Predict your next investment

CircleUp company logo
Venture Capital
INTERNET | Internet Software & Services / Accounting & Finance
circleup.com

See what CB Insights has to offer

Investments

225

Portfolio Exits

26

Funds

6

Partners & Customers

10

About CircleUp

CircleUp harnesses the power of data to provide capital and resources to emerging consumer brands. Through Helio, the company's technology platform that identifies, classifies, and evaluates consumer and retail companies, CircleUp has built a robust repository of CPG and retail intelligence and takes a quantitative approach to investing in promising entrepreneurs.

CircleUp Headquarter Location

30 Maiden Lane Floor 6

San Francisco, California, 94108,

United States

415-529-7408

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

Expert Collections containing CircleUp

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Find CircleUp in 9 Expert Collections, including Vitamin & Supplement Startups.

V

Vitamin & Supplement Startups

237 items

F

Fintech 250

498 items

F

Food & Beverage

123 items

F

Fitness Tech

227 items

We define fitness tech as companies leveraging software and technology to augment approaches to developing or maintaining physical fitness. Companies in this category develop tools and services including workout apps, wearables, and connected fitness equipment.

D

Digital Lending

1,511 items

This collection contains companies that provide alternative means for obtaining a loan for personal or business use and companies that provide software to lenders for the application, underwriting, funding or loan collection process.

S

SMB Fintech

1,499 items

CircleUp Web Traffic

Rank
Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
CBI Logo

CircleUp Rank

Research containing CircleUp

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned CircleUp in 3 CB Insights research briefs, most recently on Dec 9, 2021.

Latest CircleUp News

09:00 EDT CircleUp Launches Helio, Brings to Market a Broader, Earlier, and Smarter Dataset to Unlock Insights into the Consumer...

May 18, 2022

News provided by Share this article Share this article The once internal data platform used to help CircleUp discover and fund some of the nation's top consumer brands is now commercially available to provide emerging brand insights from every retail and direct-to-consumer source with Universal Data. SAN FRANCISCO, May 18, 2022 /PRNewswire/ -- CircleUp , a data company offering Universal Data for the emerging consumer goods space, today announced that its previously internal data platform, Helio , is now commercially available to help identify emerging trends, breakout brands and competitive insights across categories. Helio Logo Helio uses machine learning algorithms to synthesize data on 2.5 million consumer brands from more than 200 data sources, providing a fully integrated, universal view of brand and trend performance to inform innovation, strategy and investment giving leading Consumer Goods companies and investors a competitive advantage. Over the past several years, CircleUp has utilized Helio as an internal assessment tool to provide sourcing and diligence insights for its investment fund, CircleUp Growth Partners, leading to investments in some of the nation's top consumer brands including Liquid I.V. and Function of Beauty. More recently, the company used insights from Helio to help grow its capital offerings by providing flexible financing options through CircleUp Credit Advisors, which has provided over $1 billion in credit funding since its inception. Helio's offering comes at a pivotal time for the emerging brand ecosystem.Over the last two years, consumer businesses have shown strength and resilience, with sales growing 4.3% above pre-pandemic levels in 2021 all while battling high inflation and historic unemployment rates. Meanwhile, independent consumer brands have disrupted complete industries entirely online. Today there is not one universal solution for the consumer ecosystem to identify emerging opportunities through brand comparison, trend analysis, and consumer insights. With Helio, investors, innovation divisions, service providers and investment teams have an integrated solution for sourcing, diligence and innovation all in one place. "The consumer goods industry has fundamentally changed. The way people consume is vastly different than how it was just a few years ago and the way new products are brought to market are fundamentally different as well," said Danny Mitchell, CEO of CircleUp. "Key players, such as Amazon, Instacart, and Drizzly, have transformed how we consume by bringing retail to our doorsteps. No one in the world is capturing data from every retail and direct-to-consumer source, including rapidly-growing channels such as Instagram and TikTok. Everyone in the consumer goods industry using traditional data providers is flying blind. With Helio, the entire consumer ecosystem will experience better outcomes, ranging from inventing and creating more targeted products and services, to responding to competitive threats ahead of time, and identifying disruptive trends and brands before anyone else." "In just a few months, we've used Helio to source more than one hundred qualified leads that met our category investment thesis, and to execute a brand diligence analysis that helped us make an investment case in a fraction of the time it would have taken our team to do manually. We were very impressed and are looking forward to continuing our work with Helio," said Nico MacDonagh, Investor at Btomorrow Ventures. While CircleUp has demonstrated Helio's success with the performance of its fund over the last ten years, select private equity, aggregator, and large CPG vendors participated in a beta program to identify strengths and needs. As a result, multiple participants have engaged in acquisitions based on Helio outputs, have increased sourcing efficiencies, and renewed their contract to an annual subscription. CircleUp is committed to building the most complete private market dataset on the market, with plans to integrate more data, build new entity resolution models, enhance the platform's UX and build out an API, allowing for integrations with complementary data providers across the consumer goods space by 2023. About CircleUp CircleUp is a data company that uses Helio, which provides Universal Data of the emerging consumer goods space, to support its flagship venture fund, CircleUp Growth Partners, and credit business, CircleUp Credit Advisors. Over the last ten years, CircleUp has supported more than 500 businesses through equity, capital, and community support, propelling some of the nation's breakout consumer brands. With a vast network of entrepreneurs, institutional investors, industry experts, and flexible financing solutions, CircleUp intends to shine a light on untapped human potential and transform the world of private enterprise. To learn more about CircleUp, please visit https://www.circleup.com/ . For more information about Helio, please visit http://heliocpg.com/ . Press Contact

