Finance

Private credit deal agents, from sourcing and underwriting to IC.

>$1 Billion Asset Manager

Impact

Deals per analyst

-80%

Credit & IC prep

30% cheaper

Cost saving

usecollarai.com

The problem

Existing financial agent solutions don't cover the end-to-end private credit workflow, leaving analysts to keep prompting through underwriting and diligence.
Market solutions are expensive, with monthly costs in the tens of thousands.
Over 300 iterations of queries to produce IC-grade credit memos and investment decks.

How they used Collar

Customised agents to the fund's credit box, investment philosophy, and deal processes.
One-click deployment of self-learning agents to run the entire workflow: from dataroom to credit underwriting and borrower due diligence to credit memos and IC.
Private-credit expertise built in end-to-end, with the same agents extended to public-market coverage and ongoing covenant and portfolio monitoring.

Measured outcomes

Deals per analyst

3x number of deals per analyst.

-80%

Credit & IC prep

30% cheaper than alternative solutions.

30% cheaper

Cost saving

80% time saved on borrower due diligence and credit memo / Investment Committee prep.

usecollarai.com

Auto-generated credit model with valuation outputs.

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See what Collar can do for your team.

30 minutes. We'll scope a pilot tailored to your workflows.

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