Join the Agentic AI revolution by investing in a company led by an expert team with $100M in sales online & distribution to 10 million+ small business owners.
We’re leading the way in a $4.4 Trillion economic growth opportunity.








The bigger your investment, the deeper your discount. Which means your equity locks in at a lower valuation ahead of our next raise. More ownership. More upside. Stronger positioning. All projections shown are illustrative only and based on internal planning, not a promises or guarantee.
Source: Statistica.com
Source: cbinsights.com
Source: mckinsey.com
Source: cnbc.com
SMB Annual Software Spent
Global Small Businesses
SMBs Aren’t Using AI
Source: analysysmason.com
AI is expected to add $4.4 trillion to the global economy and nearly 76% of that growth will come from small businesses adopting automation. That’s exactly who we serve.
Small businesses are already spending $1.6 trillion annually on software. With our tools and distribution, we don’t need the whole market just a small slice to win big.
AI is expected to grow at 37.3% per year through 2030.
Everyone wants in, but most don’t know where to invest. We do.
We move fast on what others miss. When we spot a gap in the AI market, our in-house AI engineering team builds, tests, and launches new tools in weeks
We develop missing AI tools fast. Designing, building, and deploying within weeks.
We rapidly build what’s missing, AI tools the market needs now, using our global engineering team.
When we buy a company, we don’t just plug it in, we supercharge it. Every acquisition gets immediate lift from our shared infrastructure: centralized ops, brand equity, distribution, support, and proven conversion systems.
This model compounds. Each acquisition strengthens the next, unlocking leverage, speed, and valuation growth with every deal we close.
We’ve already raised $4M, closed 4 strategic deals, and assembled an A-list execution team. Now we’re scaling fast with momentum, infrastructure, and real traction.
From Anthropic at $61.5B to Zapier at $5B, the next wave is already here and UgenticAI is positioning itself early.
We acquire and launch scalable AI tools with built-in distribution, then unlock investor liquidity through Reg A, strategic acquisitions, and a $350M IPO target within 2.5 years.
We’re moving fast. Our goal is to go public at a $350M+ valuation in 2.5 years, and scale from there. Every acquisition, every product launch, and every distribution channel is built to drive compounding enterprise value. Now’s the window to get in early.
Reg A capital raised
IPO target within 2.5 years
Long-term vision powered by scale
AI is moving fast but 76% of the world’s 450 million small businesses are still stuck with no clue where to begin.
We’re changing that.
UgenticAI is building the go-to ecosystem of agentic tools designed specifically for entrepreneurs, founders, and small business owners.
Anik Singal has built multiple 7-figure businesses over 20+ years, with:
CEO | Leading M&A
in sales
followers
experience
CFP
experience as CFO
company executive
companies expanded with his help
VP, OPS & M&A
in M&A with multiple exits
experience scaling data-driven ventures
portfolio companies advised on risk analysis, GTM, and growth strategy
VP, OPS & M&A
in M&A with multiple exits
experience scaling data-driven ventures
portfolio companies advised on risk analysis, GTM, and growth strategy
VP of capital marketing
in digital marketing experience
Implementation and management of marketing systems and sales funnels for lead generation and conversion
VP of investments
investment banking experience
in mergers & acquisitions
in equity capital raised
Director of media & partnerships
affiliate marketing experience
Multiple 7-figure product launches and ROI-driven campaigns. Architected high-converting funnels across evergreen offers
Future chairman
as a c-suite executive
IPOs
experience
We’re not offering shares at a fixed price. We are selling a SAFE, which stands for a Simple Agreement for Future Equity. This meansyour investment will convert into equity at a future financing round — at a valuation based on how much you invest today.
The minimum investment is $5,000. Because this is a convertible note, you’re not purchasing shares today — your investment will convert into equity in the future at a discount based on your investment tier.
Q: Why should I invest?
You’re investing in the early stages of a company building the execution layer of the AI economy. At UgenticAI, we acquire and scale AI companies that help founders scale faster and investors gain diversified exposure without betting on a single startup. We’re building a portfolio of agentic tools — from digital avatars to automation engines — all supported by centralized infrastructure and strategic distribution. You can invest now, at the ground floor
Absolutely. We’re just getting started. UgenticAI is actively building and acquiring AI companies across multiple verticals — from marketing compliance tools to multi-agent workflow platforms. Our long-term model is to scale each company independently while unlocking shared infrastructure, growth channels, and investor upside.
