Coefficient Capital, a growth equity firm focused on consumer and technology-driven brands, announced the closing of Fund II at $290 million and the launch of its previously unannounced Apex Fund with $240 million in committed capital. Together, the two vehicles represent more than $500 million in capital available for new investments.
The new funds bring the firm’s total assets under management to more than $800 million. Founded in 2018, the New York–based firm focuses on identifying growth-stage consumer businesses in established categories undergoing structural change, particularly companies that leverage technology, data, and brand storytelling to scale.
Coefficient said Fund II is actively deploying capital across its core sectors. Early investments include Sincerely Yours, a fast-growing beauty brand, and Untamed, a premium pet food company.
The Apex Fund officially closed in 2024 and has already backed several companies, including Kate Farms, which was acquired by Danone in late 2025.
The firm uses a research-driven approach powered by proprietary data and its annual Consumer Trends Report to identify emerging brands early. According to Coefficient, the platform tracks thousands of consumer companies and analyzes shifts in consumer behavior to uncover potential investment opportunities.
Coefficient’s strategy centers on backing brands positioned for strategic exits. Since launching in 2018, the firm has invested in more than 20 consumer companies and supported multiple exits and liquidity events.
These include the sale of Nom Nom to Mars, Just Spices to Kraft Heinz, and Kate Farms to Danone, along with the IPO of Oatly. The firm’s current portfolio includes companies such as Lemme, Gorgie, and Magic Spoon.
Coefficient’s investor base includes institutional investors such as hospital systems, university endowments, global asset managers, public pension funds, and family offices tied to global consumer brands and retailers.
The firm said ongoing consolidation and acquisition activity across consumer sectors continues to create exit opportunities for high-growth brands, reinforcing its strategy of investing in category-defining companies with strong strategic buyer demand.
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“We started Coefficient Capital with the conviction that consumer investing required a fundamentally new playbook – one built for an omni-channel world where technology, data, and brand are deeply intertwined, and where a new model was needed to identify category-defining companies that strategic buyers will want to acquire,” said Andrew Goletka, Founder and Managing Partner of Coefficient Capital. “Coefficient prides itself on helping management teams scale effectively in this new environment by supporting portfolio companies both online and offline.”
Andrew Goletka, Founder And Managing Partner, Coefficient Capital
“The U.S. consumer has demonstrated extraordinary resilience, even amid broader economic uncertainty. That strength has sustained strategic buyers’ appetite for acquisitions. Over the past few years, the consumer sector has generated consistent M&A activity, reflecting sustained strategic demand for scaled, differentiated consumer brands. This durability, coupled with a shortage of scaled specialist investors, creates a compelling opportunity for firms like ours,” said Franklin Isacson, Founder and Managing Partner of Coefficient Capital. “We’re grateful for the strong support we’ve received across both funds. It reflects growing investor conviction in the consumer sector as a resilient category capable of delivering meaningful realized liquidity for investors. We’re thankful for the continued trust that both our longstanding partners and new investors have placed in us during these fundraises.”
Franklin Isacson, Founder And Managing Partner, Coefficient Capital
