
At a Glance
CircleUp is a fintech and investment platform founded in 2012 by Ryan Caldbeck and Rory Eakin that combines venture capital with proprietary technology to invest in consumer brands and retail companies. The firm is known for its data-driven approach, using machine learning algorithms and alternative data sources to identify promising early-stage consumer companies that traditional VCs might overlook. CircleUp's Helio platform analyzes millions of data points across social media, e-commerce, and other digital channels to predict company performance and market trends. The firm typically invests $1-10 million in Series A and B rounds, focusing on CPG brands, retail technology, and direct-to-consumer companies. CircleUp has invested in over 300 companies and achieved notable exits including Bonobos (acquired by Walmart) and multiple successful CPG brands, establishing itself as a leader in using technology to democratize access to growth capital for consumer companies.
“Invests in consumer brands and retail companies using proprietary machine learning technology to identify high-growth opportunities.”
Karen Howland
General Partner, CircleUp
Pat Robinson
Managing Director - Circle Up Growth Partners, CircleUp
CircleUp primarily invests at the Pre-Seed, Seed, Series A, Series B+ stages. This means they focus on companies that are at the earliest idea or prototype phase.
CircleUp is headquartered in San Francisco, CA. Many of their portfolio companies are also based in this region, though they invest across geographies.
CircleUp focuses on investments in Aerospace & Defense, Other, Consumer, Fintech, Climate. Their portfolio reflects deep expertise and networks within these sectors.
CircleUp's typical investment check size ranges from $1M to $5M. Actual amounts may vary based on the stage, sector, and specific opportunity.
CircleUp manages approximately $300M in assets under management (AUM) across their funds.