Because most big tech companies are focused on building individual AI tools — not creating the infrastructure to scale and monetize them across a portfolio. UgenticAI isn’t just launching one app or feature. We’re building a system that clones expertise, automates workflows, and distributes agentic tools across verticals — all under one holding company.
Proceeds from this raise will be used to accelerate product development, scale our core platform (UgenticIQ), acquire high-potential AI companies, and expand our go-to-market efforts. We’ll also invest in hiring, infrastructure, and licensing as we grow our portfolio and prepare for broader distribution.
As with any early-stage investment, there’s risk and no guaranteed return. However, if UgenticAI experiences a successful exit — such as an acquisition, going public, or a future liquidity event — your convertible note could convert into equity, which may then be sold or monetized. The goal is simple: as we grow the value of our portfolio and company, your early investment positions you to benefit from that future upside.
While we don’t plan to initiate a public listing within 12 months of this Reg D offering, our goal is to pursue a public offering within the next 24 months. We’re focused on scaling revenue, expanding our AI portfolio, and positioning UgenticAI for a strong entry into the public markets when the timing aligns.
This offering is under Regulation D and is limited to accredited investors. While there’s no formal lock-up period, investments in convertible notes are generally illiquid and not traded on public exchanges. You may be able to sell or transfer your investment in a private transaction, subject to applicable securities laws and approval by the company. We recommend viewing this as a long-term opportunity with potential liquidity at a future conversion or exit event.
As a private company operating under Regulation D, UgenticAI does not have a live or publicly tracked valuation. However, we’re committed to transparency and long-term value creation. Investors will receive regular updates through our investor communications and dedicated channels as we grow.
Because this is a convertible note offering, you’re not receiving shares immediately. Instead, your investment will convert into equity at a future financing round, based on the discount terms you qualified for.
After your funds clear and your subscription is accepted, you’ll receive an executed copy of your subscription agreement — this serves as your official proof of investment. You’ll also receive updates as the note progresses toward conversion.
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:
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.
UgenticAI is a holding company that acquires and builds high-potential AI companies with a focus on automation, agentic workflows, and digital avatars. Our mission is to create the infrastructure that powers the next generation of founder tools — tools that help entrepreneurs scale without burning out.
We operate across multiple verticals, but every company we launch or acquire plugs into our shared infrastructure, centralized growth systems, and monetization strategy. This model allows us to scale faster, lower costs, and give investors diversified exposure to the AI economy — without betting on a single startup.
UgenticAI is headquartered in Rockville, Maryland.
UgenticAI has approximately 28 full-time and part-time team members across product, engineering, operations, and growth.
Our path to profitability is driven by scaling software revenue and reducing customer acquisition costs. As we grow our platform (UgenticIQ) and portfolio companies, we’re shifting from upfront acquisition spend to recurring SaaS revenue, licensing deals, and enterprise integrations.
Because we own both the infrastructure and distribution, we can scale efficiently — monetizing through avatar subscriptions, workflow agents, and AI tool licensing, while keeping margins high and overhead lean.
AN INVESTMENT IN OUR SECURITIES INVOLVES A HIGH DEGREE OF RISK. IN MAKING AN INVESTMENT DECISION INVESTORS MUST RELY ON THEIR OWN EXAMINATION OF THE COMPANY AND THE TERMS OF THE OFFERING, INCLUDING THE MERITS AND RISKS INVOLVED. YOU SHOULD ONLY INVEST IN THESE SECURITIES IF YOU CAN AFFORD A COMPLETE LOSS OF YOUR INVESTMENT.
NEITHER THE SECURITIES AND EXCHANGE COMMISSION (“SEC”) NOR ANY STATE SECURITIES COMMISSION HAS APPROVED OR DISAPPROVED OF THESE SECURITIES OR PASSED UPON THE MERITS OF THIS OFFERING. ANY REPRESENTATION TO THE CONTRARY IS A CRIMINAL OFFENSE.
THIS COMMUNICATION DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF ANY OFFER TO BUY ANY SECURITY OTHER THAN THE SECURITIES OFFERED HEREBY, NOR DOES IT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF ANY OFFER TO BUY SUCH SECURITIES BY ANYONE IN ANY JURISDICTION IN WHICH SUCH OFFER OR SOLICITATION IS NOT AUTHORIZED, OR IN WHICH THE PERSON MAKING SUCH OFFER OR SOLICITATION IS NOT QUALIFIED TO DO SO.
