Built to help you run investor relations.
Earnings calls, investor targeting, and research on comparable companies —
all on one platform.
You tell the story. We run the calendar.
CoverageEarningsEmailsTargetingInvestors
Collar is your IR partner.
It connects your past 15+ years of context into investor intelligence that's yours to own.
Built around the way investor relations actually works.
- Quarterly earnings calls
- Preparing for all your roadshows and conferences
- Building the investor target list
- Understanding your daily stock movements
- Keeping up with the SEC's governance
Weekly peer review
Monday brief
7 sources Sent 06:00What you get on Collar.
Earnings and Q&A prep
Earnings prep packet built from your filings, transcripts and peers.
- Question bank drawn from your past calls, your peers' calls and the analysts who cover you
- Rehearsal drill against analyst and portfolio manager personas, so you practise against the style of the room
- Script and tone score before you go live
- Holding statements for the questions you cannot answer yet
- Verification log with a source and a confidence score on every number
- Live prompts during the call itself
Q2 FY2026 EarningsFinancials extractionText + OCRPress releaseDraftedCall scriptRemarksQ&A bankAnticipatedSourcesCitationsDeliverables
Press releaseCall scriptFollow-up emailsQ&A bankInvestor deck8-K draftVisual assetsClose package in Five phases Seven outputs Call-readyInvestors
Target list ranked by fit, down to the portfolio manager rather than the firm.
- Which part of your story each one is listening for
- Who holds your peers and not you, across the US, Europe, Asia Pacific and the Middle East
- Investor CRM. Every call, email and meeting logged against the fund
- A brief before each meeting, and a read of what was signalled after it
NC Northstar CapitalSmall-cap value · $1.4B AUM · NY QualifiedFit memo · citation backed No sector position High turnover Min position size Style drift PromotePromoted Find contactDraft outreachBook meetingFound Scored Screened In targetsPR documents and coverage
Press releases, board packs and management summaries drafted in your house voice.
- Who covers you now, and the desks that should
- Ownership and flow changes as they happen
- Why the stock moved, on the day it moved
- Every investor relations event on one page instead of scattered across a calendar
Investor relationsYour KPIsActive targetsMeetings bookedOutreach to meetingNovJanMarMayJulTargeted412Contacted96Meetings24Holders11Your metrics Live volume Conversion Sort any way
Where the data comes from.
Collar pulls data from across the entire company to identify the best updates to flag at any investor event.
Company Brain
We integrate with your CRM, filings, past decks, scripts, board papers, policies, monthly financials, product updates and sales wins.
Conversations
Gmail, Outlook, Slack, WhatsApp and more. Every investor exchange between IR and management, along with every key update sent through any channel, never falls through the cracks.
SEC EDGAR
Salesforce
Preqin
Gmail
Outlook
Slack
Teams
WhatsApp
WeChatIntegrations
Publicly available integrations such as SEC filings and stock exchanges, and privately available ones such as data providers like FactSet and CRMs like Salesforce. Collar can connect to all your existing platforms.
An earnings pack in a day, not three weeks.
Earnings packets, question banks, and peer comparisons built in an hour instead of a fortnight.
Investors ranked by fit at every roadshow. Spend more time talking to the investors that are aligned.
Reach global money and buy-side coverage across the US, Europe, APAC, and the Middle East.
Automate the most tedious IR work.
Weekly peer review
Monday brief
7 sources Sent 06:00Routines and agents for your IR calendar
Get comp-set briefs, a monitoring agent on 13F updates, and more. Run routines for your IR needs securely.
IR dashboard
Report on your internal KPIs and watch investor conversion. Track ownership, turnover and new Q&A themes every quarter.
Materials in your firm's format
Every press release, deck and report follows your firm's format and tone. Collar builds with reference to your house style.
Trusted data, from where the work already happens.
80+ integrations across filings, market data, investor conversations and your systems of record.
Collar can customise integrations to your firm.
Security
Built for public companies. Secure by construction.
- No training on your data.Your content — including material nonpublic information — 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 | Close packages, filings and messages stay in your environment and region. Nothing is copied out. |
| Model training | Never. Your content, including MNPI, trains no model, ours or anyone else's. |
| Agent isolation | Each agent runs in its own sandbox and reads only the workspace it was given. |
| Access control | Role based permissions with walls between pre- and post-announcement material. Revocation is immediate. |
| Audit | Exportable audit. Every output is logged with agent, user and document. |
| Provenance | Any figure in a release, script or report opens back to its source page. |
| Keys and secrets | Your keys, your key management. Collar holds no long lived credentials. |
Built by former buy-side investors, AI experts and intelligence officers.
The team combines expertise from top financial institutions, tech companies and academia. The people who used to evaluate investments now write IR for undercovered companies.
