From zero coverage to a covered, call-ready quarter.

US-listed vertical SaaS, ~$450M market cap

Impact

Month 1

Coverage live

3w → 1d

Earnings prep

~70% less

vs agency retainer

usecollarai.com

The problem

Public for three years with no research coverage: investors who found the ticker had nothing current to read.
An IR agency retainer in the high five figures a year, producing a contact list and a monthly call.
Earnings prep took the CFO and controller three weeks each quarter.

How they used Collar

Commissioned Collar coverage: an initiation report on the company, maintenance notes after every filing, disclosed in every report.
Ran the full earnings workflow from the close package: press release, call script and Q&A bank, every figure cited.
Screened 13F and holder data for funds holding close peers but not the company, with outreach drafted from the coverage.

Measured outcomes

Month 1

Coverage live

Initiation report live within the first month of the engagement.

3w → 1d

Earnings prep

Earnings prep cut from three weeks to roughly a day of review.

~70% less

vs agency retainer

New institutional meetings booked from targeted outreach in the first two quarters.

More case studies

Institutional-grade research and investor access for a profitable device maker trading on stale numbers.

An earnings workflow and live coverage for a manufacturer whose backlog was buried in its filings.

Investor targeting and a live investor record for a brand with high retail ownership and no institutional narrative.

See what Collar can do for your ticker.

30 minutes. We'll scope coverage and an earnings cycle tailored to your company.

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