Coefficient Capital Fund II + Apex Fund

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, large category with irreversible secular tailwinds

consumer-disruption

growth-equity

CPG-exits

secular-tailwinds

category-selection

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

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

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

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 consumer VC skepticism disqualifies you — their thesis is category-specific

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