Fundraising Fox

CircleUp

San Francisco · Seed–Series A · 3 people tracked

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Investment thesis

A quant investor using Helio's ML platform to source and evaluate consumer brands, uniquely offering integrated equity and non-dilutive credit underwriting to create a full CPG financing stack.

Stage
Seed–Series A
Check
$1M – $5M
HQ
San Francisco, California, US
Leads rounds
Leads

Team · 3 people

from the firm's website
Ben Lee· Managing Director, Circleup Fundsin𝕏

Ben combines a Stanford physics background with a quantitative, machine‑learning approach screening 1M+ brands to serve the missing middle, finding spiky, differentiated consumer brands like Liquid I.V., sold to Unilever.

Karen Howland· General Partnerin

Karen Howland brings 15 years of hedge-fund rigor and the Helio platform monitoring 1M+ CPG brands to quantify brand strength and source secondary-market deals, expanding access to underrepresented founders.

Pat Robinson· Managing Director - Circle Up Growth Partnersin

Pat Robinson brings Mainsail growth private equity experience that blends software-style rigor with consumer-brand building, insisting shipping and credit-card fees be above-the-line and flagging a ~$1M DTC sales ceiling.

Frequently asked questions

What stage does CircleUp invest at?
CircleUp invests at the Seed, Series A stages.
What is CircleUp's typical check size?
CircleUp typically writes checks of $1M – $5M.
What sectors does CircleUp focus on?
CircleUp focuses on AgTech, Consumer, Direct to Consumer, E-commerce, FoodTech, Retail Tech.
Where is CircleUp located?
CircleUp is headquartered in San Francisco, US.
Does CircleUp lead rounds?
Yes, CircleUp leads investment rounds.

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