BlackpeakCFO™

Fractional CFO & Controller Services for Growth-Stage Businesses
AI-Powered · Big 4 Pedigree · €600M+ Advisory Board

INVESTOR PRESENTATION — JUNE 2026

Presented by Stuart Wilson, ACMA CGMA

Founder & Managing Director

THE PROBLEM

The Accounting
Talent Crisis Is Real

87% Finance leaders report critical talent shortages

322% YoY growth in interim controller demand

340K US accountants left the profession since 2020

1-2% Accountant unemployment — effectively zero

SMBs cannot hire. They must outsource. We are the answer.

MARKET OPPORTUNITY

A $6 Billion Market
Growing 15–20% Per Year

33.2M US small businesses

83% Outsource at least one finance function

40% Mid-market now use fractional CFOs

$2.1B

2022

$3.2B

2023

$4.1B

2024

$5.2B

2025

$6.2B

2026

THE SOLUTION

BlackpeakCFO™

A firm — not a freelancer. Enterprise-grade financial leadership at fractional cost.

Fractional CFO

From $3,995/mo

Board reporting, strategy, fundraising, M&A support

Controller Services

From $1,997/mo

Month-end close, AP/AR, reconciliations, cash flow

Special Projects

From $4,997/mo

Financial modelling, M&A due diligence, IPO readiness

100% recurring monthly retainers — pure predictable MRR | Full-time CFO cost: $250K–$400K+ | Our cost: 70–85% less

COMPETITIVE MOAT

50-State SEO Domination

The Strategy

Bespoke landing pages for every US state with localised tax rules, compliance requirements, industry focus, and local phone numbers.

"Fractional CFO Texas" — search volume tripled since 2021
36% conversion rate on long-tail local terms
Only ~50-100 firms do state-specific SEO
50 pages = top tier national coverage
Zero ad spend — organic compounding

Keywords That Convert

Search Term	Intent
fractional CFO [state]	HIGH
outsourced controller [city]	HIGH
hire CFO for startup [state]	HIGH
part-time CFO services	MED-HIGH
CFO vs controller difference	LOW
what does a CFO do	LOW

SEO COMPOUNDING

The Organic Flywheel

50 state pages × 12 keywords each = 600+ ranking opportunities with zero ad spend

Month 1-3 Pages indexed by Google. First impressions appear. Zero traffic expected.

Month 3-6 Long-tail keywords rank page 2-3. First organic enquiries from low-competition states.

Month 6-12 Authority builds. 20-30 states ranking page 1 for "fractional CFO [state]".

Year 2+ Compounding effect. Backlinks, domain authority, and referral traffic accelerate.

Estimated organic traffic projection (monthly visits)

300

1.2K

M12

M18

15K+

M24

CUSTOMER ACQUISITION

How Clients Find Us

Organic Channels (£0 cost)

Week 1 Warm network & referrals — highest conversion
Week 2 LinkedIn outreach — 500+ direct connections
Month 1 LinkedIn content — thought leadership posts
Month 2 Clutch, Upwork, Toptal profiles — marketplace leads
Month 3 Directory listings — CFO Hub, PickCFO, FractionalJobs
Month 3-6 50-state SEO pages — compounding organic traffic
Month 6+ Blog content & backlinks — authority building

Paid Channels (from £2K budget)

Day 1 Google Ads — "fractional CFO [state]" exact match
Week 2 LinkedIn Ads — targeted by title, company size
Month 1 Retargeting — site visitors who didn't convert

Search Engine Coverage

Google — 91% market share, primary target
Bing / Copilot — 4%, rising with AI integration
Google Maps / GBP — local pack results
YouTube — 2nd largest search engine
ChatGPT / Perplexity — AI-powered discovery
LinkedIn Search — B2B decision-maker search
Reddit / Quora — "best fractional CFO" threads

THE FOUNDER

Stuart Wilson
ACMA CGMA

CIMA Chartered Management Accountant — globally recognised credential

24 Years across Citigroup, Arthur Andersen, Bancroft Group PE & technology

Full Stack Finance + Technology — builds own tools, AI integrations, and infrastructure

Unique combination of CIMA-qualified financial expertise with deep technical capability. Builds custom client portals, AI-powered reporting dashboards, and automated compliance systems. Not just a numbers person — a technology-first CFO for the modern era.

