Founded: 2025 (building on Blair Allen Corporation, est. 2018, and Blair Allen Holdings, 2023)
Website www blairallen com
Mission: Build a fully integrated, AI-powered ecosystem spanning real estate, mortgage insurance, property management, capital and technology—capturing value at every stage of the customer lifecycle
For Consumers
Fragmented, siloed industries create inefficiency, delays and frustration.
High costs, inconsistent communication, and lack of transparency make the process stressful.
For Team Members
Limited tools and siloed verticals reduce efficiency and earning potential.
Reliance on commissions alone makes building long-term wealth difficult.
Business Model & Revenue Streams
Transaction Fees: Real estate mortgage insurance.
Property & Asset Mgmt: Stable recurring fees.
Capital Investments – Two channels:
Fix & Flip: Wholesale acquisitions with <36-month holds
Cross-Vertical Monetization: Each entry point multiplies revenue.
BlairCore™ licensing: Proprietary AI ITSM tools with SaaS-like margins, scalable beyond BAF ecosystem
Target: $202M revenue (35% EBITDA) by Year 5
TAM: $759B Commissionable Market across U.S. real estate, mortgage, and insurance transactions.
SAM: $45.6B accessible via BAF’s licensed footprint (focused on Arizona, Montana, and South Dakota).
SOM: $456M near-term capture with current licenses and operations
Tailwinds: Rapid adoption of AI-driven real estate, mortgage, and insurance solutions
Exit Strategies
Why BAF Wins; Unique Three-Tier Framework:
Technology — BlairCore™ AI-powered platform with proprietary sales and marketing tools
Training & Education Blair Allen University LMS to scale and upskill talent.
Financial Empowerment Wealth creation through ownership in BAF.
PROBLEM
Industry Pain Points
Fragmented Processes
Real estate, mortgage, and insurance transactions remain disconnected, manual, and slow.
Multiple providers and legacy systems force duplicate data entry and repeated document collection.
Customer Frustration
Homebuyers face long approval cycles, inconsistent communication, and hidden costs.
Over 70% of consumers describe the current process as confusing and stressful.
Inefficiencies & Costs
Transactions lose 10–15 days due to workflow disconnects.
Mortgage originations cost $7K–$9K in inefficiencies per loan.
Insurance adds days and up to 3% to closing costs.
Industry Gap
Incumbents lack AI-driven, integrated platforms.
Point-solution fintechs address single verticals but fail to capture full value chain.
SOLUTION BAF’s Answer
Unified AI-Powered Ecosystem
BAF delivers one platform that integrates real estate, mortgage, insurance, property management, and capital.
Eliminates silos by orchestrating all workflows through BlairCore™, the proprietary ITSM platform.
Value to Customers
Faster approvals, lower costs, transparent experience. One system replaces multiple providers, saving time and reducing frustration
Value to Partners & Teams
Automated workflows, compliance by design, and real-time updates.
Training and support via Blair Allen University to empower professionals.
Value to Investors
Monetizes each transaction multiple times.
Creates recurring, cross-vertical revenues with durable margins.
Subsidiary Evolution & Highlights
Launched 2023:
Licensed in 43 states with nationwide compliance in place
Investor network: 120 single-family investors and 700 commercial investor partners
Seasoned President and small team leading strategy and growth
Estimated total sales revenue
$350-$500k revenue 2025
Infrastructure - framework in place and ready to scale
Licensed and active in 23 states
Partnerships with 30 national carriers and access to 1,000+ insurance products
Seasoned President with 15+ years of insurance leadership
Currently producing revenue with a base100+ policies put In place In a very short time.
Infrastructure - framework in place and ready to scale
Began with first pilot property. Positioned to scale with future leadership hire (President role planned).
Integrated to serve as an extension of BAF’s real estate and mortgage ecosystem. Currently producing revenue from first property.
Infrastructure - framework in place and ready to scale
2023 Blair Allen Holdings, LLC (BAH) launched BAM, BAI, BAPM, and BAT.
Allen Financial (BAF)
2025 BAF acquired BAH subsidiaries and all IP In exchange for BAH receiving % 30 million (60%) common shares In BAF.
2025 BAF acquired BAM, BAI, BAPM and BAT and launches Blair Allen Luxury Real Estate (BALR) and Blair Allen Capital (BAC).
BAF corporate and all subsidiary operations are ready to scale.
Launched 2018-2025
2018 Blair Allen Corporation developed front-end sales tools that was acquired by BAH in 2023.
2025 BAT secured a proprietary AI-powered ITSM operating system unifying all BAF subsidiaries in exchange for 6% of BAF’s Common shares.
Infrastructure - framework in place and ready to scale
Launched 2024:
Launched 2024:
Blair Allen Insurance (BAI)
Blair Allen Technologies (BAT)
Launched 2025
Blair
KEY MARKET INSIGHTS
Strategic Market Overview
OBTAINABLE MARKET ANALYSIS
Total Addressable Market (TAM)
Combined revenue potential across real estate, property management, mortgage, and insurance = $759.8B. Derived from applying standard commission and fee rates to the $32.8T U.S. market base.
Serviceable Available Market (SAM
Defined as ~6% of TAM, representing BAF’s licensed and near-term serviceable footprint in Arizona, Montana, & South Dakota states (≈ 3 of 50 U.S. states). Estimated at $45.6B annually.
