AI Found Its Voice. The World Is Listening.
Collins Investment Partners has identified the voice AI platform powering the next generation of media, enterprise, and consumer applications — and built a core position before the public window opens. The full thesis is in our 2026 research report.
Collins Investment Partners Reports
Voice has been the last frontier AI couldn't cross
Text generation was solved. Image generation was solved. But voice — natural, expressive, indistinguishable from human speech — remained the final barrier. Synthetic voice that passes for human is the unlock for an entire generation of AI products: audiobooks, AI agents, real-time dubbing, accessibility tools, and consumer applications that feel truly alive.
The voice infrastructure layer for the AI era
One company cracked ultra-realistic voice synthesis and became the default API for anyone building with audio. ElevenLabs today serves over one million users across media, publishing, gaming, and enterprise — processing billions of characters monthly. Its models power production workflows at major studios, publishers, and enterprise software teams across the globe.
Pre-IPO access before the public window opens
This is pre-IPO access to the company we believe will define the voice layer of the AI stack. Our 2026 research report details the full investment thesis, competitive moat, valuation framework, and why we made ElevenLabs 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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