▸ Built BlackpeakCFO's entire technology stack from scratch
▸ Custom client portal with real-time financial dashboards
▸ AI-integrated workflow — 10× throughput vs traditional CFOs
▸ Cross-border expertise — US GAAP, IFRS, UK GAAP

THE TEAM

We're a Firm — Backed by €600M+ in Deals

BlackpeakCFO isn't one person. Our advisory board brings 60+ combined years across Big 4, private equity, and global markets.

Levent Aydınoğlu Senior Advisor · PE
Ex-Bancroft Group fund manager. 6+ PE exits across Turkey — Graniser, Standard Profil, Tatilsepeti. 50+ board seats. €250M+ deals.

Valeri Petrov Senior Advisor · PE
Ex-Bancroft Group fund manager. Led Nowaco/Farutex exit to Bidvest (~€250M, ~6× return), Orgachim, CityEX. €350M+ deals.

All three worked together at Bancroft Group — €350M+ across 3 funds, 13 exits from 19+ companies

AI-POWERED ADVANTAGE

One Operator. 30 Clients.
10× Throughput.

Competitors do this manually. We've automated from Day 1.

Auto-Reporting
QBO/Xero → Fathom → Client dashboards refresh automatically

AI Analysis
Variance commentary, anomaly detection — AI-assisted, human-reviewed

Smart Workflows
Onboarding, invoicing, task creation — all automated pipelines

Custom Portal
Client-facing dashboard built in-house — proprietary technology moat

Traditional CFO

3-5

With Automation

10-15

BlackpeakCFO

25-30

UNIT ECONOMICS

Realistic Cost Breakdown

Cost Item	Monthly	Annual
VPS Hosting	$18	$216
Domain & SSL	$3	$36
Accounting Software	$65	$780
Fathom Reporting	$120	$1,440
Email & CRM	$30	$360
AI Tools	$50	$600
Professional Insurance	$100	$1,200
Total Fixed Costs	~$386	~$4,632

Breakeven: 1 client at $1,997/mo covers ALL costs with $1,611/mo profit. Every additional client ≈ 95% margin.

FINANCIAL FORECASTS

Three Scenarios

Metric	Worst Case	Base Case	Best Case
Year 1 Clients	3	5	8
Year 1 Revenue	$108K (£85K)	$210K (£165K)	$384K (£302K)
Year 2 Clients	5	10	18
Year 2 Revenue	$180K (£142K)	$420K (£330K)	$864K (£679K)
Year 3 Clients	7	15	25
Year 3 Revenue	$252K (£198K)	$630K (£495K)	$1.2M (£943K)
Year 5 Revenue	$420K (£330K)	$1.05M (£825K)	$2.4M (£1.9M)
Year 5 Valuation (2–5×)	$840K–$2.1M	$2.1M–$5.25M	$4.8M–$12M

Cost base: ~$600/mo (hosting, tools, subscriptions) | Gross margin: 95% | No inventory, no COGS, no warehousing

SCALE PLAN

From 5 to 30 Clients
One Operator

AI + automation stack enables 10× throughput versus traditional CFOs

Auto-Reporting
QBO/Xero → Fathom → Client dashboards refresh automatically

AI Analysis
Variance analysis, commentary, anomaly detection — AI-assisted

Zapier Workflows
Onboarding, invoicing, task creation, reminders — all automated

Custom Portal
Client-facing dashboard built by us — competitive moat

Client capacity per week with AI stack:

Traditional CFO

3-5

With Automation

10-15

BlackpeakCFO

25-30

USE OF FUNDS

£10,000 Investment

Founder Draw — Working capital while building pipeline £5,000

Advertising — Google Ads, LinkedIn campaigns £3,000

Infrastructure — Hosting, tools, subscriptions £1,000

Reserve — Contingency buffer £1,000

Organic strategy (50 state pages) means £3K ad budget is accelerant, not necessity. Even with £0 ads, SEO compounds to replace paid channels by month 6.

