Category: Fundraising

The Goodwell Company: Cleaning up (and open-sourcing) the $5BN oral care industry

By: CircleUp What’s a product that the majority of people use every day, that can be made more sustainable and environmentally friendly? The founders of The Goodwell Company, Patrick Triato and Aaron Feiger, asked themselves this question as they ruminated over their next business venture. The answer they came to: the humble toothbrush. Oral care is ...

The State of the Food Industry: Five Questions Investors Are Asking

 By: Nicholas Fereday This guest post comes to us from Nicholas Fereday. Nicholas covers Food and Consumer trends as Vice President, Global Senior Analyst at Rabobank International. Rabobank recently attended the CAGNY (Consumer Analyst Group of New York) conference in Boca Raton, FL. This annual jamboree is where food and beverage companies line up under the palm ...

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A Comparison of Rule 506(b) and 506(c) Offerings

 By: Lucas Huizar  Following up on last week’s post on the origin of Rule 506(c), I’d like to speak to one of the most common questions I receive regarding publicly advertised 506(c) offerings from issuers, their counsel, and investors. How is it different from Rule 506(b)? The chart below covers a few of the differences between 506(b) ...

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Webinar | Inside the Minds of Angel Investors

Livestream Webinar begins at 11:00AM PT Overview Raising capital? Join CircleUp’s Business Development Manager and former private equity investor, Katie Fitzgerald, this Tuesday, December 9th at 11AM PT to learn more about the process of fundraising from angel investors. Katie will cover four key topics: Introduction to CircleUp What investors look for Decoding common diligence topics ...

How The Coca-Cola Company’s Internal Venture Capital Group Is Fueling Disruption in Consumer Products

By: CircleUp This week’s post is a Q&A with Coca-Cola’s internal venture group, VEB (Venturing & Emerging Brands). As we continue to explore issues of crowdfunding, entrepreneurship, and disruptive forms of finance, I thought hearing from the venture group of a world class consumer brand would be interesting. As an investor and entrepreneur, I think ...

Early Stage Markets — The (Unsurprising) Correlation Between Size and Performance

Anyone who says that size does not hurt investment performance is selling. The highest rates of return I’ve ever achieved were in the 1950s. I killed the Dow. You ought to see the numbers. But I was investing peanuts then. It’s a huge structural advantage not to have a lot of money. — Warren Buffett ...

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 ...

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When Convertible Notes Make Sense for Consumer Companies

Convertible notes seem to be all the rage for pre-revenue tech startups these days. Convertible notes (aka convertible debt or convertible loans) are a financing mechanism whereby a company raises debt capital from investors at time zero, with the ability for the investor to convert this debt into equity at a later date at a ...

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 ...

Raising private equity? Seven questions to ask your investment banker—before you hire them.

What entrepreneur wouldn’t jump at the opportunity to have an investment bank introduce their company to a hundred plus potential investors or acquirers? Me. And here’s why. Last February a consumer company was searching for investors… The company had $15 million in revenue and hired a boutique investment bank that specializes in the consumer and ...