Built for the full lifecycle
And the intelligence behind it
Fundraise, Tokenize, and Investor Experience run on a single connected platform — Genie Studio and Genie Investor, working in sync. Agentic Data Room adds a standalone AI intelligence layer for analysis, fund managers, and trailing dates.
Raise capital for real estate assets, completely and fast
Take any real-estate-asset offering from document upload to fully live investor microsite in 2 days. Manage your entire pipeline from one console, without uploads or surprises.
- A step-guided asset submission & document vault
- AI-generated investor microsite via Genie Investor
- Real-time pledge tracking and investor activity dashboard
- Reg D 506(c) compliant fundraising structure
Issue ERC-3643 security tokens and manage ownership on-chain
Go beyond fundraising — issue compliant security tokens, automate distributions and reserves, and maintain transparent, on-chain ownership records all from a unified workspace.
- ERC-3643 compliant security tokens on Tezos Custom
- Smart contract automated investor distributions
- Per-token NAV, price history, and tokenization lifecycle
- ONCHAINID blockchain identity for every investor
- On-chain ownership records and transfer compliance
A full AI-guided investor journey, from diligence to token claim
Give your investors a modern, frictionless experience: from AI-assisted diligence to digital subscription, eligibility checks, funds transfer, and token claim — all in one portal.
- Diligent Dave — hallucination-free AI Q&A on every deal
- KYC & accreditation identity verification layer
- DocuSign-powered Security Token Agreement signing
- 5-step ONCHAINID token compliance & claim flow
- Investor portfolio with distributions, NAV, and token performance
Institutional analysis, at agent speed
Get the insight CRE sponsors and fund managers expect for sponsors, asset managers, and analysts to analyze assets, monitor performance, and automate research workflows using a fleet of specialist AI agents.
- Asset Analysis — extract metrics, risks & signals from uploaded documents
- Agent Galaxy — Multi-agent CMBS, CRE & financial asset desk pipelines
- Trailing 8-K · 16-Q · I-9 (HUD/LIHTC) signals, risk assessment on any public ticker
- SEC Filings — Extract structured data from 10-K, 10-Q, 8-K, DEF 14A in seconds
- Podcast Generator — Convert deal documents into AI-generated investor briefings
The full lifecycle One platform
Schedule a 30-minute call. We'll walk you through the solution that fits your role — sponsor, investor, or analyst — and show you exactly how MosaicAI handles it end-to-end.
