CAVU Consumer Partners is a US-based investment firm focused exclusively on branded consumer companies. Founded by Brett Thomas and Rohan Oza, CAVU has built its platform around identifying and scaling culture-led, better-for-you consumer brands at moments of meaningful inflection. The firm is known for deep brand involvement, long-term partnerships with founders, and a strong track record of building category-defining consumer businesses.
In February 2026, CAVU Consumer Partners closed its fifth fund, Fund V, with $325 million in total commitments, exceeding its initial $275 million target. The fund was oversubscribed and marked a meaningful step up from the firm’s prior 2021 vintage, bringing total assets under management to just under $1.4 billion. More than 90 percent of existing limited partners re-upped into Fund V, alongside a selective group of new institutional investors, including asset managers, family offices, and endowments.
Fund V continues CAVU’s strategy of investing in consumer brands at critical growth inflection points, with flexibility to pursue growth-stage investments, earlier-stage opportunities, and selective incubations. The fund is designed to support brands as they scale distribution, build operational infrastructure, and prepare for strategic outcomes, benefiting from increasing demand among large strategics and private equity firms for wellness-oriented, authentic consumer brands.
Leadership
CAVU Consumer Partners is led by Managing Partners and Co-Founders Brett Thomas and Rohan Oza. The leadership team brings deep experience across consumer brand building, marketing, and growth investing, with a hands-on style that emphasizes close collaboration with founders and management teams.
Investment Strategy
CAVU follows a brand-led investment strategy grounded in the belief that the consumer sector is undergoing a structural shift toward innovation-driven growth. The firm prioritizes brands with strong cultural relevance, differentiated products, and clear consumer value propositions. CAVU works closely with portfolio companies on brand strategy, product expansion, distribution, and go-to-market execution, positioning businesses for durable growth rather than short-term optimization.
Notable Investments
Notable investments include:
These investments reflect CAVU’s focus on building brands that combine wellness, authenticity, and mass-market appeal.
Notable Exits
Poppi, acquired by PepsiCo, and OSEA, acquired by General Atlantic, represent two marquee exits that underscore strong strategic and private equity demand for scaled, culture-driven consumer brands.
Other
CAVU is particularly well suited for founders building consumer brands that require deep brand stewardship and long-term strategic support. The firm’s reputation for active involvement and its strong network across retail, distribution, and strategic acquirers make it a compelling partner for brands aiming to scale into category leaders. Founders should expect high engagement around brand, product, and growth strategy.
United States
