All posts by CircleUp

On a mission to help entrepreneurs thrive, CircleUp harnesses the power of data to provide capital and resources to emerging consumer brands. Learn how at www.circleup.com/helio

Digital Marketing 101 [webinar]

Learn how to scale your business in today’s digital world. From detailed case studies to insights on how to execute digital marketing best practices, you’ll learn the basics from Jim Huffman of GrowthHit. This webinar covers: –Digital Marketing 101 –How to Know You’re Ready for Growth –How to Setup Your Marketing Infrastructure –How to Run ...

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 ...

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 ...

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

By William Dowling and Jonathan Scherr 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  In the world ...

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 ...

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

By William Dowling and Jonathan Scherr  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  In Part 1 ...

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: ...