Select Investment Amount

If your investment qualifies for a bonus discount, it will be applied when your convertible note converts into equity during a future financing event. This means you’ll receive equity at a lower valuation cap based on your investment tier. Please note: your bonus discount will not appear in your DealMaker dashboard, but it will be documented in your executed subscription agreement and honored at the time of conversion.

Yes. After completing your investment, you can view your investment details, documents, and status anytime in the DealMaker Investor Portal. You’ll also receive a confirmation email with access instructions.

Investing in UgenticAI means you’re participating in an early-stage, private company. This is a long-term investment — not a liquid or publicly tradable asset.

Potential liquidity could come through a future exit event, such as an acquisition or IPO. While our goal is to pursue a public offering or other liquidity event within the next 2–3 years, this timeline is not guaranteed. Until then, your investment remains private and is expected to grow in value as we scale.

There is no maximum investment limit for this offering. As long as you are an accredited investor and meet the minimum investment threshold, you’re welcome to invest any amount above $5,000.

Q: How do I calculate my net worth?

To calculate your net worth, add up the value of all your assets (such as cash, investments, retirement accounts, real estate, etc.), then subtract all your liabilities (like credit card debt, loans, or other obligations).

Important: Do not include the value of your primary residence when calculating net worth for accredited investor status.

Only accredited investors can invest in this Regulation D offering. This typically means individuals with a net worth over $1 million (excluding their primary residence) or annual income over $200,000 individually — or $300,000 jointly — for the past two years, with a reasonable expectation of the same this year. Investors must also be 18 years or older.

Yes — investing in early-stage companies involves significant risk. Startups face uncertainty in execution, market fit, and scaling, and there’s a real possibility that your investment could lose all value if the company fails.

Additionally, private investments like this one are illiquid, meaning they can’t be easily sold or traded. It may take several years — typically 3 to 7 — before a potential exit event like an acquisition or IPO occurs, and there’s no guarantee that one will.

We encourage all investors to view this as a long-term, high-risk, high-upside opportunity.

UgenticAI is a privately held company, and this is a Regulation D convertible note offering, not a publicly traded security. Your investment is expected to convert into equity in the future, but it is illiquid and cannot be easily sold or traded.

A return on your investment would typically occur through a liquidity event — such as an acquisition, IPO, or other equity sale — where you may have the opportunity to convert and sell your stake. These events can take several years to materialize, and there is no guarantee that they will occur.

Early-stage investing carries risk, including the risk of losing your entire investment. This type of opportunity should only represent a portion of a well-diversified portfolio and is intended for long-term investors who understand the high-risk, high-upside nature of startup investing.

Because this is a Regulation D offering, your investment is subject to a one-year holding period under SEC Rule 144. During that time, your convertible note (and any future equity it converts into) cannot be resold publicly.

After the holding period, a private sale may be possible under certain conditions and with company approval, but there is no public market for these securities. This investment should be viewed as long-term and illiquid.

Yes — certain transfers are allowed during the one-year holding period under Regulation D. These include:

• Transfers back to UgenticAI (the issuing company)
  
  
• Transfers to another accredited investor
  
  
• Transfers to a qualified family member (including spouse, children, parents, siblings, in-laws, and adoptive relationships)
  
  
• Transfers due to death, divorce, or similar circumstances
  
  

While these exceptions exist, all transfers are still subject to securities laws and may require approval. For most investors, this should be treated as a long-term, illiquid investment.

You can review full investment details, terms, and company information directly on our DealMaker offering page. This includes offering documents, disclosures, and key information about the convertible note structure.

If you’re an accredited investor and have additional questions, you can also contact our investor support team for further clarification.