General Description of the Company Blackcrown Inc, (“Blackcrown”), DBA Future Advice (www.futureadvice) is an independent wealth management firm that provides Qualified Institutional Buyers [“QIB”] and Qualified Purchasers [“QPs”], whom are exclusivelyd independent Registered Investment Advisors (“RIAs”) or independent Broker Dealers (“IBDs”) with outsourced financial planning service bureau, CRM Completion services, KPI management solutions for practice management growth and regulatory compliance, KPI management for KYC, IPS, and FinCEN governance, and protecting an QIB’s capital expenditure investment into Salesforce Financial Services Cloud regarding an investment company registered under the Investment Company Act or any business development company as defined in section 2(a)(48) of the Securities Act. Blackcrown advises clients’ investment interest in privately held firm entity matters as they often contribute a meaningful, if not majority to the net worth of the client. We DO NOT provide investment advice nor financial advice to retail customers. We DO NOT take custody of assets. Blackcrown provides RIAs with an extensive range of integration advisory services for use by RIAs with their practice either through a direct relationship or through its management consultancy brands, Future Advice and Future KPIs. If relating to matters regarding CRM technologies, Blackcrown will provide the service through www.futureadvice.com (“Future Advice”). Blackcrown’s corporate investment advisory services is designed to help entrepreneurs building their independent RIAs and helping investment companies such as Independent Broker Dealers create enterprise value by increasing the capacity for Free Cash Flow to the Firm (“FCFF”); we do this with active CRM management solutions provided by www.futureadvice.com and www.futurekpis.com. Blackcrown has been in business since 2005. Prior to engaging Blackcrown to provide any of the foregoing investment advisory services, the client is required to enter into one or more written agreements with Blackcrown setting forth the terms and conditions under which Blackcrown renders its services (collectively the “Agreement”). This disclosure brochure describes the business of Blackcrown. Advisory Services Blackcrown offers investment advisory services to Qualified Purchaser (“QP”) as defined in the Investment Company Act of 1940. Under Section 2(a)(51) of the Investment Company Act, a “Qualified Purchaser” is:
• A person holding $5MM or more in investments
• A company holding $5MM or in investments owned by close family members
• A trust, albeit not one formed specifically for the investment in question, holding $5MM or more in investments
• An investment manager with $25 million or more under management
• A company holding $25 million or more in investments These services are provided, exclusively, to independent Registered Investment Advisors (“RIAs”) and their independent practice; notably CRM completion services relating to Salesforce Financial Services Cloud and providing a comprehensive integration solution around major systems that connect with the RIA’s CRM, thereby improving profitability, translating to greater enterprise valuation [for the practice] and contributing to the RIA’s absolute net worth. We do not offer advice on portfolio allocation or financial planning or investment planning regarding to publicly traded investment portfolio comprising of publicly traded stocks and bonds. We do not offer investment advice on publicly traded investment portfolios, nor do we offer investment advice on personal investments relating to publicly traded stocks and bonds. We offer investment advice pertaining to practice performance management and private equity investments, for founder owned businesses and their privately and/or publicly owned companies where the client is a C-level executive on the executive management committee or on the board of directors, whereby the client’s majority net worth is related to their independent practice. We define investment advice as the following:
• CRM completion services within a fiduciary framework for independent RIA owners and Independent Broker Dealer (“IBD”) management teams regarding their CRM system, thereby ensuring their CRM systems are properly connected with portfolio, planning and custody/clearing systems, which helps scale REG BI across all households, track prospects, scale new account opening, scale client household maintenance, establish wallet share analytics, create critical practice management KPIs, deploy active- advisor performance tracking solutions, thereby increasing the value of the practice, and contributing to greater absolute net worth. This is provided through our management consulting service www.futureadvice.com
• Integrated Practice Due Diligence (“IPDD”) within a fiduciary framework for independent RIAs and IBDs to track operational KPIs, critical performance management analytics around rep/advisor activities regarding client financial accounts, and pre/post close M&A synergies & combination services that protects the firm’s valuations and aids in establishing post-close synergies of acquired practices and/or rep/advisor book of businesses. This is provided through our management consulting service www.futureadvice.com
• Fiduciary CRM advisory with KPI management to scale AML/CIP/KYC requirements and protect enterprise value for independent wealth management firms [either an RIA or IBD]. Our service supports the household oversight process with direct integration [from Salesforce CRM] to treasury sanctions lists. The fiduciary CRM ensures Salesforce is best setup to support the wealth management firm. This is provided through our management consulting service www.futurekpis.com
• Regulation KPI Management for Artificial Intelligence Solutions from CRM; independent RIAs seeking to establish generative artificial intelligence (“AI”) from their CRM system face tremendous hurdles such as organizing proper multi-custodial integrations, portfolio management system integrations, and financial planning software integrations without compromising personally identifiable information. This service enables independent wealth management firms to organize their CRMs such as Salesforce Financial Services Cloud with an integrated household with data points connected from a myriad of financial applications and custodians to enable forward looking generative AI solutions; this service can be considered a “Pre AI” data solution to enable independent wealth management firms to ensure integrity of financial advice.
