Built for the whole deal funnel.
Source, diligence and write the memo on one platform. It runs in your cloud and cites every claim to a document.
You make the investment judgement. We run the funnel.
SourceDiligenceEmailsMemoDecision
Most funds run five different AI tools.
Collar is one system, with context and intelligence you own.
Every deal conversation in one place.
Deals move across email, WhatsApp and WeChat. Collar pulls every thread into one inbox, reads it in context, drafts the reply and files what matters to the right deal.
- Gmail, Outlook, Slack, Teams, WhatsApp, Telegram, WeChat and WeCom in one list
- Replies drafted from the whole thread
- Attachments filed to the dataroom on arrival
- Priority triage, saved views and auto reply
ConversationsAll channelsGm Ou Sl Wa Tg WcPriorityPriorityProject HelvetiaPrivate creditCovenant headroom 4.1% WhatsApp Deck p.14KH JY KS Firm memoryOne inbox Auto-triage Linked to deal Whole teamDeals that fit the mandate, before they reach a banker.
Collar screens PitchBook, Preqin, Tracxn, Bloomberg and your own network against your thesis. Each candidate arrives scored, with a fit memo and the risks named.
- AI score and a cited fit memo for every candidate
- Risk flags, from undisclosed round size to unproven technology
- Outreach drafted and sent, dataroom connected on reply
- New deals every morning, intro calls scheduled for you
NR Northstar RoboticsAutonomous logistics · Seed · SF QualifiedFit memo · citation backed No round size Pre-revenue Capital heavy Crowded field PromotePromoted Find contactDraft outreachRequest data roomSourced Scored Screened In pipelineAuditable diligence. One click from dataroom to IC.
Point Collar at the dataroom. It ingests every file, scans included, and runs your diligence framework phase by phase. Every figure points to the page it came from.
- 1,000+ files per deal, with OCR for scanned pages
- Diligence run on your framework, not a generic checklist
- Deterministic financial model, no invented numbers
- Citation appendix, every claim traced to a document and page
Project HelvetiaDataroom extractionText + OCRDataroom summaryGapsDue diligenceFrameworkFinancial modelDeterministicSourcesCitationsDeliverables
Dataroom summaryDue diligence reportFollow-up emailsFinancial modelIC reportIC deckVisual assetsDataroom in Five phases Seven outputs IC-readyFirm memory you own.
Every call, message, deal and document becomes firm memory. Ask about any past deal, check what a counterparty said two years ago, and bring a new hire up to speed on day one.
- Ask anything across the firm. Answers come with sources
- Companies, people and topics extracted automatically
- Save the answers that matter
- Your memory only. It works for you and no one else
12 Companies & people 19 Topics & ideas 31 Document notes 62 Saved answersAskWho owns the Helvetia relationship?IC memo · Mar 26 Call · 14 AugEvery document Every deal Ask anything Citation backed
An IC-ready memo in a day, not a week.
Diligence across 100+ documents. Two analysts took a week.
A month of analyst time recaptured. Seniors back on judgement.
Institutional investors piloting Collar. Backed by Y Combinator.
Automate the work around the deal.
One instruction produces the whole pack. You keep the judgement.
Weekly deal review
Monday brief
7 sources Sent 06:00Routines and agents, built for your firm
Weekly deal reviews before Monday, a monitoring agent on your targets, a first pass contract review. Pick a routine or build one from your playbook. It runs on schedule, in a sandbox, and leaves you a brief.
Portfolio dashboard, measured your way
Report on your own KPIs. Watch conversion from sourced to screened to diligence to IC. Sort the pipeline by time, sector or deal size.
Materials in your house format
The IC report follows your past memos. The deck uses your template and the target's assets. The model is deterministic Excel built from deal data.
Trusted data, from where the work already happens.
80+ integrations across market data, conversations and your systems of record.
Not listed? Collar connects to anything with an API, and to the rest through your own environment.
Security
Built for institutions. Secure by construction.
- No training on your data.Your content never trains Collar's models or anyone else's.
- Your data stays inside your walls. Collar runs in your cloud. Egress is denied by default.
- Sealed agents. Each agent runs in an isolated sandbox with scoped permissions.
- Audited and traceable. Every read, write, email and egress attempt is logged. Every output is cited to its source page.
data
agent
shared models
Audit log
| Deployment | Your cloud, your VPC, or fully air gapped. Collar runs the software, you hold the infrastructure. |
|---|---|
| Data residency | Documents, datarooms and messages stay in your environment and region. Nothing is copied out. |
| Model training | Never. Your content trains no model, ours or anyone else's. |
| Agent isolation | Each agent runs in its own sandbox and reads only the deal it was given. |
| Access control | Role based permissions with per deal walls. Revocation is immediate. |
| Audit | Exportable audit. Every output is logged with agent, user and document. |
| Provenance | Any figure in a memo or model opens back to its source page. |
| Keys and secrets | Your keys, your key management. Collar holds no long lived credentials. |
Built by former private market investors, AI experts and intelligence officers.
The team combines expertise from top financial institutions, tech companies and academia to create technology that multiplies your investor edge.
See Collar run on your own deals.
Bring a live dataroom. We show you the summary, the diligence report, the model and the memo, every figure traced to your documents.