Open-Source AI Has Won. The World Built On It.
Collins Investment Partners has identified the open-source AI platform used by every serious machine learning team on the planet — and built a core position before the public window opens. The full thesis is in our 2026 research report.
Collins Investment Partners Reports
Every AI team is rebuilding the same foundation
The fragmented AI development landscape costs enterprises billions in redundant engineering. Teams at Fortune 500 companies spend months sourcing models, managing weights, and building tooling — reinventing infrastructure that already exists elsewhere. The lack of a standard, trusted foundation is the single largest drag on enterprise AI velocity.
The GitHub of AI — and its five million developers
One platform quietly became the default infrastructure layer for the entire AI industry. Hugging Face hosts over 500,000 pre-trained models and 200,000+ datasets — and powers production workflows at Google, Microsoft, Meta, Amazon, and more than 10,000 enterprise customers. When the world's best AI teams need a foundation, they start here.
Pre-IPO access before the developer platform market matures
This is pre-IPO access to the company that owns the developer relationship layer of the AI stack. The open-source to enterprise conversion playbook — establish dominance, then monetize at scale — is one of the most durable in technology. Our 2026 report details why we made Hugging Face 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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