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 ...

CircleUp25 Data Dive: Skincare Good Enough to Eat – Credo, Youth to the People, Herbivore

By William Dowling and Samara Flug Looking at the ingredients of Youth to the People’s moisture cream or their face oil can feel a bit like staring up at the menu of a smoothie bar.  The Superberry Hydrating oil, made up of maqui berry, acai, prickly pear and goji, sounds refreshingly sweet while the kale ...

The Rise of the VC Platform: Implications for Consumer Investing

PART I: A NEED FOR DIFFERENTIATION IN VENTURE CAPITAL If your only impression of Venture Capital (VC) came from what you read or saw in the news, you’d think that VC is a guaranteed way to make money.  With “Unicorn” becoming a household term, celebrities like Kobe Bryant and others making millions on their early-stage ...

Using Data Science to Test Investing Hypotheses – A CircleUp Capability

Some believe that AI alone will solve age old problems – that enthusiast who watches every single show Netflix recommends. Others trust their own judgement over the recommendation of machines – that cab driver that takes a “secret shortcut” even though Google Maps tells him/her it’s slower. At CircleUp, we believe that it’s the combination ...

Why I joined CircleUp

After spending 15 years focused on investing in consumer and retail companies in the public markets, I was struck with the feeling that there must be something more. Don’t get me wrong, it felt great investing in a stock and watching it go from $10 to $14 a share and reaping that 40% return.   ...

Why I joined CircleUp

Throughout my career, I have been fortunate to work with a top tier investment bank and leading quant hedge fund. I had the chance to build mathematical models for multi-million dollar private investments at Goldman Sachs, and manage a billion dollar systematic macro fund at AQR Capital. Two absolutely amazing firms, with world class people ...

CircleUp25 Data Dive: The rise of plant-based family favorites

What do zucchini, cauliflower, sweet potatoes, and peas have in common? These vegetables have taken on new forms, from baby food to pizza, pasta, and burgers, to make this year’s list of CircleUp25 winners for the innovative ways they bring fresh produce and vegetables to commonplace family staples. As plant-based products have continued to capture ...

Why We Invested in Liquid I.V.

The beauty of Helio, our proprietary machine learning platform, is its versatility in generating valuable findings at the company and category levels which we can use to source the next breakout brand or key strategic insight. Sometimes that approach can be very nuanced and granular, but sometimes we simply ask Helio for a shortlist of ...

Market Size of Consumer Private Investing- How Big Could This Possibly Be?

In 2012, when CircleUp’s founders were raising a seed round, many VCs scoffed at the idea of a consumer-focused (food, beverage, personal care, pet, etc.) investment play. One tech VC even said “I don’t even know what consumer is, I literally can’t think of a single CPG product.”  Another well known VC scoffed at our ...