Regulation CF allows investors to invest in startups and early-growth companies. This is different from helping a company raise money on Kickstarter; with Regulation CF Offerings, you aren’t buying products or merchandise—you are buying a piece of a company and helping it grow.
Accredited investors can invest as much as they want. But if you are not accredited, your limit depends on either your annual income or net worth, whichever is greater. If the number is less than $124,000, you can invest 5%. If both are greater than $124,000, your limit is 10%.
Add all assets and subtract all liabilities, excluding the value of the primary residence. The result is your net worth.
We cannot give tax advice. Speak with an accountant or tax advisor before investing.
Early-stage investing involves risk. If a company fails, your ownership may lose all value. Voting power may be limited due to dilution. Exits, if any, can take 5–10+ years via acquisition or IPO. Treat startups as one part of a balanced portfolio.
The shares are not publicly traded. Liquidity generally occurs only if the company is acquired or goes public. These are long-term outcomes and may never occur.
Regulation Crowdfunding shares are subject to a one-year lockup with limited exceptions: sales back to the company, to an accredited investor, via a registered offering, or certain transfers to family or due to death/divorce.
Transfers allowed to: the issuer; an accredited investor; or family (child, stepchild, grandchild, parent, stepparent, grandparent, spouse or equivalent, sibling, in-law; including adoptive relationships).
If the minimum target is not reached, all funds are returned to investors after the offering closes.
See the landing page for the Regulation Crowdfunding offering for full disclosures.
You can cancel anytime until 48 hours before a closing. If funds are in escrow, they are promptly refunded upon cancellation. Use the investment portal to submit a cancellation.
At minimum, annual reports with certified financials will be filed with the SEC and posted on the company site within 120 days of fiscal year end, unless an exception applies.
You’re investing in UgenticAI, a holding company developing technologies and pursuing acquisitions of AI SaaS startups. Your investment helps us develop in-house technologies and acquire proven AI SaaS startups that fit into our ecosystem.
As an investor, you will own equity in UgenticAI in the form of Common Stock. There is no guarantee of any return on your investment. Early-stage investments are highly risky, and you should be prepared to lose your entire investment. If UgenticAI is successful in the future, the value of your shares could increase, but there is currently no public market for these shares and no guarantee that one will develop. Any future liquidity event (such as an acquisition or public offering) is speculative and may never occur.
The number of shares you receive depends on how much you invest and the current share price. For this Reg CF round, shares are priced at $0.06 each, and investors may also qualify for bonus shares depending on the investment amount.
Example:
$1,000 → 16,667 shares
$2,500 → 41,667 shares (+3% bonus)
$5,000 → 83,333 shares (+8% bonus)
$10,000 → 166,667 shares (+13% bonus)
All terms, including bonus shares, are subject to the official offering statement filed with the SEC (Form C).
These are Common Shares of UgenticAI, representing real equity ownership in the company. You’ll receive digital confirmation through our crowdfunding platform (Issuance Express), and your investment is recorded securely in compliance with SEC regulations.
You may cancel your investment commitment for any reason until 48 hours before the offering deadline. After that 48-hour period before the deadline, you may not cancel your commitment. Once the offering closes and funds are released from escrow, your investment becomes final and is not refundable. If there is a material change to the offering, you’ll be notified and have the right to reconfirm or cancel your investment. Details and instructions will be provided through the funding portal.
Your investment is in UgenticAI as a company, not in any specific product or subsidiary. UgenticAI is a holding company that develops AI technologies and may acquire AI SaaS companies. As a shareholder, your investment provides capital for corporate operations, technology development, and potential acquisitions across our business strategy.
This Reg CF offering will remain open until [specific date] or until we reach our maximum offering amount, whichever comes first. You can review all offering materials on the funding portal and should take the time you need to make an informed decision. The current offering terms, including any bonus share structures, are described in our Form C filing.