rata stakes worth $111 million to $511 million and offering significant upside through recurring income and capital gains
Closing: BAF is not just disrupting the multi-trillion-dollar financial services landscape we’re redefining it With proprietary technology, full vertical ownership, and a model engineered for scale, we’re positioned for explosive growth
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