The Up Round

Announcing The Launch of Helio

Helio proactively collects billions of data points on over 1.2 million consumer and retail companies in the U.S. to analyze the relative strength of each company across key metrics. It then predicts the likelihood of breakout success. We believe this unprecedented application of data in private markets and the predictive power of our algorithms is transformational for both entrepreneurs and investors.


Ryan Caldbeck Founder and CEO | CircleUp

Before he founded CircleUp, Ryan Caldbeck worked in consumer product and retail-focused private equity at TSG Consumer Partners and Encore Consumer Capital. His experience in private equity exposed him to many great consumer and retail businesses that were too small to obtain funding through the customary private equity channels. As a result, he decided to make funding available to these small and promising companies through CircleUp.


How the Founders of Happy Tree Are Using Data to Grow Their Brand

This eureka moment inspired Ari to quit his job and start Happy Tree. However, he still uses the skills he learned as a strategy consultant to make small improvements and decisions that lead to growth. Ultimately, Happy Tree’s momentum relies almost as much on extracting data as it does on collecting maple water


CircleUp Platform | CircleUp

CircleUp is an online platform that connects accredited investors to innovative consumer and retail companies. CircleUp was founded in 2011 by private equity industry veterans who recognized an opportunity to create a new and more efficient marketplace for investments in early-stage consumer and retail companies. After screening over 10,000 companies and helping hundreds of investors participate in over 40 private deals, CircleUp has developed a platform to provide investors with unprecedented access to a unique asset class.


Brand Evolution: How to Be the One That Lasts

As times change, iconic brands seem to stand still. But look closely and great brands are the ones in near-constant flux. To be iconic you first need to be innovative. Now it's even more important to build an identity that shape-shifts.


CircleUp Platform | CircleUp

CircleUp is an online platform that connects accredited investors to innovative consumer and retail companies. CircleUp was founded in 2011 by private equity industry veterans who recognized an opportunity to create a new and more efficient marketplace for investments in early-stage consumer and retail companies. After screening over 10,000 companies and helping hundreds of investors participate in over 40 private deals, CircleUp has developed a platform to provide investors with unprecedented access to a unique asset class.


Classic Supply Chain Issues Every Food and Beverage CPG Company Runs Into

While it's easy to see how every supply chain has its own set of challenges, it's not always easy to turn those challenges into points of differentiation that can help your company succeed. Here are three classic issues that every food and beverage CPG will run into, and how to find your own way through them


CircleUp Platform | CircleUp

CircleUp is an online platform that connects accredited investors to innovative consumer and retail companies. CircleUp was founded in 2011 by private equity industry veterans who recognized an opportunity to create a new and more efficient marketplace for investments in early-stage consumer and retail companies. After screening over 10,000 companies and helping hundreds of investors participate in over 40 private deals, CircleUp has developed a platform to provide investors with unprecedented access to a unique asset class.


How the founders of Wild Friends won big with lead investment from Annie's CEO

Landing a lead investor isn't just the “first dollar” into a raise. It can also be a first set of eyes and ears on your pitch, social proof for follow-on investments, and access to a wealth of industry experience.


CircleUp Platform | CircleUp

CircleUp is an online platform that connects accredited investors to innovative consumer and retail companies. CircleUp was founded in 2011 by private equity industry veterans who recognized an opportunity to create a new and more efficient marketplace for investments in early-stage consumer and retail companies. After screening over 10,000 companies and helping hundreds of investors participate in over 40 private deals, CircleUp has developed a platform to provide investors with unprecedented access to a unique asset class.