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CircleUp

Fintech · San Francisco, United States · Founded 2012

Crowd-funding platform for consumer and retail companies MoreLess

CircleUp is the investment platform providing capital and resources to innovative, early-stage consumer brands with a modern, scalable approach to private markets. CircleUp is comprised of internally-managed equity funds, a credit program, and an Insights & Connections team - all powered by Helio, CircleUp's proprietary machine learning platform. Helio collects and analyzes billions of data points to evaluates 1.3 million consumer businesses and predict future business success. Launched in 2012, CircleUp is backed by Union Square Ventures, Collaborative Fund, GV, Canaan Partners, QED Advisors, and former leaders of Goldman Sachs, Capital One and Stanford Endowment. For more information, please visit www.circleup.com.

Company overview

CircleUp company information

The essential company record, classifications and operating signals in one place.

Status
Acquired
Founded
2012
Headquarters
San Francisco, United States
Employees
20
Open positions
None listed
Dealroom signal
0.0
Investment activity
85 companies · latest Oct 2022
Capital deployed
$294M
Preferred round
SEED
client focusb2bclient focusb2csub industryWealth ManagementindustryFintechsectorRisk ManagementsectorData AnalyticssectorPerformance ManagementsectorCrowdfundingsectorPrivate EquitysectorBrokeragesectorAlternative InvestmentssectorFundraisingsectorPay Per ResultsectorInvesting in Startups

Valuation & funding

CircleUp funding history

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
ACQUISITIONOther financing Jun 2023 $0 Brightflow AI
DEBTDebt Sep 2019 $200M Undisclosed
SERIES COther financing Nov 2015 $30M $120M Jon Winkelried · Canaan · Jungju Kim · Union Square Ventures
GRANTOther financing Jun 2015 $0 FinTech Sandbox
SERIES BOther financing Mar 2014 $14M $56M Rose Park Advisors · Maveron · Union Square Ventures · Canaan
SERIES AOther financing May 2013 Maveron · Union Square Ventures · Rose Park Advisors · Jerry Gramaglia
SEEDOther financing Apr 2012 David Topper · Yan-David Erlich · Maveron · Jerry Gramaglia
Showing 7 recorded eventsUnlock the complete deal history →

Financials

Workforce over time

Available workforce history. Financial fields without reported data are omitted.

YearEmployees
2026 20
2025 88
2024 88
2023 88
2022 88
2021 88
2020 87
Company filings, research estimates and Dealroom dataOpen the full financial model →

Growth signals

CircleUp website traffic

Latest recorded traffic for CircleUp is 6.8K monthly website visits, up 23.6% over the last three months. CircleUp's team declined 77.3% over the past year.

Latest monthly visits6.8K 3-month web change+23.6% 1-year team growth-77.3%
Monthly website visits140 observations · Oct 2014–Jul 2026
Hover or focus a point to see its exact monthly valueCompare with peers →

Comparisons

CircleUp compared with similar companies

Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.

Showing 8 of the closest matchesCompare every metric →

Capital deployed

CircleUp investments and acquisitions

Recent portfolio relationships for companies that also act as investors or acquirers.

Partake FoodsNew York City, United StatesAllergy-friendly cookies and baking mixes for consumers $46Mvaluation KoiaLos Angeles, United StatesReady-to-drink, low-sugar, complete plant-based protein beverages $30Mvaluation Partake BrewingCalgary, CanadaMakes craft non-alcoholic beer that's "alcohol free and beer lover approved" $66Mvaluation Everything LegendaryLargo, United StatesPlant-based burgers delivering legendary flavor with premium ingredients and free shipping $24Mvaluation SanzoNew York City, United StatesBridges cultures by connecting people to authentic flavors $50Mvaluation Mented CosmeticsNew York City, United StatesLuxury beauty company targeted to women of color. All lipsticks are vegan, paraben-free, non-toxic and cruelty free $20Mvaluation Verb EnergyBoston, United StatesCaffeinated energy bars made with organic green tea, providing a convenient and healthy boost for busy lifestyles Ruby's RocketsNew York City, United StatesRuby rockets offer healthy snacks and pure food for a delicious life at the best prices Three SpiritLondon, United KingdomElixirs designed by plant scientists and bartenders to enhance mood and mind throughout the day and night Serenity KidsAustin, United StatesBaby food company offering nutrient-dense foods that taste great to kids and are convenient for parents $208Mvaluation Los SundaysCosta Mesa, United StatesLos Sundays | Los Sundays Tequila – Løs Sundays $14Mvaluation OhzaBoston, United StatesThe original sparkling wine cocktail company crafting authentic mimosas, bellinis, and more in a less caloric and less sugary ready-to-drink format $16Mvaluation

Talent graph

CircleUp's talent

Book a demo to see the people
Team profiled 62 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 2 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Investors

25 investors on CircleUp's cap table

Sourced from Dealroom's funding and investor records. Investor profile links are shown where available.

Seed 8 investors entered at this stage
David Topper
Yan-David Erlich
Maveron
Jerry Gramaglia
Rose Park Advisors
Ooga Labs
Silas Capital
FinTech Sandbox
Series A 2 investors entered at this stage
Series B+ 7 investors entered at this stage
Collaborative Fund
Jon Winkelried
Jungju Kim
Nigel Morris
Thomas Glocer
QED Investors
John Powers
Other known 8 additional known investors
Brightflow AI
Brampton Entrepreneur Centre
Clocktower Technology Ventures
Fifth Down Capital
GV
Kensington Capital Holdings
NFX
Platform Calgary

Global footprint

Where CircleUp has talent and traffic

Workforce by country
3 countries with
team presence
🇺🇸 United States71.4%
🇮🇳 India14.3%
🇿🇦 South Africa14.3%
3 countries shown

In the news

Latest news about CircleUp

Recent press, funding announcements, and product moves mentioning CircleUp — open to read from the original sources.

See all news

Market sentiment

What the market is saying about CircleUp

An AI-synthesized read of the highest-engagement posts about CircleUp on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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