Zach Coelius

Zach Coelius

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Angel/rolling fund manager at Coelius Capital; candid commentary on term sheets, market resets, and seed deal dynamics.

Mercury's Economist Ad Marks Major Brand Evolution
SocialApr 19, 2026

Mercury's Economist Ad Marks Major Brand Evolution

So cool to stumble on to a @mercury ad in the economist. How far they have come. Well done team. https://t.co/9G8BxxAo7q

By Zach Coelius
US Blocks Iran Oil to China, Marking Escalation
SocialApr 13, 2026

US Blocks Iran Oil to China, Marking Escalation

The US is now effectively blockading China’s oil supplies from Iran. This is a nontrivial escalation.

By Zach Coelius
Streetwise Offers Insight, but Skips Goldman’s GFC Leadership
SocialApr 13, 2026

Streetwise Offers Insight, but Skips Goldman’s GFC Leadership

Reading @lloydblankfein’s book streetwise. Sadly he doesn’t really get into the fascinating details of his leadership of goldman during the gfc, but it’s worth a read. I wish he could have written a candid account. https://t.co/78W9nD3ops

By Zach Coelius
Citizens Fill Journalism Gap as SF Chronicle Turns Biased
SocialApr 10, 2026

Citizens Fill Journalism Gap as SF Chronicle Turns Biased

Crazy that in SF private citizens like @terronk have to do the leg work of journalists as the @sfchronicle is too busy cosplaying as the Pravda for our local progressive confirmation bias...

By Zach Coelius
OpenAI’s Ad Flop Reveals Widespread Misunderstanding of Advertising
SocialApr 10, 2026

OpenAI’s Ad Flop Reveals Widespread Misunderstanding of Advertising

It appears Openai is failing badly in ads. The key problem is everyone thinks they understand ads as we all deal with them constantly. As someone who has spent two decades in the space, I can confirm...

By Zach Coelius
Office Return Gains: Downtown 53%, Class A+ 80%
SocialApr 9, 2026

Office Return Gains: Downtown 53%, Class A+ 80%

SF Office update from my buddy Jay at Cushman: A slight uptick on back-to-the-office data. Cell phone pings downtown are roughly 53% of where they were in early 2020. Data from Class A+ buildings is 80%.

By Zach Coelius