Impactful private market investments have been
underfunded, even where such investments offer
competitive risk-adjusted returns.
We are in a unique window to correct this capital market inefficiency, as private investments move from the periphery into the mainstream.
Advisors align investments with personal values, elevating the client relationship from a discussion around finances to a path toward self-actualization.
Along the way, clients feel both confident in their private equity portfolios and inspired to address the global challenges that matter most to them.
Who We Invest In
Portfolio managers and entrepreneurs who deliver.
A clear and sustainable value proposition or investment thesis that is expected to produce attractive risk-adjusted returns.
Measurable and material positive impact on people, planet, or economy.
Emotionally resonant impact that enables investors to feel empowered and aligned with their closely held personal values.
* We believe inclusive investing is an advantage. We seek managers who are high performing with well-built firms, yet overlooked by traditional sourcing channels or improperly evaluated by outdated due diligence frameworks.
How We Do It
Uplifting Capital operates a proprietary database powered by over 15 years of impact investing research, analysis, and investment due diligence.
1. Private Market Impact Database
Our dynamic private market impact investing database tracks over 1,200 portfolio managers screened and profiled across investment strategies, impact themes, and applicable UN Sustainable Development Goals.
2. Thesis Driven Sourcing
We identify and proactively monitor managers and investments with high potential to generate attractive risk-adjusted returns, drive positive impact, and engage investors along their personal values. We stay informed through an expansive network of fund managers, entrepreneurs, impact organizations, consultants, and fellow allocators.
3. Qualified Review
When an investment opportunity fits an Uplifting Capital portfolio need, we meet with the investment managers and review key information from multiple sources to deepen our understanding of the people connected to the investment, their operational capabilities, the investment strategy, and impact approach.
4. Full Due Dilligence
We perform investment and operational due diligence, impact analysis, and expected cash flow modeling, considering information and analysis from third party sources in addition to our own before making a final investment decision.
5. Portfolio Construction
We build private market impact vehicles as a wealth management solution. Our portfolios provide access to a highly diversified set of investments thoughtfully curated by impact theme, sub-asset class, and investment strategy. We invest in differentiated return and cash flow profiles to produce a layered investment experience tailored to complement traditional public investments.
Creating deep and lasting impact is at the core of what we do.
Our impact is integrated with financial considerations at all stages of decision-making and across our entire investment process.
Advancing social justice and well-being
- JEDI (Justice, Equity, Diversity, & Inclusion)
- Health & Wellness
Preserving and protecting our world
- Renewable & Efficient Energy
- Conservation & Climate Change
- Sustainable Food Systems
Promoting inclusive and sustainable growth
- Financial Inclusion
- Small Business Development
- Affordable Housing
We are a minority-owned investment firm operating at the intersection of wealth management, private equity, and impact investing.
Toussaint BaileyFounder and CEO
Toussaint excels at aligning investments with purpose in support of collective efforts to uplift people, planet, and economy. He draws on deep experience as a leader in private wealth and a trailblazer in impact engagement.Read Bio
Toussaint is dedicated to helping people invest and engage in a manner that leaves them feeling uplifted and that results in meaningful progress. Prior to founding Uplifting Capital, he was CEO of Enso Wealth Management, a private wealth firm Toussaint joined in 2017 shortly after its formation. He oversaw the firm’s growth to nearly $2 billion of assets under management and its eventual acquisition by Choreo. Before financial services, Toussaint spent over a decade as a practicing attorney.
Toussaint serves in several advisory and board capacities, including Impact Investment Subcommittee of the Alternative & Direct Investment Securities Association; Investor Advisory Board of HBCU Founder Initiative; Executive Leadership Council of the Raphael House of San Francisco; Board of Directors of the Alliance for Safety and Justice; Advisory Board of Catalyst Housing Group; Advisory Board of SIY Global; and Strategic Advisor to FRSH.
- JD, UCLA School of Law
- BSE in Business Administration (honors concentration in Financial Services), Saint Mary’s College of California
Linda AssanteChief Investment Officer
Linda is an experienced institutional private market investor having led teams as an investment banker, investment consultant, and principal allocator for over 30 years in the financial services industry.Read Bio
Linda’s extensive background is in constructing and managing institutional quality private market investment portfolios for “insti-viduals” (i.e., individual families and foundations that invest like institutions). Prior to joining Uplifting Capital, Linda was a Managing Partner at Jasper Ridge Partners (formerly Oak Hill Investment Management), a discretionary investment management firm serving prominent families, foundations, and global institutions with $32 billion in assets under management. Linda was a member of the firm’s investment, portfolio construction, and valuation committees.
Prior to joining Jasper Ridge Partners in 2008, Linda was a Principal with The Townsend Group, where she constructed portfolios on behalf of public and private pension funds. Previously, Linda was at J.P. Morgan where she was Head of West Coast Real Estate, Lodging & Gaming Investment Banking.
Linda serves as a member of the Board of Directors for the Catalyst Impact Fund; James Campbell Company; Mountain View Clean Energy; The Swig Company; Terreno Realty Corporation; Pension Real Estate Association Foundation; and Urban Alliance. In addition, she serves on the Advisory Boards of Azimuth Capital Management and Catalyst Housing Group. Linda is also a member of the Board of Trustees of Lafayette College, currently serving as Vice Chair.
- BA in Economics and Business, Lafayette College
Denise E. BaileyChief of Staff
Denise is a business operations leader bringing extensive and diverse entrepreneurial experience into asset management. She is passionate about turning ideas into actions through a relentless commitment to learning.Read Bio
Denise provides executive support, investor relations, and oversees strategy and implementation of all back and middle office operations. She also helps to design the hiring management process, information management systems, and vendor management.
She is a graduate of the altMBA program, an intensive online workshop that teaches critical thinking, leadership, and innovation skills. Denise is a writer, former educator, and proud mother of three with an extensive background in organizational functions throughout many industries. Denise currently sits on the Executive Leadership Council for the Raphael House in San Francisco.
- Teaching Credential (Multiple Subject), Cal State University Dominguez Hills
- Early Childhood Education Certification, Santa Monica College
- BA in Communication (minor in Political Science–Justice & Community), Saint Mary’s College of California
Linda Magara HornerVice President of Impact Investments
Linda is an impactful strategist and investment professional with over 10 years of experience in healthcare, investment banking, and public accounting. She leads all aspects of Uplifting’s impact measurement, management, and engagement.Read Bio
Linda brings unique perspective as a proud Ugandan-American. She excels at building partnerships with aligned financial and impact organizations, identifying investment opportunities, and monitoring portfolio performance. Prior to joining Uplifting, Linda was the Director of Corporate Strategy at SCAN – one of the nation’s largest not-for-profit Medicare Advantage plans that is tackling some of the biggest issues in healthcare for older adults. She previously worked in investment banking for financial sponsors at Credit Suisse and as a senior auditor at Deloitte.
In 2020, Linda earned her MBA from Tuck School of Business at Dartmouth, where she received the Julia Stell award for outstanding leadership. She is passionate about women’s empowerment, mentoring minority entrepreneurs, and providing educational opportunities as a means of lifting entire families out of poverty. She currently serves on the Board of Action in Africa (Vice Chair) and National Black MBA Association (Entrepreneurship and Economic Development).
- MBA, The Tuck School of Business at Dartmouth
- BS in Business Administration (emphasis in Accounting), Summa Cum Laude (No. 1 in class), The Master’s University
Nassar OmarUplifting MBA Fellow Read Bio
- MBA Candidate, Ross School of Business at University of Michigan
- BBA in Business Administration (emphasis in Finance), Cum Laude, Morehouse College