CircleUp Investments

225 Investments

CircleUp has made 225 investments. Their latest investment was in Kosas Cosmetics as part of their Unattributed VC on April 4, 2022.

CBI Logo

CircleUp Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

4/26/2022

Unattributed VC

Kosas Cosmetics

$12M

No

1

3/31/2022

Series A

Koia

Yes

2

2/7/2022

Series A

Everything Legendary

$6M

Yes

8

1/13/2022

Series A

Subscribe to see more

$99M

Subscribe to see more

10

5/6/2021

Seed VC

Subscribe to see more

$99M

Subscribe to see more

10

Date

4/26/2022

3/31/2022

2/7/2022

1/13/2022

5/6/2021

Round

Unattributed VC

Series A

Series A

Series A

Seed VC

Company

Kosas Cosmetics

Koia

Everything Legendary

Subscribe to see more

Subscribe to see more

Amount

$12M

$6M

$99M

$99M

New?

No

Yes

Yes

Subscribe to see more

Subscribe to see more

Co-Investors

Sources

1

2

8

10

10

CircleUp Portfolio Exits

26 Portfolio Exits

CircleUp has 26 portfolio exits. Their latest portfolio exit was NomNomNow on January 14, 2022.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

1/14/2022

Acquired

$99M

2

12/20/2021

Acq - Fin

3

10/21/2021

Acquired

2

9/28/2021

Acquired

Subscribe to see more

$99M

Subscribe to see more

10

7/16/2021

Acquired

Subscribe to see more

Subscribe to see more

10

Date

1/14/2022

12/20/2021

10/21/2021

9/28/2021

7/16/2021

Exit

Acquired

Acq - Fin

Acquired

Acquired

Acquired

Companies

Subscribe to see more

Subscribe to see more

Valuation

$99M

$99M

Acquirer

Subscribe to see more

Subscribe to see more

Sources

2

3

2

10

10

CircleUp Fund History

6 Fund Histories

CircleUp has 6 funds, including CircleUp Growth Partners II.

Closing Date

Fund

Fund Type

Status

Amount

Sources

9/19/2019

CircleUp Growth Partners II

$200M

1

5/5/2016

CircleUp Marketplace Index Fund I

$99M

10

7/13/2015

Consumer Growth Fund

$99M

10

Brooklyn Food & Beverage Circle I

$99M

10

B Corp Consumer Circle

10

Closing Date

9/19/2019

5/5/2016

7/13/2015

Fund

CircleUp Growth Partners II

CircleUp Marketplace Index Fund I

Consumer Growth Fund

Brooklyn Food & Beverage Circle I

B Corp Consumer Circle

Fund Type

Status

Amount

$200M

$99M

$99M

$99M

Sources

1

10

10

10

10

CircleUp Partners & Customers

10 Partners and customers

CircleUp has 10 strategic partners and customers. CircleUp recently partnered with Crisp on August 8, 2021.

