Usecollarai
Collar is an AI-powered investor relations platform for small-cap US public companies. It automates earnings preparation, investor targeting, and research report generation by connecting to a company's CRM, filings, and transcripts. The platform provides live earnings call assistance, citation-backed research, and an AI front desk for investor inquiries.
- Artificial Intelligence
- AI Agents
- Data & Analytics
- Software Only
- Enterprise Software
- Financial Technology
Funding
Raised to date
$500KRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Founder details are not available yet.
Product
Problem
Most US-listed companies under $1 billion in market capitalization have little or no sell-side analyst coverage, leaving investors without context when evaluating these stocks. Investor relations teams at these companies spend weeks manually preparing earnings materials, researching investor fit, and drafting reports, which delays communication and reduces the quality of investor engagement.
Solution
Collar provides an AI-powered investor relations platform that automates the most time-intensive IR workflows, including earnings preparation, investor targeting, and research report generation. The platform connects to a company's CRM, filings, transcripts, and communication channels to build a searchable knowledge base, then uses that context to generate earnings prep packets, question banks, and peer comparisons in about an hour instead of a fortnight. During earnings calls, Collar delivers live data points, comp-set comparisons, and macro context as questions are asked. The platform also ranks investors by fit down to the portfolio-manager level, tracks ownership changes, and produces institutional-grade research reports with every claim cited to a source. The system runs in the client's own cloud with no training on client data, maintaining compliance with Reg FD requirements and providing a full audit trail.
Target Audience
Primary customers are investor relations teams at US-listed public companies under $1 billion in market capitalization, as well as the management teams and CFOs of these undercovered companies who need to manage investor communications and research coverage.
Features
- Live earnings call assistant that surfaces real-time data points, comp-set comparisons, and macro context as questions are asked
- Automated earnings prep packets built from filings, transcripts, and peer data, including question banks, rehearsal drills, and holding statements
- Investor targeting engine that ranks investors by fit score, identifies which part of the story each investor is listening for, and tracks holdings across US, Europe, APAC, and Middle East markets
- Citation-backed research reports with DCF and comparable multiples, thesis risk rankings, and a full citation appendix, with no editorial input from the company
- Company Brain that integrates with CRM, filings, decks, board papers, and communication channels, with no training on client data
- Automated routines including weekly peer reviews, 13F monitoring, holder tracking, and news watch that run 24/7 and deliver briefs with cited sources
- 80+ integrations including SEC EDGAR, Salesforce, FactSet, Gmail, Outlook, Slack, Teams, WhatsApp, and WeChat
- IR dashboard tracking KPIs such as active targets, meetings booked, outreach conversion, and ownership changes
- Self-serve equity research product that produces institutional-grade initiation reports and maintenance notes for undercovered companies, with every figure linked to its source filing
- AI-powered IR front desk that answers investor questions on the company's IR site using only publicly disclosed information