HONEST ASSESSMENT

Strengths & Risks

Strengths

95% gross margins — near-zero variable costs
ACMA CGMA — globally recognised credential
Tech-first approach — 10× throughput advantage
50-state SEO moat — few competitors have this
$6B market growing 15-20% annually
Recurring revenue model (monthly retainers)
No inventory, no warehouse, no COGS
Cross-border US/UK capability (rare)
€600M+ advisory board — institutional credibility

Risks & Mitigations

Key-person risk → Advisory board + SOPs + AI systems for scalability
Revenue takes time → £5K runway + immediate network outreach
SEO takes 3-6 months → Paid ads bridge the gap
US market entry from UK → Virtual presence + local numbers
Client concentration risk → Diversify across states & industries

VISION

5-Year Roadmap

Q2 2026
Foundation

Launch 50-state site. First 5 clients. Establish SOPs and automation stack. Google Ads live.

Q4 2026
Traction

8-10 clients. SEO ranking in 20+ states. First organic inbound leads. £15K/month revenue.

2027
Scale

15-20 clients. First subcontractor hire. AI reporting fully automated. £35K/month revenue.

2028
Expand

25+ clients. 2-3 associate CFOs. Industry verticals. UK & US established. £60K/month revenue.

2029-30
Exit Ready

30+ recurring clients. £1M+ ARR. Acquisition target at 2-5× revenue = £2M–£5M valuation.

THE ASK

Investment Terms

£10K Total Investment

5% Revenue Share (Quarterly)

Structure	Revenue share — not equity. 5% of gross revenue paid quarterly.
Cap	Returns capped at 3× investment (£30,000)
Buyout Option	Founder can buy out remaining obligation at any time at 1.5× outstanding
Investor Role	Senior Advisor — title on website, listed in "Our Network"
Worst-Case Return	Even worst scenario: 3.8× return over 5 years (£38K on £10K)

This is a revenue-share, not equity dilution. Investor carries zero liability. Clean, simple, founder-friendly.

Why Now?

① The talent crisis is at peak. 340K accountants gone. Firms are desperate. Window is open NOW.

② AI gives us a 10× advantage. Competitors are still doing this manually. We're automating from Day 1.

③ SEO compounds — first mover wins. 50 state pages now means we outrank everyone by year 2. Starting later costs 10× more.

④ The infrastructure is built. Site live. Portal ready. AI stack operational. We just need fuel.

⑤ £10K returns £30K+ with near-zero risk. Revenue-share structure. No equity given. No liability. Pure upside.

Let's Build This Together

The market is ready. The tech is built. The team is assembled.
All we need is ignition.

Stuart Wilson, ACMA CGMA

Founder & Managing Director

Get in touch

blackpeakcfo.com

CONFIDENTIAL — JUNE 2026

Investor Access

BlackpeakCFO™

The AccountingTalent Crisis Is Real

A $6 Billion MarketGrowing 15–20% Per Year

BlackpeakCFO™

50-State SEO Domination

The Strategy

Keywords That Convert

The Organic Flywheel

How Clients Find Us

Organic Channels (£0 cost)

Paid Channels (from £2K budget)

Search Engine Coverage

Stuart WilsonACMA CGMA

We're a Firm — Backed by €600M+ in Deals

One Operator. 30 Clients.10× Throughput.

Realistic Cost Breakdown

Three Scenarios

From 5 to 30 ClientsOne Operator

£10,000 Investment

Strengths & Risks

Strengths

Risks & Mitigations

5-Year Roadmap

Investment Terms

Why Now?

Let's Build This Together

The Accounting
Talent Crisis Is Real

A $6 Billion Market
Growing 15–20% Per Year

Stuart Wilson
ACMA CGMA

One Operator. 30 Clients.
10× Throughput.

From 5 to 30 Clients
One Operator