THIS WEBSITE MAY CONTAIN FORWARD-LOOKING STATEMENTS AND INFORMATION RELATING TO, AMONG OTHER THINGS, THE COMPANY, ITS BUSINESS PLAN AND STRATEGY, AND ITS INDUSTRY. THESE FORWARD-LOOKING STATEMENTS ARE BASED ON THE BELIEFS OF, ASSUMPTIONS MADE BY, AND INFORMATION CURRENTLY AVAILABLE TO THE COMPANY’S MANAGEMENT. WHEN USED IN THE OFFERING MATERIALS, THE WORDS “ESTIMATE,” “PROJECT,” “BELIEVE,” “ANTICIPATE,” “INTEND,” “EXPECT” AND SIMILAR EXPRESSIONS ARE INTENDED TO IDENTIFY FORWARD-LOOKING STATEMENTS. THESE STATEMENTS REFLECT MANAGEMENT’S CURRENT VIEWS WITH RESPECT TO FUTURE EVENTS AND ARE SUBJECT TO RISKS AND UNCERTAINTIES THAT COULD CAUSE THE COMPANY’S ACTUAL RESULTS TO DIFFER MATERIALLY FROM THOSE CONTAINED IN THE FORWARD-LOOKING STATEMENTS. INVESTORS ARE CAUTIONED NOT TO PLACE UNDUE RELIANCE ON THESE FORWARD-LOOKING STATEMENTS, WHICH SPEAK ONLY AS OF THE DATE ON WHICH THEY ARE MADE. THE COMPANY DOES NOT UNDERTAKE ANY OBLIGATION TO REVISE OR UPDATE THESE FORWARD-LOOKING STATEMENTS TO REFLECT EVENTS OR CIRCUMSTANCES AFTER SUCH DATE OR TO REFLECT THE OCCURRENCE OF UNANTICIPATED EVENTS.
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Anik Singal is a serial entrepreneur with over 20 years of leadership experience, generating more than $150 million in digital sales and building a community of over 1.7 million followers.
He is passionate about helping businesses scale in competitive industries like education, SaaS, publishing, and marketing.
Anik is now leading Ugentic AI to build the world’s largest Agentic AI incubator, with plans to acquire 100+ high-potential startups.
Key Achievements:
Rich Ruggiero has over 45 years of financial management experience, including 30+ years in CFO roles.
He has advised over 50 companies, driving financial strategy, and has led major mergers and acquisitions.
Rich has worked in high-growth phases, supporting the scaling of early-stage companies and large public organizations.
Key Achievements:
Erin Lawless brings extensive expertise in scaling early-stage companies and executing complex M&A strategies.
As a practicing attorney, Erin combines legal rigor with operational fluency to streamline acquisitions and integrations.
Her strategic leadership is crucial in building operational infrastructure for Ugentic AI’s growth incubator.
Key Achievements:
Olga Geistfeld brings over 10 years of leadership experience
at Lurn, transitioning from Customer Support Manager to
Director of Operations and Sales Operations.
Olga has a proven track record of enhancing operational systems and leading key initiatives. She played a critical role in the product development of Complily and is recognized for her data-driven approach and operational excellence.
Pete Prusinowski leads investor-facing marketing campaigns at Ugentic AI, specializing in high-conversion funnels, paid traffic management, and optimizing investor onboarding.
His expertise lies in translating complex AI investment opportunities into compelling narratives that drive measurable capital raise results.
Key Achievements:
Fahad Ahmad has over 20 years of experience in M&A, capital raising, and corporate development.
With a background at JPMorgan, Fahad has led over $4 billion in transactions and raised over $1 billion in capital.
His expertise in structuring high-impact acquisitions is critical to Ugentic AI’s growth strategy.
Key Achievements:
Allison Hoyt brings 16+ years of experience as a growth strategist specializing in affiliate and performance marketing. She has managed multiple 7-figure product launches and revenue-focused campaigns.
Allison’s expertise lies in building scalable digital strategies and managing partner relations.
Key Achievements:
Peter Goldstein is a seasoned entrepreneur and capital markets expert with over 38 years of experience. He has held key roles including founder, CEO, chairman, investment banker, and advisor to both public and private companies.
Peter specializes in equity and debt financing, strategic planning, compliance, and complex transaction structuring. He has led numerous successful IPOs, M&A transactions, and financing efforts, including multiple exits of companies he founded, with NASDAQ-listed entities among them.
Peter is the Founder & CEO of Exchange Listing, LLC, and the Founder & Managing Director of Emmis Capital. He is also the author of two Amazon best-selling books, The Entrepreneur’s IPO and The Investor’s IPO.
Key Achievements: