CircleUp

San Francisco, CA, United States Fintech Acquired

CircleUp is a fintech platform and investment company specializing in consumer brand financing and data intelligence. The company operates an equity investment platform alongside its proprietary machine learning analytics engine, Helio, which analyzes billions of data points across multiple sources to evaluate and identify early-stage consumer companies with high growth potential.

Acquired

CircleUp has been acquired

Acquired by Brightflow AI June 1, 2023

This company is no longer available on our private secondary market.

Overview

Company data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.

Founded

2011

Employees

51–200

Total Funding

$178M

5 rounds

Funding

Total raised $178M across 5 rounds

Funding data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.

Last updated 06-25-2026

Latest Round

Type

Debt facility

Date

January 1, 2018

Amount

$125M

Valuation

Lead Investors

Not disclosed
DateRoundAmount RaisedValuationLead Investors
January 1, 2018 Debt facility $125M Not disclosed
November 11, 2015 Series C $30M Collaborative Fund
April 1, 2014 Series B $14M Canaan Partners

Prominent Investors

Pacific Mutual Life Insurance Company beccacosmetics.com CIM Pacific Life Insurance Company Community Investment Management Michigan Retirement Systems

Leadership

  • Ryan Caldbeck

    Co-Founder, Executive Chairman

    LinkedIn
  • Rory Eakin

    Co-Founder

    LinkedIn
  • Nick Talwar

    CEO

Competitors

Competitor list is illustrative and may be incomplete, stale, or erroneous.

  • Wefunder

    Equity crowdfunding platform for startups and consumer brands

  • SeedInvest

    Equity crowdfunding platform connecting accredited investors with early-stage companies

  • Kickstarter

    Crowdfunding platform for creative projects and consumer goods

  • StartEngine

    Equity crowdfunding platform for startups

  • AngelList

    Platform connecting startups with angel investors and venture capital

  • Brightflow AI

    Financial data and intelligence platform for SMBs (acquirer)

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