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.

The Evolution of Private Equity Markets: With 506(c), Private Offerings Go Public

 By: Lucas Huizar Not everyone knows it yet, but the world of startups and investing changed radically last year. That is when the JOBS Act of 2012 lifted a ban on communication that kept startup financing behind closed doors for over eighty years. 1933 – 2013: The Two-Tier System The JOBS Act is one of the largest changes ...

Is your brand ready for a part-time CFO?

 By: Shawn Jensen This editorial comes to us from Shawn Jensen, Partner at Moss Adams LLP. Shawn has been in public accounting since 1999, serving agricultural companies, food processors, wineries and vineyards, and manufacturers. His experience includes responsibility for all phases of audit and review engagement execution, assisting clients with technical accounting issues and the implementation ...

Private label? A Trader Joe’s veteran who’s launched 5,000 private label SKUs tunes in.

 By: Kim Greenfield Each week we share learnings and insights from experts in the consumer product and retail space. This guest editorial comes to us from Kim Greenfeld. Kim has over 20 years of product development and private label expertise, honing her craft in companies such as Trader Joe’s and Whole Foods. As the Coordinator of ...

Tactics for promoting your 506c fundraise

By: CircleUp (Official caveat: this guide is for information purposes only — you should consult with a lawyer before making any decisions on advertising to potential investors. These are guidelines only, not specific recommendations for any company.) For the first time in history companies can advertise their private capital offering. This guide is intended to ...

Organic, Gluten-Free, Non-GMO? Making Sense of Seals of Approval.

 By: Michele Simon These days health-conscious consumers are increasingly seeking out food products not only with fewer ingredients and a “clean label”, but also foods produced in a manner that minimizes harm to the environment, among other ethical business practices. And it’s not enough to claim your product is healthy or sustainable with just words; to ...

Getting Smart on Club: A Playbook for Young Brands

 By: Jeremy Smith Each week we share insights from product and retail experts. This guest editorial comes to us from Jeremy Smith, COO and Co-Founder of Level One Marketing, a sales and marketing group focused on club representation and branding. Jeremy has personally helped brands like Chobani Greek Yogurt, EVOL Foods, GoRaw, Bob’s Red Mill and 5-Hour Energy enter Club. On first glance, club retailers ...

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10 Reasons Investors Pass… And, Ways to Enhance the Odds of Raising Capital

 By: Andrew Whitman This editorial comes to us from Andrew Whitman, Managing Partner at 2x Consumer Products Growth Partners. 2x Consumer Products Growth Partners joins with founders and management of emerging consumer products businesses capable of growing exponentially via an infusion of capital and management expertise. Representative investments include Beanitos, MegaFood, Orabrush, Tasty Bite and Wellness. Entrepreneurs often ask why investors, and more ...

Trademark Searching: Best Practices for Consumer Brands

By: James Michels  Brands are the single most valuable asset many consumer-facing companies own, accounting for nearly 30% of stock market value of companies in the S&P 500 according to market research firm, Millward Brown. So it’s unsurprising that companies maniacally protect their brands with trademarks for words or designs that are unique to their business—including ...

Time for a snack? M&A in snack food category heats up.

 By: Dan Gross Each week we share insights from experienced operators and investors in consumer and retail. This article comes to us from consumer products investor extraordinaire, Dan Gross. Dan Gross is a VP at Encore Consumer Capital. The snack market is alive and kicking. Last week, General Mills announced it was acquiring Food Should Taste Good, ...