Coefficient Capital

Profile

Coefficient Capital is a venture capital firm based in New York, founded in 2018 by Franklin Isacson and Andrew Goletka. The firm is comprised of a team specialized in finance and venture investing for consumer brands. Its team offers unique insights into consumer brand disruption, distinguishing itself by investing in post-product-market-fit consumer brands within large, changing categories, rather than traditional direct-to-consumer plays.

The firm focuses on growth-stage equity investments, particularly in consumer brands experiencing structural category shifts such as clean food, functional wellness, and pet nutrition. They typically invest in companies already showing traction and scalability. Coefficient manages over $800 million in assets across multiple funds, including their recent $290 million Fund II and $240 million Apex Fund. Their strategic partners include hospital systems, university endowments, and public pension funds.

Coefficient's notable portfolio companies include Nom Nom - a pet nutrition brand acquired by Mars, Just Spices - a seasoning firm acquired by Kraft Heinz, Kate Farms - which was acquired by Danone, and Oatly - that went public. Additional investments include Lemme and Gorgie. These investments highlight Coefficient’s ability to predict and capitalize on trends in consumer brands.