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About us:

CircleUp is on a mission to empower entrepreneurs with the funding and support that they need to thrive. Having identified over a hundred successful brands, we use our Helio business intelligence platform to increase the speed, quality and objectivity of decision-making in the private company landscape through a unique application of data and machine learning technology.

We’re working toward a future where data insights are used to discover and accelerate the growth of the world's best businesses. Our values help us get there:

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Integrity

Integrity

DO IT RIGHT

We don’t need an audience to hold ourselves accountable and we do what’s right.

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Ingenuity

Ingenuity

BE A SOLUTION

We think there are always better ways to unlock innovation.

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Ambition

Ambition

BE BRAVE

We’re not afraid to think big and push ourselves beyond what we imagine we’re capable of.

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Inclusion

Inclusion

FIND THE POTENTIAL

We’re in the business of shining light on untapped potential, because genius can come from anywhere.

The investors that back CircleUp

Meet our Leadership Team

Danny Mitchell
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Danny Mitchell Chief Executive OfficerDanny Mitchell joined CircleUp in September 2021 and serves as Chief Executive Officer.Read full bio
Danny Mitchell Chief Executive Officer
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Erik Andrejko Chief Technology Officer

Erik Andrejko joined CircleUp in April 2021 and serves as Chief Technology Officer.

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Erik Andrejko Chief Technology Officer
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Kathy Slowinski Chief Revenue Officer

Kathy Slowinski joined CircleUp in July of 2021 and serves as General Manager of Helio, CircleUp’s data and insights platform. 

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Kathy Slowinski Chief Revenue Officer
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Nick Brown President of CircleUp Credit AdvisorsNick Brown joined CircleUp in February of 2022 and is President of CircleUp Credit Advisors. Prior to joining CircleUp Credit Advisors, Nick spent four years as Chief Risk Officer at OnDeck where his passion for supporting small businesses began, and continues at CircleUp.
Nick Brown President of CircleUp Credit Advisors
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Josie Sotomayor VP of People

Josie Sotomayor joined CircleUp in March 2021 and serves as Head of People. 

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Josie Sotomayor VP of People
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Karen Howland Managing Director, Equity

Karen joined CircleUp in 2018 and serves as Managing Director of CircleUp Equity.

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Karen Howland Managing Director, Equity

CircleUp's Investment Advantage

Technology

Revolutionary data-driven approach to strengthening decisionmaking in private investing.
Sourcing Advantage Leveraging machine learning and data science to assist the investment team in identifying winners.
Decision-making Advantage Helio has delivered differentiated data-driven insights throughout the portfolio that competitors can’t replicate.
Value Creation Holistic support to help portfolio companies grow.
Proprietary Insights Unique, data-driven Helio insights provide competitor analyses, product insights, geographic and category trends.
Growth Strategy Product strategy is critical to sustainable growth. Helio insights help entrepreneurs make better product decisions.
What others have been saying about CircleUp ...

Awards & Recognition

America’s Most Promising Companies Forbes  
FinTech Industry Award: Top Small Business Lending Platform (2020)

Fast Company

  
The FinTech 50 - The Most Innovative Financial Technology Companies

Forbes

  
2019 Most Innovative Companies

Fast Company

  
The Fintech 250: The Top Fintech Startups Of 2018

CB Insights

  
Best Institutional Investment Platform

FinTech Breakthrough Awards

  
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We’re in the business of lifting people up. That goes for our team, too.

Explore CircleUp Careers