Category: Leadership

Blackbird Vineyards: Inside the Complicated, Fascinating World of Wine

By: CircleUp We tend to think of wineries as passion brands. We imagine the people behind the brand spending every waking moment steeped in the rich and complex world of wine. We picture owners spending their days strolling through the vineyard with dirt under their fingernails, sharing a bottle of their favorite vintage each night ...

Win the Race by Cutting in Line: IP Timing Strategies for Startups

 By: Vic Lin  I can still hear the familiar shout – “No cutting!” – when I reminisce about the lunch line back at my grade school. It’s a rule ingrained in us since childhood that we generally follow in our business world. As startups seek to differentiate themselves in the consumer products space, the question is ...

When Raising Capital Online, The Gender Gap is Shrinking

One of the best-documented phenomena in the financial world is the “gender gap” — especially when it comes to raising capital for a small business or startup. Historically, women have been much less successful than men at securing investors for their businesses, whether from a bank or venture capital firm. While women own nearly a ...

The Tax Advantages of Investing in Private Equity with your IRA

 By: Christopher Orr  This guest editorial comes to us from Christopher Orr, Director of Institutional Products at PENSCO Trust. PENSCO is a leading alternative asset custodian, with more than two decades of expertise in holding private equity, real estate, notes, and other non-exchange traded assets. The world of private equity isn’t quite as private anymore. Equity ...

Early Stage Consumer As An Asset Class

In the past quarter I’ve seen a marked increase in interest in CircleUp’s asset class, early stage consumer, from institutional investors. Having built a platform to identify, evaluate and fund early stage non-technology opportunities at an unprecedented scale, we pride ourselves in having greater access to data on the early stage consumer market than anyone ...

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 ...

A Moment of Change in Investing

 By: Bill Harris This article comes to us from Bill Harris, Founder and CEO of Personal Capital. Personal Capital develops tools to help investors make smarter financial decisions. Learn more at PersonalCapital.com. The investing world has been slow to change – from branches and offices to online access – from once-a-quarter paper statements to real-time information – ...

CircleUp’s 2014 Consumer Dealflow Rewind

 By: Zach Grannis  At CircleUp, we find investment opportunity in early stage, high growth consumer brands. A core tenet of this thesis is the underpinnings of healthy exit environment – the dynamics of which remain vibrant as ever from our vantage. As we enter the last two weeks of 2014, we took some time to reflect ...

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2014 Q3 Food and Beverage M&A Activity — North America

 By Lincoln International on 2014-12-11 Each week we share learnings and insights from experts in the consumer product and retail space. This week’s insights come from Lincoln International , a leading investment bank servicing the consumer industry. Lincoln specializes in merger and acquisition advisory services, debt advisory services, private capital raising and restructuring advice on mid-market transactions. Summary Observations: Activity ...

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 ...