Category: Equity

Sources of “Edge” in Investing

Part of building a new way of approaching private investing with data science is studying how others have succeeded in disrupting their own industries. Lately for me that’s been a fascination of learning from public market investors, brought about by Patrick O’Shaughnessy’s podcast Invest Like The Best. Earlier this year, Patrick interviewed Jason Karp, Founder and CEO ...

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 ...

The Future of Private Investing Part III: Supporting the ecosystem of consumer investing

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  When we first wrote about the future of ...

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 ...

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

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  Since CircleUp was founded, our mission has been ...

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 ...

Welcome, nutpods – The e-comm Phenomenon

nutpods marks one of the earliest examples of the impact Helio can have in surfacing young brands with strong conviction early in their trajectory. When Helio found nutpods a few months after the brand launched, nutpods had generated less than $50,000 in revenue, but showed exceptional brand growth, largely driven by outstanding product reviews. Fast ...

Welcome, 4505 Chicharrones – The Snack Shaking Up the Pork Rind Category

Meat snacks used to be an uninspiring category. Sales were largely limited to convenience stores and gas stations, and the products themselves were often greasy, unhealthy and laden with preservatives. Over the past decade, however, the category has transformed as new brands began aligning with what consumers want, creating healthier, clean label options. Innovation in ...

How CircleUp Growth Partners will Challenge the Value-Add / Scale Paradox

This Tuesday, we announced our $125 million venture fund, CircleUp Growth Partners. In his post,  our CEO Ryan wrote about why we raised this Fund and why it will be transformational for private investing in consumer and retail. However, an essential element of what will differentiate this fund lies in how we think about creating ...