How an individual investor researches private deals like an institution.

A private individual investor

Impact

Just you

Team required

None — your call

Advice given

~1 hour

Research per deal

The problem

Individual investors get pitched deals but have no team to research them — the analysis institutions take for granted is out of reach.
Reading hundreds of pages of decks, financials, and legal documents alone means risks get missed.
Hiring analysts or advisers for a handful of personal deals doesn't make sense.

How they used Collar

Uploaded each opportunity's documents to Collar — decks, financials, contracts — with no file limits.
Collar ran the same analysis it runs for funds: dataroom summary, risk flags, financial model, and a plain-language research memo.
Follow-up questions to the deal sponsor were drafted automatically, and every answer came citation-backed against a real document.

Measured outcomes

Just you

Team required

Institution-grade research on every deal, without hiring anyone.

None — your call

Advice given

Risks flagged that would have been missed reading alone.

~1 hour

Research per deal

Collar never recommended a deal — the final call on every decision stayed with the investor.

More case studies

End-to-end private credit workflows, from dataroom and underwriting to credit memos and IC.

An AI deal agent for solo and emerging GPs — source deals every morning, run diligence, and produce IC-grade memos without a back office.

See what Collar can do for your team.

30 minutes. We'll scope a pilot tailored to your workflows.

The Collar Guarantee: full refund if the pilot doesn't demonstrate value by month 2.