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Coefficient Capital

New York, NY · Invests in US; Europe · Website

Thesis

Consumer investing requires a fundamentally new playbook built for an omni-channel world where technology, data, and brand storytelling are deeply intertwined. Coefficient identifies growth-stage consumer businesses in established categories undergoing structural change, using proprietary data and an annual Consumer Trends Report to find category-defining brands early. Strategy centers on backing brands positioned for strategic exits to major CPG acquirers.

Likely not a fit for

No B2B SaaS, enterprise software, deep tech, or non-consumer brands. Not focused on purely digital or tech-first businesses without a consumer brand component.

How they invest

Lead or follow
Usually leads
Typical decision
~1 month
Warm intro
Not required
Involvement
Takes a board seat
Fund status
Actively deploying
Assets under mgmt
$800M
Decision process
Partnership vote

Partners & team

7 contacts on file

AG

Andrew Goletka

General PartnerFounder & Managing Partner · Primary contact

+ Pitch
FI

Franklin Isacson

General PartnerFounder & Managing Partner

+ Pitch
AW

Anna Whiteman

PartnerPartner

+ Pitch
AR

Arpon Ray

PartnerPartner

+ Pitch

a•••@gm•••.com

LinkedIn profile

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CL

Caroline Lippman

AssociateAssociate

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MZ

Marielle Zweig

AssociateAnalyst

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JM

Jimson Mullakary

PartnerPartner

+ Pitch

Portfolio

TRIPFood Beverage

TRIP offers a range of lightly sparkling, alcohol-free drinks infused with botanicals and magnesium, designed to promote calm and relaxation. They also provide supplements like gummies and powders that support mental well-being.

UntamedFood Beverage

Untamed offers premium cat food made from human-grade ingredients, designed to meet the nutritional needs of cats as obligate carnivores. Their products include a variety of wet food options with real meat and fish, delivered directly to customers' doors.

LemmeInsurance

Lemme, a division of EPIC, provides specialized insurance brokerage and consulting services to the accounting and legal profession, focusing on tailored insurance and risk management solutions.

OatlyFood Beverage

Oatly is the world's first and largest oat drink company, creating oat-based products to replace milk, cooking creams, soft serve, spreads, yogurts, and other dairy products. The company focuses on sustainability and innovation to promote healthier living without taxing the planet's resources.

GorgieFood Beverage

Gorgie offers a range of energy drinks and protein energy drinks that are vegan, gluten-free, and low-calorie, designed to provide wellness benefits and energy boosts.

Magic SpoonFood Beverage

Magic Spoon offers high-protein, keto-friendly cereal with 0-2g of sugar, catering to health-conscious consumers looking for a nutritious breakfast option.

Sincerely YoursFood Beverage

Sincerely Yours makes gentle, dermatologist-developed, clinically tested essentials to help the next generation feel confident in their skin. Co-founded by father-daughter creator duo Jordan and Salish Matter, alongside two leading dermatologists, a cosmetic chemist, and beauty industry veteran Julia Straus.

Starship TechnologiesLogistics Supply Chain

Starship Technologies is revolutionizing last-mile delivery with autonomous robots that provide cost-effective and sustainable solutions for grocery, food, and industrial deliveries.

Nom NomFood Beverage

Nom Nom offers fresh, vet-developed dog food delivered directly to consumers, focusing on balanced nutrition and enticing flavors for dogs. Their meals are made with real ingredients and customized based on individual dog needs.

ZOEHealthcare Digital

ZOE is a health and nutrition company that provides personalized nutrition advice through its app and gut health testing kits, focusing on improving gut health and overall well-being.

Kate FarmsHealthcare Digital

Kate Farms is a plant-based nutrition company that specializes in clinically-developed formulas and shakes designed for individuals with specific health needs, including those with food allergies, gastrointestinal issues, and other medical conditions.

KoroFood Beverage

KoRo offers a wide range of bulk packaged food products including snacks, nut butters, dried fruits, and protein supplements, focusing on quality and sustainability.

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Research briefRead more
Coefficient Capital Research Overview Coefficient Capital is a New York-based growth equity firm founded in 2018 by Andrew Goletka and Franklin Isacson. The firm focuses exclusively on consumer brands and technology-driven consumer companies, operating under the thesis that consumer investing requires a "fundamentally new playbook" built for an omni-channel world where technology, data, and brand

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