Category: Helio

How Does Emerging CPG Perform in a Recession?

Ten years into a bull market and with news of an inverted yield curve, it is only natural for investors to ask about the performance of specific asset classes during a downturn. Below is the answer for the asset class we focus on – emerging consumer packaged goods (CPG). For context, CircleUp takes a data ...

Backtests in the Private Markets – A New Approach

“Backtest” and “private markets” are not often used in the same sentence. CircleUp is changing that by building the first ever systematic VC fund in the private markets and utilizing backtests to validate the approach. In short, this means that we rigorously test the investment strategy using historical data in a way that has never ...

The Helio Platform + Gartner’s Data Sophistication Journey

CircleUp’s primary asset is Helio, a collection of data and algorithms, on top of which there are business applications. Today those applications are equity and credit funds that invest directly into early-stage CPG brands. Helio finds, classifies, and evaluates CPG companies on a set of dimensions calibrated for success outcomes. Through years of facilitating investments, ...

Industry Classification – The Technical Challenge

Why is category classification important? Take a look at the products below and see if you can categorize them into specific sub-industries. This task is relatively simple for a human. Now imagine it is a task you need to perform frequently and instantaneously across 1.4 M companies. The human eye becomes insufficient. Enter CircleUp’s Industry ...

How CircleUp Defines Data Acquisition Strategy

More isn’t always better. And this couldn’t be truer when developing your data strategy. What data even matters? How do you know it matters? Where do data acquirers spend their time? What data do you go after next? Often times, it’s hard to structure these questions cogently without being overwhelmed. At CircleUp, we boil things ...

CircleUp at Grace Hopper: The Degree of Interpretability in ML depending on your Problem Space

Earlier this year, we hinted that our Product Manager, Malavica Sridhar, was presenting at the annual Grace Hopper conference this fall in Houston, TX. The following is adapted from her presentation. Introduction: Why Interpretability Matters At CircleUp, our goal is to systematize early-stage private-market investing. In other words, we’d like to use data to efficiently, ...

The Data Advantage – Moats, Tigers, and Truffles

CircleUp has spent the last six years building a data moat – a vast pool of data that prevents others from invading. Data is our primary asset and is the backbone of the machine learning platform we call Helio. But these days there is nothing unique about collecting and storing absurd quantities of data. “Voluminous” ...

Building A Robust Data Pipeline – A CircleUp Capability

In my time at CircleUp I’ve seen tremendous transformation. I’ve seen the construction of our data pipelines from the ground up and I’ve watched us evolve into a data-obsessed organization – from ingesting megabytes to gigabytes to terabytes of data, from a single schema-on-write Postgres database to a schema-on-read data lake in S3. CircleUp’s key ...

Craft Cider Is on the Rise in the US. Why Is No One Talking About It?

I attended graduate school across the pond in England. In addition to quickly picking up on the differences between American and British humor, Californian vs English weather, and left vs right side of the road, another difference I noticed during my time abroad was how much more prolific cider is in the UK than it ...

The Future of Private Investing Part V: Getting the deal done – from outreach to close

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 Part IV: How systematic investing will help entrepreneurs Part V: Getting the deal done – from outreach to close  For many founders, the sheer amount of time ...