Category: CircleUp News & Resources

Why I Joined CircleUp

I listen to podcasts for all sorts of reasons—market updates, entertainment, and relaxation. Last year, my husband sent me an Invest Like the Best episode about a company that is transforming private investing through technology. He knew I’ve thought for years that this sort of change is long overdue in the industry. Neither of us ...

Announcing Our Investment in IQBAR: Why We are Investing in Brain Health.

CircleUp Growth Partners is excited to announce its investment in IQBAR, a nutrition bar brand focused on brain health and function, as well as key dietary trends important to today’s consumer.  After years of eating sugary, carb-filled snacks that led to physical and emotional highs and lows, Will Nitze looked to create a bar that ...

Why I Joined CircleUp

It had been nearly a year since I’d heard from my dear friend, Suzanna Silva Newsom, when she called in July with serendipitous news. Suzy explained that her company, Good Dirt—a fast-growing sustainable garden product brand based in North Carolina—had been approached by a tech-driven investment platform that wanted to discuss her financing needs. I ...

Helio Found Liquid I.V. in 2017, What Does The Data Say in 2020?

It was announced today that Liquid I.V., the leading better-for-you electrolyte drink mix brand, has signed an agreement to be acquired by Unilever. We’re extremely excited to congratulate Brandin and team on the company they have built. Liquid I.V. is a standout brand in CircleUp Growth Partners’ portfolio and a great example of how we ...

Congratulations, Liquid I.V.!

It was announced today that Liquid I.V., a leading better-for-you electrolyte drink mix brand, has signed an agreement to be acquired by Unilever. We are incredibly proud to have partnered with Founder & CEO Brandin Cohen over the last two years, as he and his team have built a brand that deeply resonates with consumers ...

Debundling Private Investing

Private investing is an extremely attractive industry: it has high margins (~40-60%), recurring cash flows (management fees are paid upfront), and predictable costs (overhead is relatively fixed) (1). It’s also a massive industry, with over $6.5T in private market AUM globally ($4.5T for private equity and debt alone). And it’s growing — AUM for private ...

CircleUp’s Mission, Vision & Strategy

Navigating the private markets today is the equivalent of hailing a cab during rush hour or finding a newly released movie at a nearby Blockbuster — ten years ago. Before technology intervened, you had to be in the right place at the right time. Decision-making in the private markets is just as circumstantial: it is ...

Helio Insights: Impact of COVID-19 on Consumer Packaged Goods (CPG)

The coronavirus (COVID-19) pandemic is having a significant impact on businesses across the globe, including consumer packaged goods (CPG). At CircleUp, we are closely tracking developments in our industry using data from our machine-learning platform, Helio, to better understand the resulting changes in consumer behavior across categories, brands, channels and retailers in the United States. ...

Welcome Koia – Here’s to a Plant-Based Future!

Our team first met Chris Hunter in 2017, early in his journey in making Koia the leading plant-based beverage company in the United States. His story is an inspiring one – from founding Four Loko at the age of 25 to selling Not Your Father’s Root Beer to Pabst to becoming a spokesperson for a ...

Enter Corona: Emerging CPG, Pandemic, and Recession

The longest period of economic expansion in modern US history has just come to a crashing end, courtesy of the COVID-19 virus and a price war in the global oil markets. The global economy is seemingly grinding to a halt as more and more of the world is now adjusting to “shelter-in-place” mandates from governmental ...