Date

Type

Business Partner

Country

News Snippet

Sources

8/5/2021

Partner

United States

7/26/2018

Partner

United States

P&G, General Mills Tap Into Startups - WSJ.com Alliances With Crowdfunding Site CircleUp Allow Big Firms a New Look at Trends.

A spokeswoman for General Mills declined to comment on its partnership with CircleUp .

2

2/13/2018

Client

United States

By Justin Mares, Founder of Kettle & Fire. Why Kettle & Fire Chose CircleUp Credit Advisors | CircleUp.

You can tell CircleUp 's business is built on partnering with early-stage CPG companies -- they understood our business inside and out , and were always on the same page and empathic to our needs .

1

12/13/2017

Partner

United States

Subscribe to see more

Subscribe to see more

10

7/26/2017

Partner

United States

Subscribe to see more

Subscribe to see more

10

Date

8/5/2021

7/26/2018

2/13/2018

12/13/2017

7/26/2017

Type

Partner

Partner

Client

Partner

Partner

Business Partner

Country

United States

United States

United States

United States

United States

News Snippet

P&G, General Mills Tap Into Startups - WSJ.com Alliances With Crowdfunding Site CircleUp Allow Big Firms a New Look at Trends.

A spokeswoman for General Mills declined to comment on its partnership with CircleUp .

By Justin Mares, Founder of Kettle & Fire. Why Kettle & Fire Chose CircleUp Credit Advisors | CircleUp.

You can tell CircleUp 's business is built on partnering with early-stage CPG companies -- they understood our business inside and out , and were always on the same page and empathic to our needs .

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Sources

2

1

10

10

CircleUp Team

12 Team Members

CircleUp has 12 team members, including current Chief Executive Officer, President, Nick Talwar.

Name

Work History

Title

Status

Ryan Caldbeck

Encore Consumer Capital, TSG Consumer Partners, Bain Capital, and The Boston Consulting Group

Founder

Current

Rory Eakin

Humanity United, and The Boston Consulting Group

Founder

Current

Nick Talwar

Chief Executive Officer, President

Current

Danny Mitchell

Chief Financial Officer

Current

Erik Andrejko

Chief Technology Officer

Current

Name

Ryan Caldbeck

Rory Eakin

Nick Talwar

Danny Mitchell

Erik Andrejko

Work History

Encore Consumer Capital, TSG Consumer Partners, Bain Capital, and The Boston Consulting Group

Humanity United, and The Boston Consulting Group

Title

Founder

Founder

Chief Executive Officer, President

Chief Financial Officer

Chief Technology Officer

Status

Current

Current

Current

Current

Current

You May Also Like

J
JUMO Marketplace

JUMO partners with banks, MNOs, and other e-commerce players to deliver financial choices to customers in emerging markets across Africa and Asia. JUMO connects people who have limited access to formal financial opportunities with services such as borrowing and saving.

Progressa Logo
Progressa

Progressa is a financial technology company focused on helping sub-prime and near-prime Canadians seeking to improve their financial health. Through the use of credit scoring models and data science, the Company's primary focus is helping a segment of the Canadian population that is currently underserved by traditional lending institutions.

W
WeLab

WeLab is a fintech company in Asia with a digital bank in Hong Kong - WeLab Bank. The company operates WeLend in Hong Kong, WeLab Digital, Taoxinji, and Tianmian Lab in China and AWDA, a fintech JV with PT Astra International in Indonesia. The company uses risk management technology to analyze unstructured mobile big data to provide consumer financing solutions for the individual.

J
JD Digits

JD Digits is a digital technology company that provides a range of financial services and products to consumers, startups, SMEs and other businesses in China. Its business lines include supply chain finance, consumer finance, crowdfunding, asset management, payment solutions, insurance, and securities. In particular, the company offers a "one-stop" online investment and financing platform. The company is the financial technology arm of JD.com. It is involved in many fields, including finance, urban computing, agriculture, campus services and digital marketing.

LendKey Technologies Logo
LendKey Technologies

LendKey delivers the technology, servicing, and support that financial institutions need to establish a strong digital lending presence. Lenders optimize their offerings by drawing upon LendKey’s demand generation, online decisioning and loan origination engines, loan servicing, compliance expertise, and proprietary balance sheet options.

C
Cgtz

Cgtz is a business-to-customer (B2C) debt investment portal, providing various investments products for the individual and small and medium enterprises (SMEs).

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.