All posts by CircleUp

CircleUp is a technology company that provides capital to innovative early-stage consumer brands and opportunities for leading investors to participate in their growth.

Using Helio to Identify the Best Wine Regions in the Country

Summer’s here which means so are long weekend trips to wine country. Most of us have our favorite types of wines and our favorite wine regions. Here in San Francisco, a lot of folks will take the drive out to Napa while others argue that Sonoma is superior. Others point to wineries in Washington, or ...

The Future of Private Investing Part IV: How systematic investing will help entrepreneurs

Part I: Why we want to build a systematic investing strategy Part II: The operational hurdle of valuing companies at scale Part III: Other investors in the ecosystem By William Dowling and Jonathan Scherr In the world of early-stage investing, sometimes it’s easy for investors to get caught up in the details of LTM revenue, gross ...

Brand Model: How Helio Quantifies the Seemingly Unquantifiable

By Arvind Ganesan and William Dowling  In a world where consumers have access to an ever-growing variety of products, it can be increasingly difficult for products to stand out. A good brand, which has traditionally been one of the ways for a product to win over competitors, has become more important than ever before. In ...

The Future of Private Investing Part II: The operational hurdle of valuing companies at scale

By William Dowling and Jonathan Scherr  In Part 1 of this series we discussed why we will launch a systematic fund and briefly mentioned a few of the many challenges we anticipate having to overcome in this endeavor. In this post and in posts over the course of the coming months, we will unpack some of ...

Entity Resolution – The Foundation of Helio

By Raquel Rodriguez & Ryan Munro – Machine Learning Engineers  Since inception, CircleUp has taken on a meaty technical challenge that we call entity resolution – sounds boring right? It’s not. Entity resolution is the process of distinguishing between unique brands or “entities” and accurately assigning data from dispersed sources to each brand. But the ...

Shared Ingredients in Common Household Products [Infographic]

In a world that’s becoming increasingly health conscious, it can still be surprisingly difficult to know the ingredients in the products we use on a daily basis. Our machine learning platform Helio can analyze millions of products at once, so we thought it would be interesting to look at the shared ingredients of common household ...

Research and Development Spending: Tech Vs Consumer [Infographic]

Big consumer companies are slow to adapt to changing consumer tastes because they spend so little on researching what those tastes are. More investment in R&D could actually save Big CPG a lot of money in the long run because it could keep them from having to pay hundreds of millions to acquire upstart consumer ...

Helio Can Now Predict Future Product Distribution

By Arvind Ganesan and William Dowling  For a consumer brand that is sold offline, the number of doors it is sold in matters a lot.  The more doors, the more exposure a brand has and the greater opportunity it has to sell its products to customers.  If a brand is gaining doors, it’s generally a ...

Consumers Read Product Labels…Investors Should Too

By William Dowling and Jake Cabala  Today’s consumers care deeply about the ingredients and composition of the products they buy.  This is especially true in the health and beauty sector where over half of women carefully read ingredients of beauty products before deciding whether or not to purchase them.  While in some categories consumers scan ...

Why Kettle & Fire Chose CircleUp Credit Advisors

By Justin Mares, Founder of Kettle & Fire When business owners think of taking on capital to grow their business, one obvious choice is equity. Equity raises are celebrated in the news, often mean the involvement of a strategic partner, and offer the opportunity to assert a new valuation for the company. It’s exciting, but ...