Building an institutional shareholder base from a retail register.

Consumer brand, ~$300M market cap, thin float

Impact

Repeatable

Outreach motion

One system

Investor record

Tools replaced

usecollarai.com

The problem

Ownership skewed heavily retail, with high turnover and no institutional anchor.
No consistent narrative: every investor conversation started from scratch.
Conference season produced business cards, not positions.

How they used Collar

Commissioned coverage to give institutions a cited, current document to underwrite from.
Screened for funds holding consumer peers at comparable float and liquidity, scored for fit.
Every meeting, question and follow-up logged, so the second conversation built on the first.

Measured outcomes

Repeatable

Outreach motion

A repeatable outreach motion: report, targeted note, meeting — instead of cold conference intros.

One system

Investor record

Institutional conversations progressed across quarters because nothing was forgotten between them.

Tools replaced

One system replaced the agency, the spreadsheet and the shared inbox.

More case studies

Coverage, earnings and investor targeting for a software company the sell side never picked up after IPO.

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.

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.