Coefficient Capital Fund II + Apex Fund

United States

Growth

About Coefficient Capital Fund II + Apex Fund

$290M Fund II + $240M Apex Fund. NYC-based growth-stage consumer brand investor with $800M+ AUM. Exits include Nom Nom (Mars), Just Spices (Kraft Heinz), Kate Farms (Danone), and Oatly IPO. Backs brands in categories undergoing irreversible structural change.

Investment Focus

Location / RegionUnited States

Funding StageGrowth

Industry Focus

Consumer Commerce

Food Beverage

Wellness Lifestyle

Investor Signals Profile

active

Sweet Spot

Growth-stage consumer founder, 50%+ growth, mental health/cognitive wellness category expansion

consumer-disruption

growth-equity

CPG-exits

secular-tailwinds

category-selection

mental-health-wellness

Bullish Signals

$530M raised across two vehicles signals strong institutional LP confidenceblog

Exits to Mars, Kraft Heinz, Danone prove repeatable CPG acquisition thesisblog

Hospital systems and endowments as LPs provide durable long-horizon capitalblog

Gen Z/Millennials cite mental health as #1 health concern — massive secular gapsocial

Brain optimization tools underpenetrated vs mature body-health ecosystem — category opportunitysocial

Contrarian Signals

Dual parallel fund structure raises GP bandwidth and execution risk concernsblog

Undifferentiated DTC brands explicitly excluded from thesisblog

$530M is material step-up — portfolio support capacity unclearblog

Mental health pivot may dilute CPG-centric thesis unless consumer packaged angle existssocial

Founder Do's

Prove product-market fit before approaching — they do not invest at seed

Show 50%+ annual growth in a large, secular category

Operate in clean food, functional wellness, better-for-you snacks, or premium pet nutrition

Demonstrate acquisition readiness awareness and understanding of CPG buyer landscape

Leverage their LP network of global brand family offices for distribution partnerships

Target Gen Z/Millennial mental health & cognitive wellness mega-trend (recent fund focus)

Founder Don'ts

Pitch undifferentiated DTC brands with high CAC and low defensibility

Come without proven product-market fit — they buy in after traction

Assume mental health vertical outside CPG adjacency — must show category irreversibility

Key GPs & Partners

Franklin Isacson

Co-Founder / General Partner

thesis-drivenex-founderpatient-capital

Andrew Goletka

Co-Founder / General Partner

thesis-drivenmetrics-drivenpatient-capital

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Fund Overview

Fund Size$530M

Saves0

Website

Key People

Franklin Isacson, Andrew Goletka

Franklin IsacsonCo-Founder / General Partner

Andrew GoletkaCo-Founder / General Partner

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