• RIA M&A Combination & Synergy is investment advice for independent wealth management firms engaged in the business activity of acquiring other independent wealth management firms; ensuring household combinations are best integrated and merged to ensure integrity of financial advice, outlining the best combination of households to advisors with data backed from the portfolio management system, and multi-custodial integrations. We deliver this service through the independent wealth management firm’s CRM system, such as Salesforce Financial Services Cloud, and ensure the CRM system’s data has integrity and established workflows to ensure protect quality of advice.
• Outsourced Financial Planning Service Bureau for Senior and Next Generation Assets; this service supports independent wealth management firms with an outsourced financial planning service bureau, ensuring financial plans are conducted across senior clients and beneficiaries. We do not hold custody but provide an outsourced service bureau to help independent broker dealers and independent wealth management firms protect their practice value and ensure compliance with regulations concerning REG BI and fiduciary standards. CRM Completion Services from www.FutureAdvice.com Blackcrown helps it’s Qualified Institutional Buyers [“QIB”] with CRM management through its Future Advice brand [www.futureadvice.com], where the internet-based investment advisory services are provided exclusively through an enterprise CRM portal, Salesforce.com. Future Advice can provide its QIB clients with a broad range of CRM Completion services regarding the completeness of delivering practice management solutions with multi-custodian integrations, portfolio management system integrations, and planning software integrations. These services can include, but are not limited to, cash flow analysis, business planning, regulatory monitorships [applicable to clients whose main business and source of net worth is an investment company as defined by Rule 144A], digital mergers and acquisitions transaction advisory, turnkey target RIA book of business analytics, cybersecurity risk assessment and independent financial opinion’s on RIA acquisition targets through integration into the selling RIA’s multi- custodian, portfolio and planning system. Majority of QIB’s using enterprise CRM systems, notably Salesforce Financial Services Cloud, has licensed the open CRM platform with the purpose to integrate multiple financial systems together, all to drive greater productivity and establish greater household 360 insights regarding their investor clients financial

accounts. However, Salesforce is sold as an open-platform, and while the CRM can support 3rd party system integrations, it does not provide out-of-the-box industry integrations nor a pre-packaged solution that conforms Salesforce’s capabilities into the context of an independent RIA. Salesforce is always sold with a CRM consultant for data migration purposes. The QIB utilizing Salesforce often receives consultants that propose a high-cost time and material engagement without industry knowledge nor competency; CRM consultants have incentives that increase time and run against the best interest of the firm. Future Advice differentiates by providing CRM completion services with a best-interest framework that aims to lower the total cost of ownership [for Salesforce CRM setup and financial data system integrations] while delivering credible integrations and CRM completion services that drive practice analytics that increases efficiencies and unlocks capacity for free cash flow to the firm. Blackcrown tailors its advisory services to meet the needs of its QIB or QP clients and seeks to ensure, on a continuous basis, that client’s privately held interests in private legal entities are managed in a manner consistent with those needs and objectives. Blackcrown consults with QIB or QP clients on an initial and ongoing basis to assess their specific risk tolerance, time horizon, liquidity constraints and other related factors relevant to the management of their practice. QIB or QP Clients are advised to promptly notify Blackcrown | Future Advice if there are changes in their financial situation or if they wish to place any limitations on the management of their privately held interests, either direct or through a third party such as a private equity fund. QIB and QP clients can impose reasonable restrictions or mandates on the management of their privately held interests and privately held companies, if Blackcrown determines, in its sole discretion, the conditions would not materially impact the performance of a management strategy or provide overly burdensome to the Firm’s management efforts. Integrated Practice Due Diligence (“IPDD”) from www.futureadvice.com For independent RIAs engaged in the business practice of acquiring other RIA firms, Blackcrown provides pre-M&A data due diligence through the Future Advice brand [www.futureadvice.com]. Future Advice provides turnkey Quality of Book (“QoB”) insights of the selling RIA’s household through turnkey integration of portfolio, planning and multi-custodian systems. Working together with the legal team and investment bankers during the transaction process, Future Advice’s IPDD service provides transparency across the RIA M&A industry and ensures the RIAs clients are not negatively affected from RIA merger and acquisition activity. RIA M&A COMBINATION SERVICES from www.futureadvice.com For Independent RIAs acquiring multiple independent registered investment advisors, our Future Advice brand [www.futureadvice.com] provides consultancy services to help establish an RIA unification blueprint backed & supported by integrating with the RIA’s multi-custodian, portfolio management system, and financial planning software into CRM [Salesforce]. The integration generates a comprehensive breakdown of households by age, AUM, and other critical data points that enable the