Using Helio for Credit Risk Monitoring

By Amanda Wood and Jessica Kwok At CircleUp Credit Advisors we are obsessively focused on financing working capital for great consumer companies to help them grow their businesses and build out their products. To date, we’ve issued more than 400 loans. Our machine learning platform Helio gives us a data-driven view of the consumer landscape ...

Sources of “Edge” in Investing

Part of building a new way of approaching private investing with data science is studying how others have succeeded in disrupting their own industries. Lately for me that’s been a fascination of learning from public market investors, brought about by Patrick O’Shaughnessy’s podcast Invest Like The Best. Earlier this year, Patrick interviewed Jason Karp, Founder and CEO ...

Know your data – improving brand presence

Many early-stage CPG companies could be characterized as “strapped” – strapped for time, strapped for cash, boot-strapped. Alongside lean and tenacious teams, entrepreneurs must juggle responsibilities across the business ranging from FP&A to inventory management. Founders recognize that data can serve a range of needs, and they’re hungry for access to insights that characterize shifting ...

CircleUp’s Women in Tech Compilation

The Grace Hopper Celebration is an annual 3-day event celebrating women in technology. It is a really big deal – the world’s largest gathering of women technologists which sells out in a matter of minutes. It presents topics including FinTech, ML, VR, IoT, HCI, and hardware and explores the ways in which women fit into said industries. ...

Using Helio to Identify the Best Wine Regions in the Country

Summer’s here which means so are long weekend trips to wine country. Most of us have our favorite types of wines and our favorite wine regions. Here in San Francisco, a lot of folks will take the drive out to Napa while others argue that Sonoma is superior. Others point to wineries in Washington, or ...

The Future of Private Investing Part IV: How systematic investing will help entrepreneurs

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 By William Dowling and Jonathan Scherr In the world of early-stage investing, sometimes it’s easy for investors to get caught up in the details of LTM revenue, gross ...

TRIBALÍ Foods Continues Growth With CircleUp Credit Advisors

TRIBALÍ Foods was founded on the principles of making what we eat healthier, more convenient, and delicious. Today, TRIBALÍ Foods seeks and sources 100% organic high-quality animal meats — from grass fed and grass finished beef to free-range chicken — to create flavorful, versatile, and nutrient-dense centerpieces for wholesome, satisfying meals. Capturing exciting taste profiles ...

The Future of Private Investing Part III: Supporting the ecosystem of consumer investing

Part I: Why we want to build a systematic investing strategy Part II: The operational hurdle of valuing companies at scale When we first wrote about the future of private investing, we discussed how systematic investing benefits founders and investors through the efficiency and scalability that comes from such a strategy. We opened our ongoing ...

Data Science Update – The Ingredients of a Good Product Model

We built our machine learning platform Helio to evaluate consumer brands across an array of different dimensions, and we’ve gotten pretty darn good at doing that. We can look at the branding, financials, distribution and other factors to assess the attractiveness of a certain company as an investment. But ultimately a great company is made ...

Brand Model: How Helio Quantifies the Seemingly Unquantifiable

By Arvind Ganesan and William Dowling  In a world where consumers have access to an ever-growing variety of products, it can be increasingly difficult for products to stand out. A good brand, which has traditionally been one of the ways for a product to win over competitors, has become more important than ever before. In ...