Tag: Leadership

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 ...

Early Stage Markets — The (Unsurprising) Correlation Between Size and Performance

Anyone who says that size does not hurt investment performance is selling. The highest rates of return I’ve ever achieved were in the 1950s. I killed the Dow. You ought to see the numbers. But I was investing peanuts then. It’s a huge structural advantage not to have a lot of money. — Warren Buffett ...

In Praise of the Moonshot

Consumers are hungry for innovation. Disruptive innovation. That means more than simply labeling an old product “All Natural.” Making a product natural or organic is often a great thing, but not disruptive innovation. Here’s a story. In 2010, passing through the Denver airport, I stopped to eat. Four years later, I’m still telling people about ...

While Silicon Valley Screams Tech, We Say Consumer. Here’s Why.

“Why are you focusing only on consumer product and retail companies at CircleUp—won’t your investors miss out on the next Twitter or LinkedIn?” Alas, living in Silicon Valley, I hear this question often. Here, tech investing isn’t a sub-category of early-stage investing—it is early stage investing. The numbers don’t lie: according to PricewaterhouseCoopers’ and the ...