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Finance
Finance
Secure, custom domain expert agents for private credit and public market workflows.
>$1 Billion Asset Manager
Impact
3x
Deals per analyst
80%
Time saved
30% cheaper
Cost saving
usecollarai.com
01
The challenge
- Existing financial agent solutions do not cover end-to-end workflows, requiring analysts to keep prompting.
- Market solutions are expensive, with monthly costs in the tens of thousands.
- Over 300 iterations of queries to generate IC-grade investment decks and memos.
02
How they used Collar
- Customised agents to their investment philosophies.
- One-click deployment of self-learning agents to run the entire workflow: from dataroom to due diligence to IC decks.
- Domain and company expertise built in for every part of the deal workflow.
03
The outcome
3x
Deals per analyst
3x number of deals per analyst.
80%
Time saved
30% cheaper than alternative solutions.
30% cheaper
Cost saving
80% time saved on due diligence and Investment Committee prep.
usecollarai.com
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