Serviceable Obtainable Market (SOM)
Conservative initial capture of ~1% of SAM, based on licensing, operational readiness, and expansion pipeline In Arizona, Montana, & South Dakota states. Near-term opportunity of $456M.
BUSINESS MODEL
BAF operates a tech-enabled, vertically integrated ecosystem that unifies mortgage, real estate, insurance, property management, capital, and technology.
At the center is BlairCore™, the proprietary AI-powered ITSM platform that automates workflows, enforces compliance, and orchestrates the full transaction lifecycle.
THIS MODEL IS DESIGNED TO
Capture multiple monetizations per transaction across subsidiaries.
Drive seamless customer journeys by cross-selling services.
Scale efficiently through technology-driven cost reduction and margin expansion.
Create defensibility through proprietary IP and cross-vertical integration.
SOURCES REVENUE STREAMS (YEARS 1-5)
Transaction
Fees
Commissions and origination income from real estate, mortgage, and insurance deals.
Largest near-term driver, tied directly to high-volume transaction activity.
Property & Asset Management
Stable recurring fees from property operations and investment management.
Builds predictable, long-term income that compounds as portfolio grows.
Cross-Vertical Monetization
Revenue uplift from converting single-service customers into multi-service clients.
Expands wallet share and strengthens retention across the ecosystem.
REVENUE STRATEGY (YEARS 5+)
Technology Licensing
BlairCore™ AI platform monetized externally through selective licensing.
High-margin, scalable revenue potential modeled after ServiceNow ($200B valuation).
National Rollout
Geographic expansion of BAF’s integrated ecosystem, compounding transaction fees and cross-vertical monetization nationwide.
USE OF FUNDS ( SAFE & EQUITY )
BAF offers multiple attractive exit pathways, underpinned by BlairCore™, its proprietary AI-powered ITSM platform.
Projected Year 5 Performance:
Revenue: $202M
EBITDA Margin: ~35%
Exit Valuation Potential (based on AI & ITSM comps):
Acquisition by enterprise SaaS, fintech, or real estate services consolidators
Hybrid liquidity via dividends + M&A
Equity & Investment Structure
Total Authorized Shares: 50,000,000 Common Shares.
Combined Raise: We are raising $20 million total capital, issued as follows
Post-Money Valuation: ~$100M
Post-Raise Shares Outstanding: 50,000,000
Projected 5–7 Year Performance
BAF’s vertically integrated model — powered by BlairCore™, our proprietary AI ITSM platform positions the company alongside high-growth enterprise tech peers.
Projected Year 5 Revenue: ~$202M
EBITDA Margin: ~35%
Estimated IRR: 52–88% over 5–7 years
Example: A $2.00 share purchased today could grow to $22–$60+ at exit.
RISKS & MIGRATION STRATEGIES
Risk: Execution
Complexity & Operational
Proactive Risk Management 3 4
Risk: High Capital Requirement & Funding Dependency 1 2
Scalability
Integrating six distinct business verticals across multiple state regulatory frameworks is an operationally complex undertaking.
Migration: The BlairCore™ platform serves as the unifying infrastructure. Operations are led by COO Gary Lorenz, a 35-year banking veteran with deep expertise in scaling complex, regulated financial operations.
The Company is seeking a significant $20 million capital raise, and a partial raise could slow the planned roadmap.
Migration: The raise is supported by tangible, de-risking milestones, including existing revenue. The go-to-market strategy is phased and capital-efficient, focusing on dominating three initial markets first.
Risk: Unproven Market Scaling & Adoption
The integrated, multivertical ecosystem model has not yet been tested at a national scale.
Migration: BAF’s unique threetiered framework (Technology, Training, Equity) is a powerful recruiting tool. The phased goto-market strategy allows for refinement before a national rollout.
Risk: Competition from Incumbents and New Entrants
Large, well-capitalized incumbents could attempt to replicate BAF’s model, while new fintechs could emerge.
Migration: The primary defense is the integrated ecosystem and proprietary technology. The irrevocably licensed BlairCore™ platform creates a significant technical barrier to entry and a powerful first-mover advantage.
NEXT STEPS & CONTACT INFORMATION
Blair Allen Financial (BAF) is building the first fully integrated, AI-powered financial ecosystem — uniting real estate, mortgage, insurance, property management, and capital services into one seamless platform designed to redefine how wealth is built, managed, and protected. We’re excited about the opportunity to partner with visionary investors who share our mission to transform the future of real estate and financial services.
NEXT STEPS & CONTACT INFORMATION
1. Explore Strategic Fit & Deal Terms
Schedule a confidential conversation to discuss investment opportunities, strategic alignment, and next steps.
Jason Blair — CEO & Chairman; jb@blairallen.com; 1-253-670-3080
Gary Lorenz — COO & Director; gary@blairallen.com; 1-319-429-4796
Alex Nahai - CLO & Director; alex@alexnahai.com
2. Review Our Financials
Access our comprehensive financial models, growth forecasts, and operational roadmaps.
Data Room Access: [Link or contact for credentials]
3. Secure Your Spot
Reserve your allocation and position yourself at the forefront of a transformative financial ecosystem.
Blair Allen Financial — Building the Future of Real Estate and Finance. Together. blairallen com
