Ryan Caldbeck

All posts by Ryan Caldbeck

Announcing The Launch of Helio

CircleUp exists to help promising entrepreneurs raise capital and sophisticated investors invest in breakthrough brands with confidence and efficiency on both sides. Since we opened our doors in 2012 we’ve been challenging private equity norms by revolutionizing manual company sourcing and vetting with a technology-driven private marketplace. The ability to standardize and extract deep insights ...

Innovation In Consumer And Retail: What Drives Disruption

One of the biggest sectors of the economy today is going through massive disruption through innovation. This isn’t something to be taken lightly. I don’t mean banking and fintech; it’s not Detroit and electric cars; it’s not even media and online streaming. It is so pervasive that many people seem to forget it even exists, ...

CircleUp25: The 25 Most Innovative Consumer Brands of 2016

It’s rare when one of the biggest sectors of our economy experiences massive change. The change is so pervasive, it can sometimes fly under the radar since it’s constantly happening right under our noses. Consumer and retail is seeing tremendous innovation, and it has once-dominant, big industry players stumbling. CircleUp25 recognizes trailblazers leading this innovation. Previous ...

How to Close Your Funding Round

This post features an essential closing checklist, downloadable and printable here, which we helped create for entrepreneurs to guide and monitor fundraising periods. Fundraising is really hard to do, no matter how attractive the company. It is especially hard in for emerging consumer and retail brands, where there’s no centralized network surfacing the most promising ...

How the Rise of Marketplace Investing Will Change Finance

In five years, no one will be talking about crowdfunding. The term is inherently flawed, as it focuses on the wrong side of any investment: the donor/investor. And it’s become too broad to be meaningful. The missions of the leading players are widely misunderstood, even by their own users. ‘Crowdfunding’ conflates a variety of very ...

Why Early-Stage Consumer Entrepreneurs Are Having More Success Fundraising

Companies that sell food, clothes and packaged goods are less profitable than companies pushing software and online services, right? Not exactly. Saar Gur, a general partner at Charles River Ventures, a multi-billion technology venture capital fund, recently published detailed research challenging conventional wisdom about the potential for consumer product companies. Gur’s research (reproduced with expressed ...

Our Data-Driven Approach to Marketplace Investing

By: Ryan Caldbeck Read more about the Classifier in the Wall Street Journal. Today we’re announcing the Classifier, our data-driven approach to Marketplace Investing. Over the past 19 months, we have created a machine-learning algorithm that automatically evaluates companies on an average of over 92,000 data points, each, before they are accepted onto CircleUp. Since we started ...

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Introducing the CircleUp Marketplace Index Fund

By: Ryan Caldbeck Today, we’re excited to introduce the CircleUp Marketplace Index (MIX) Fund. The MIX Fund will allow you to invest in a diversified basket of 25 companies raising on CircleUp with a single investment for the price of an ETF. This completely changes how you can access growth-stage private investments. We are incredibly excited ...

The 25 Most Innovative Consumer And Retail Brands For 2015

The 2015 CircleUp25 winners were announced on Forbes here. Innovation and disruption in consumer and retail is exploding. Ignited by the maturation of Millennial consumers—who are voting with their wallet and opting for new and authentic brands—emerging brands are re-imagining nearly every consumer category, and sometimes creating entirely new ones. Investors are seeing the strong ...