Category: Marketing

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 ...

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 ...

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: ...

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 ...

What is a Chief of Staff Anyway? Part I

The title “Chief of Staff” connotes some combination of DC politics, Supreme Leader Snoke (Star Wars reference), and the Minions. It goes without saying that at a San Francisco fintech company, the role looks very different. I’ve been in the Chief of Staff role at CircleUp for just two months now, and I’ve already been ...

You’re Wrong. Private Investing Will be Disrupted

Here is the typical series of events when it comes to disruptive innovation: Incumbent ignores threat of disruption Eventually admits that disruption is a risk Doubles down on the most profitable business activities Points to small internal projects as proof of internal innovation Gets nervous and throws money at a hodgepodge of efforts, hoping that ...

Shared Ingredients in Common Household Products [Infographic]

In a world that’s becoming increasingly health conscious, it can still be surprisingly difficult to know the ingredients in the products we use on a daily basis. Our machine learning platform Helio can analyze millions of products at once, so we thought it would be interesting to look at the shared ingredients of common household ...

Reflecting on My First 8 Months at CircleUp

Last summer I took the biggest leap of my career.  After spending three years at the private equity firm TPG, and learning from some of the best private market investors in the world, I made a bet on a five year old company that was using data science to invest in an important way that ...

Research and Development Spending: Tech Vs Consumer [Infographic]

Big consumer companies are slow to adapt to changing consumer tastes because they spend so little on researching what those tastes are. More investment in R&D could actually save Big CPG a lot of money in the long run because it could keep them from having to pay hundreds of millions to acquire upstart consumer ...