Category: Helio

Probabilistic Private Investing – How a tiny information advantage can help amplify returns

At CircleUp, we’re re-imagining the mechanics of investing in early-stage companies through the use of Helio, our machine learning platform. As part of that paradigm shift, we like to think about early- stage investing probabilistically much as investors in public markets have done for decades. In what follows, I’d like to use a bit of ...

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

By William Dowling and Jonathan Scherr  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  In Part 1 ...

The Business Case for Caring – A Helio Analysis of Certified B Corps

“The business of business is business” is an oft repeated paraphrase of Milton Friedman’s ideas on the role of business in society. Friedman, and many profit minded shareholders and investors before and since him, argue that the sole role of a business is to generate profit for its owners. Any activities undertaken without this end ...

Entity Resolution – The Foundation of Helio

By Raquel Rodriguez, Ryan Munro, and Emma Stubbs  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 scope of ...

Food Trends to Watch in the Year Ahead – as Identified by Machine Learning

How do you identify which food trends will take off in the year ahead?  For many retailers, big consumer companies, and investors, trade shows like Expo West and Fancy Food serve as the best way to discover new products and get a sense for what could be breakout consumer trends. While shows like these certainly ...

Why I Joined CircleUp

In my career, I’ve had the privilege of working in teams across a spectrum of industries – life sciences, semiconductors, hedge funds – that have allowed me to experience and learn from a wide range of perspectives. Across these diverse roles, one consistent theme has been the use of data to drive efficiency, increase productivity, ...

Helio Insights: Medicinal Mushrooms

The Helio Insights series uses our machine learning platform Helio to shine a spotlight on interesting products and brands in the consumer goods sector.  Medicinal mushrooms have been on several lists as a trend to watch in 2018, so we thought we’d take a data-driven look. Mushrooms-not just for pizza and soup anymore “Medicinal,” “adaptogenic,” ...

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 ...

How Halo Top Became a Consumer Sensation

Halo Top has emerged as one of the biggest consumer phenomenons in recent years, with a devoted consumer base that snaps up as much of its low-calorie high protein ice cream as stores can stock. Until recently, they did almost no advertising, and the team continues to forgo a traditional office, instead working remotely and ...