Q: Is Collar an investment adviser or a broker?

No. Collar is research and workflow software. It does not provide investment advice or recommendations, does not offer, sell, or give you access to any investment, and is not a broker-dealer, investment adviser, or fiduciary. It organizes and analyses information about opportunities you already have — against criteria you set — and every investment decision stays entirely with you. Anyone doing private market work can use it: institutional deal teams, family offices, solo GPs, angels, and individual investors.

Question 1

What does Collar AI do?

Accepted Answer

Collar is your AI deal agent for private markets. It runs the entire deal funnel by itself — sourcing deals across platforms like PitchBook and Bloomberg, ingesting datarooms, running due diligence, sending chaser emails, and drafting financial models, IC reports, and IC decks — so you only have to make the investment judgement. It works the same whether you run a fund's deal team or invest your own money.

Question 2

How is Collar different from ChatGPT, Claude, or other AI tools?

Accepted Answer

Generic AI tools cap out at 10–50 files, need 20–300 prompts per output, and feed everyone's data into a shared model — so everyone gets the same output and no firm gets an edge. Collar has no document limits (500+ files per deal), produces reliable financial models, delivers consistent output in 1–5 prompts, and is fully personalised to your firm. Your data never trains a competitor's model.

Question 3

What happens once I decide to pursue a deal?

Accepted Answer

One click generates everything: dataroom ingestion of 1000+ files, a dataroom summary report, a due diligence report, follow-up emails to the target, a financial model, an IC report, and an IC deck — with all visual assets extracted from the target. Collar leaves the judgement to you.

Question 4

How does Collar handle emails and dataroom updates?

Accepted Answer

Collar auto-drafts your replies based on each conversation's context, and you reply to everything from one platform. Every conversation is linked to a deal, and any new information shared gets updated immediately into the dataroom — no manual re-uploading or re-prompting.

Question 5

Can I ask Collar about past deals?

Accepted Answer

Yes. You can ask about any deal your team has done and grab information from across your entire firm. Every answer is citation-backed and references a real document. You also get pre-built routines, skills, and agents — weekly deal reviews, a monitoring agent that scans public activity, a legal-risk skill, portfolio dashboard tracking, and more.

Question 6

Is my deal data secure?

Accepted Answer

Collar runs inside your own cloud — no deal data, documents, or LP information ever reaches Collar or any outside vendor. Every agent runs in an isolated sandbox with full auditability, so nothing bleeds between deal teams. And your diligence never trains a shared model: what Collar learns on your deals works for you and no one else.

Question 7

What results are teams seeing with Collar?

Accepted Answer

Deal teams use Collar to move from sourcing to IC memo faster, with fewer blind spots. Diligence on 100+ documents that took two analysts a full week is completed in an hour, recapturing around $20K per month in analyst time. As one Head of Private Credit put it: the financial models Collar produced were better than Claude, and the flags it raised caught things the team had missed.

Question 8

How much does Collar cost?

Accepted Answer

Every plan starts with a 1-month free trial. Pro is $1,000 per month for individual investors and lean teams (<5 seats), covering an agent running 24/7, up to 50 deals managed per month, a unified workspace, and integrations with PitchBook, Google Drive, and Claude. Larger teams and enterprises get a custom plan with co-developed proprietary agents, unlimited pipeline capacity, and founder-led onboarding — email jamie@usecollarai.com for pricing.

Question 9

Is Collar an investment adviser or a broker?

Accepted Answer

No. Collar is research and workflow software. It does not provide investment advice or recommendations, does not offer, sell, or give you access to any investment, and is not a broker-dealer, investment adviser, or fiduciary. It organizes and analyses information about opportunities you already have — against criteria you set — and every investment decision stays entirely with you. Anyone doing private market work can use it: institutional deal teams, family offices, solo GPs, angels, and individual investors.

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