Every Enterprise Needs AI. Most Can't Use It.
Collins Investment Partners has identified the late-stage private company solving the single largest barrier to enterprise AI adoption — and built a core position before the public markets take notice. The full thesis is in our 2026 research report.
Collins Investment Partners Reports
Enterprise data can't leave the firewall
Ninety-five percent of enterprise data never touches an AI model. Not because companies aren't trying — but because compliance, sovereignty, and security requirements make it impossible to route proprietary customer records, financial intelligence, or government data through a third-party consumer platform. The world's most powerful organizations are effectively locked out of the AI revolution.
AI built to live inside the enterprise
One late-stage private company built the solution the market was waiting for: AI infrastructure that deploys entirely within an organization's own environment. No data leaves the firewall. Fully customizable. Built from the ground up for regulated industries. Today it is the trusted AI layer for global financial institutions, healthcare networks, and sovereign governments — deployed across more than 40 countries.
Pre-IPO access to a category-defining platform
This is pre-IPO access to a company we believe is positioned to define how the enterprise world adopts AI for the next decade. Our 2026 research report details the full investment thesis, competitive moat, valuation framework, and why we made this a core position in the Collins portfolio.
Our Approach
The Private Market Shift
The most transformative companies now reach billion-dollar valuations years before going public. By the time retail investors can buy in, the highest-growth phase is over.
Collins identifies category-defining technology platforms during their final private rounds — after product-market fit is proven but before the IPO premium is priced in. This is where the asymmetry lives.
Access Before IPO
Pre-IPO allocations in high-conviction companies have historically been reserved for sovereign wealth funds and endowments. We open that door for accredited individuals.
Every position in the Collins portfolio has cleared institutional-grade underwriting: validated revenue, defensible moats, and a defined liquidity path. We invest alongside our LPs — aligned incentives, not fees on promises.
Investor Partnership
You receive the same intelligence our team uses to make allocation decisions — not a polished summary, but the actual research.
Quarterly portfolio reviews, material event updates, and direct access to our research team. When a thesis changes, you hear about it the same day we do. That is the standard.
Deep Diligence
We review over 200 opportunities per year and deploy capital into fewer than five. Every position survives months of scrutiny before a single dollar moves.
Primary-source financial modeling, competitive moat analysis, management interviews, and customer reference checks. Our 38-page research reports are built for LPs who read footnotes — not headlines.
What Drives Us
Discipline
We say no to 95% of what we see. Selectivity is the edge.
Transparency
Same data, same day. No information asymmetry between our team and our LPs.
Conviction
We build concentrated positions in companies we understand deeply.
Alignment
We invest our own capital alongside every LP. Skin in the game, always.
Integrity
Institutional-grade compliance, reporting, and fiduciary responsibility.
How We Operate
Investment Process
Step 1: Discovery Call
Discuss investment objectives, risk tolerance, portfolio allocation, sector interests.
Step 2: Accreditation Verification
Standard documentation (financial statements, tax returns, CPA letters, etc.).
Step 3: Investment Opportunities Review
Access current opportunities, detailed company info, research, financial projections.
Step 4: Investment Decision
Investment documents, subscription agreements, wire instructions.
Step 5: Ongoing Communication
Regular portfolio updates, quarterly reports, material event notifications.
Takes under 2 minutes. Your report is delivered instantly.
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