What Coefficient Capital does

Coefficient Capital is a New York-based growth equity firm founded in 2018 that invests in transformational consumer shifts across food, beverage, beauty, wellness, pet care, and adjacent consumer categories. The firm operates a proprietary data-driven investment model that tracks thousands of emerging consumer brands to identify investment opportunities before they reach mainstream recognition, combining this systematic sourcing approach with deep consumer industry expertise. The firm manages over $800 million in assets under management across three vehicles: Fund I ($170 million, 2020), Fund II ($290 million, 2026), and the previously unannounced Apex Fund ($240 million, 2026), with the latter two closing simultaneously to create a two-strategy platform spanning early-stage and late growth investments.

The firm has invested in more than 20 consumer companies, including TRIP (calming beverages, $40 million led round), KoRo (European snacking, €35 million Series C led), Starship Technologies (autonomous delivery), Sincerely Yours (teen skincare at Sephora), GORGIE (wellness energy drinks), Zoe (microbiome nutrition), and Untamed (premium cat food). Coefficient Capital has achieved four notable exits to date, including sales of portfolio companies to Mars, Kraft Heinz, and Danone (Kate Farms), plus the IPO of Oatly, demonstrating a track record of strategic exit execution. Beyond capital deployment, the firm publishes annual Consumer Trend Reports covering alcohol, food & beverage, beauty, and wellness categories dating back to 2021, establishing thought leadership that supports inbound deal flow.

The business model is traditional private equity: Coefficient Capital earns revenue through management fees on committed AUM and carried interest on realized investment gains. Capital is raised from limited partners through private fund structures, with Fund II sold to 28 investors per the SEC Form D filing. The firm is led by Managing Partner Andrew Goletka and Co-Founder Franklin Isacson, with a compact team of 10-15 professionals based at its New York headquarters at 27 Union Square West.

Name

Coefficient Capital

Legal name

Coefficient Capital, LLC

Website

https://coefficientcap.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Coefficient Capital is a New York-based growth equity firm founded in 2018 that invests in growth-stage consumer brands across food, beverage, beauty, wellness, and pet care, using a proprietary data-driven model to identify transformational consumer shifts. The firm manages over $800 million across three funds.

Ownership category

akta.pro rank

Product category

Growth Equity / Private Equity Fund Management

NAICS

Other Investment Pools and Funds (5259), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Technology & Software Growth Equity (FSANACAA)

akta.pro secondary industry

Sustainable Private Markets (Impact PE/VC, Private Credit, Infrastructure) (FSAAALAG)

Keywords

• Growth equity investing
• Consumer brand investment
• Private equity funds
• Venture capital
• Consumer trend research

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Fund Management: Coefficient Capital generates revenue through traditional VC/private equity fund structures including management fees and carried interest from Fund II ($290M), Apex Fund ($240M), and previously Fund I ($170M)

Go-to-market motion1 record

Marketing channels2 records

Core offering

Coefficient Capital is a growth equity firm that manages investment funds (Fund II at $290M and Apex Fund at $240M, totaling over $800M in AUM) focused on investing in growth-stage consumer brands across categories including wellness, food, beverage, beauty, and pet care. The firm deploys capital using a proprietary data-driven model that tracks thousands of emerging consumer brands to identify transformational consumer shifts.

Product overview

Coefficient Capital is a growth equity firm founded in 2018, offering two primary investment funds (Fund II at $290 million and Apex Fund at $240 million) with combined AUM exceeding $800 million. The firm operates a data-driven investment model tracking thousands of emerging consumer brands, targeting transformational consumer shifts across categories including wellness, food, beverage, and beauty. In addition to fund management, the firm publishes Consumer Trend Reports covering alcohol, food & beverage, beauty, and food & wellness sectors. The portfolio includes notable consumer brands such as Lemme, Oatly, Gorgie, Magic Spoon, Sincerely Yours, Starship, Zoe, Trip, KoRo, Untamed, and Sauz, with successful exits including sales to Mars, Kraft Heinz, Danone, and the IPO of Oatly.

Differentiator

Problem solved

Functional benefit

Products and services

• Coefficient Capital Fund II A $290 million growth equity fund actively deploying capital into growth-stage consumer brands, leveraging a data-driven investment model tracking thousands of emerging consumer brands.
• Coefficient Capital Apex Fund A $240 million fund that, combined with Fund II, represents more than $500 million in committed capital, bringing the firm's total assets under management to over $800 million. Focused on early-stage consumer investing.
• Consumer Trend Reports Proprietary research reports covering consumer trends including Alcohol 2026, Food & Beverage 2026, Consumer Trends 2026, Beauty 2025, Food & Wellness 2025, and historical reports dating back to 2021, providing insights into transformational consumer shifts.

Quantifiable outcome

• Achieved exits including sales to Mars, Kraft Heinz, Danone, and IPO of Oatly
• +1 more outcomes

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators5 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• Alliance Consumer Growth: Growth equity firm investing exclusively in high-growth consumer brands with a thesis similar to Coefficient's. ACG takes growth-stage positions in CPG and consumer companies and partners with founders on scaling and exit pathways, making it the closest direct peer.
• Forerunner Ventures: Leading consumer-focused venture and growth firm investing across beauty, wellness, food/beverage, and retail. Notable portfolio includes Glossier and Dollar Shave Club, mirroring Coefficient's category breadth and growth-stage consumer focus.
• VMG Partners: Consumer growth equity firm with a track record of scaling emerging CPG brands and exiting to strategic acquirers (e.g., KIND Snacks, Babyganics to SC Johnson). Highly comparable investment model and exit strategy to Coefficient Capital.
• Kainos Capital: Growth equity firm specializing in consumer products, particularly food, beverage, and wellness brands. Kainos's mid-market consumer focus and brand-building playbook closely mirror Coefficient's growth-stage consumer thesis.
• Lerer Hippeau: Early- and growth-stage venture firm with deep consumer brand expertise, backing companies like Birchbox and The Wing. Overlaps with Coefficient on consumer brand investing, though Lerer Hippeau skews earlier-stage and more digitally native.
• True Beauty Ventures: Growth equity firm focused specifically on beauty and wellness brands. Comparable to Coefficient in deploying capital into consumer brand scaling, with particular overlap on Coefficient's beauty/wellness portfolio companies like Sincerely Yours and Lemme.
• Silas Capital: Consumer-focused growth equity firm investing in emerging CPG brands across food, beverage, beauty, and household categories. Operates a similar brand-scaling playbook and is a like-for-like peer in the consumer growth-equity category.
• Pendulum: Growth-stage investor in consumer and commerce-enabled brands. Pendulum's thesis of backing transformational consumer shifts overlaps significantly with Coefficient's stated investment focus.
• Inspired Capital: Venture and growth firm with a strong consumer brand portfolio, including companies like FIGS and Daily Harvest. Comparable to Coefficient in deploying growth capital into breakout consumer brands.

Emerging players

• Corigin Ventures: Growth-stage investor with consumer brand exposure and operational support for emerging CPG and retail brands. Comparable thematic overlap with Coefficient, though typically at earlier stages than Coefficient's growth-equity check sizes.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/coefficient-capital

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments25 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Coefficient Capital