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 ...

A Working Capital Solution for the Next Generation of Brands

Introducing our credit offering for direct-to-consumer, e-commerce, and subscription companies We launched CircleUp Credit Advisors last July and since then have originated over $40 million in credit to consumer product companies and small businesses. Something we’re always focused on here at CircleUp Credit Advisors is how to innovate and grow alongside our entrepreneurs to continue ...

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

By William Dowling and Jonathan Scherr  In Part 1 of this series we discussed why we will launch a systematic fund and briefly mentioned a few of the many challenges we anticipate having to overcome in this endeavor. In this post and in posts over the course of the coming months, we will unpack some of ...

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 ...

Why We Invested in Mented

We are excited to announce our recent investment in Mented Cosmetics, founded by KJ Miller and Amanda Johnson who first met as friends at Harvard Business School. Mented is based in Harlem and is the everyday beauty solution for women of color. Mented, short for pigmented, is designed by women of color for women of ...

The Future of Private Investing Part I: Why we want to build a systematic investing strategy

Since CircleUp was founded, our mission has been unwavering: to help entrepreneurs thrive by giving them the capital and resources they need. We use Helio, our machine learning platform, to help advance that mission. By pushing down search costs through automation, we’ve been able to find companies more quickly and build conviction earlier than ever ...

Succeeding at Costco & the Club Channel [webinar]

What’s the best time and strategy to approach Costco? As an emerging brand, how do you stand out and succeed in the club channel? Today’s shrewd buyers and savvy consumers demand elevated, unheard of product experiences. Join us as industry veteran Jeremy Smith shares tips and best practices in this ever-evolving retailer. This webinar covers: ...

How Not to Get Fooled by a Low Interest Rate

At CircleUp, I’ve spoken to thousands of entrepreneurs and founders who are navigating the stressful process of raising capital for their businesses. Many of the early-stage consumer companies that we’re on the phone with everyday are under intense pressure to review multiple term sheets so they can access capital quickly and efficiently for their businesses, ...

Why We Invested in Kosås

We are excited to announce our investment in Kosås. Founded by Sheena Yaitanes and based in Los Angeles, Kosås is a botanically-enriched, high-performance line of color cosmetics. Kosås is inspired by natural beauty and aims to offer women unmatched formulations with universal appeal. There are an overwhelming number of beauty products on the market, and ...

Company Vision: What it is and why it matters

“To fly what others only imagine.” Woah. This is the vision statement of NASA’s Armstrong Flight Research Center and it’s pretty awesome. It informs and inspires at the same time and I think it serves as a great example of what an effective vision can be. NASA hit the nail on the head, but it’s ...