How an emerging manager built institutional-grade dealflow with one AI agent.

A first-time fund manager

Impact

1 GP, no back office

Team

~1 hour

Diligence per deal

2 analysts

Hires avoided

The problem

A lean GP has no analysts — sourcing, diligence, chaser emails, and memos all land on the founder.
Without a back office, deal sourcing and IC-grade diligence don't scale past a handful of deals.
Generic AI tools cap out at a few dozen files and need hundreds of prompts per memo.

How they used Collar

Collar's deal agent sources opportunities across PitchBook, Bloomberg, and public sources every morning, screened against the thesis.
It outreaches to targets, connects their datarooms, and coordinates intro calls automatically.
One click generates the dataroom summary, diligence report, financial model, and IC memo — adapting to the GP's judgement over time.

Measured outcomes

1 GP, no back office

Team

The founder runs sourcing and diligence solo, with no new hires.

~1 hour

Diligence per deal

Diligence that took a full week is done in about an hour per deal.

2 analysts

Hires avoided

Every deal is citation-backed and auditable for the IC.

More case studies