independent SEC registered firm to consolidate multiple books of business under a single practice. Fiduciary CRM Advisory from www.futureadvice.com SEC registered investment advisors establish their independent practices with independent software vendors and a qualified custodian to satisfy SEC custody rule [17 CFR Parts 275 and 279]. Because of the custody rule, for independent software systems to organize, they must have connectivity with the qualified custodians. With major platforms such as Salesforce Financial Services Cloud, the Salesforce account executive introduces an SEC registered investment advisor to a CRM certified consultant with understandings of Salesforce technology but not with the understandings of wealth management. Notwithstanding, these independent Salesforce consultants are privy and overseeing Personally Identifiable Information (“PII”) during the CRM data migration process, which posits tremendous cyber security risks, notwithstanding the CRM consultants hold considerable conflicts of interest with the independent RIA; these CRM consultants are time & material, where the incentives are to prolong the CRM migration and setup process, less about delivering defined solutions within a reasonable time, which disenfranchises the independent RIA, which in turn, creates greater risks of quality advice for the RIA’s end retail customer that are both individuals that are High Net Worth and individuals that are not High Net Worth. The net result, industry wide, are independent RIAs spending precious operating expenses that their retail clients have remitted to the RIA [for financial advice] to be spent on CRM consultants that expense the RIAs time, anywhere from 8-24 months, with expenses expanding to $50,000 to $150,000 to setup Salesforce. Blackcrown provides fiduciary CRM advisory to ensure CRM technologies are setup properly and provides a comprehensive data migration service with defined fee structures that ensure technology costs and projects operate under Regulation Best Interest (“Reg BI”), ensuring CRM systems are delivered under regulatory covers, with protections around PII and with adherence to timely Salesforce setup processes that improves the enterprise value of the independent RIA. Services included with our Fiduciary CRM advisory includes CRM data migration completion, CRM foundation data to establish foundational CRM data that generates accurate generative artificial intelligence (AI) outcomes. Regulation KPI Management for Independent RIAS Building AI from CRM Systems from www.futurekpis.com We provide independent registered investment advisors a regulated KPI management solution that organizes the CRM data to become accurate with multi-custodian data integrations, portfolio management system integrations, financial planning software integrations, thereby enabling accurate generative artificial intelligence (“AI”). Comparatively, firms are traditionally left to work with independent consultants that do not have the best interest for the financial advisors retail clients when seeking to provide data management solutions for financial advisors. Regulation KPI Management for Independent Broker Dealers Building AI from CRM systems from www.futurekpis.com We provide independent broker dealers a regulated KPI management solution that organizes the CRM data to become accurate with multi-custodian data integrations, portfolio management system integrations, financial planning software integrations, thereby enabling accurate generative artificial intelligence (“AI”). Comparatively, firms are traditionally left to work with independent consultants that do not have the best interest for the financial advisors retail clients when seeking to provide data management solutions for financial advisors. For broker dealers, this fiduciary service applies to house account management when the back office system is NETX360 and Albridge. Regulation Advisory and Monitoring for FinCEN AML/KYC/CFT rules from www.futurekpis.com Generally, SEC registered investment advisors (RIAs) and Exempt Reporting Advisers (ERAs) have been exempted from most AML rules. However, we see and expect the Financial Crimes Enforcement Network (FinCEN) of the U.S. Department of Treasury to succeed in the proposed rulemakings, where RIAs and ERAs will become legally subject to greater reporting requirements, determining that RIAs and ERAs are indeed “financial institutions” under the BSA, subjecting this niche market that oversees over $100+ Trillion in assets to adhere to greater AML rules. RIAs, ERAs and IBDs need to have active FinCEN KPI management and monitoring service, which Blackcrown provides to these wealth management firms. Through www.futurekpis.com, we ensure our clients, designated as QIB’s, can grow the value of their practice, and ensure all households are automatically compliant with turnkey integration of CRM/Salesforce with Treasury AML/KYC registry [real-time]. Outsourced Financial Planning Service Bureau for Senior and Next Generation Assets from www.futureadvice.com. This service supports independent wealth management firms with an outsourced financial planning service bureau, ensuring financial plans are conducted across senior clients and beneficiaries. We do not hold custody but provide an outsourced service bureau to help independent broker dealers and independent wealth management firms protect their practice value and ensure compliance with regulations concerning REG BI and fiduciary standards. Notably for alternative investment recommendations, this service provides an independent financial planning intermediary to provide independent best interest and fiduciary audit reports on alternative investments for the wealth management firms book of business, notably for independent registered investment advisors and independent broker dealers whose book of business consists of trust entities, qualified purchasers, accredited investors, senior clients and beneficiaries.