CircleUp is a financial technology company based in San Francisco that focuses on consumer goods startups. The firm typically invests across various stages, including Seed, Series A, and Series B rounds, providing equity financing to help companies grow. Notable investment amounts range from $340,000 to $20 million, demonstrating their flexibility in supporting different scales of business needs.
CircleUp's portfolio includes prominent consumer brands such as Back to the Roots, Halo Top Creamery, and Rhythm Superfoods. The firm leverages its proprietary Helio technology platform to identify and empower high-potential entrepreneurs. Additionally, CircleUp partners with General Mills' investment fund to co-invest in promising startups. This partnership, along with their data-driven approach, underscores their commitment to adding strategic value beyond just capital.
CircleUp - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Total Investments60
Current Portfolio Count50
Total Portfolio Exits0
Top Investment Stages
Series Unknown25 (45.5%)
Series A14 (25.5%)
Seed9 (16.4%)
Series B5 (9.1%)
Series D2 (3.6%)
Stage Mix
Series Unknown 45%Series A 25%Seed 16%Series B 9%Series D 4%
Concentration shown as share of disclosed investments by stage.
CircleUp - Classification
- NAICS
- 520000Finance and Insurance
- 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 523900Other Financial Investment Activities
- 523990All Other Financial Investment Activities
- 523999Miscellaneous Financial Investment Activities
- SIC
- 6700Holding And Other Investment Offices
- 6790Miscellaneous Investing
- 6799Investors, Not Elsewhere Classified
Show 6 more industry codes
- NAICS
- 525000Funds, Trusts, and Other Financial Vehicles
- 523910Miscellaneous Intermediation
- 523940Portfolio Management and Investment Advice
- SIC
- 6000Depository Institutions
- 6720Investment Offices
- 6722Management Investment Offices, Open-end