Private EquityRIA · CRD 321054Private Fund Adviser

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Uplifting Capital

Uplifting Capital pursues impactful private market investments that have been underfunded even where they offer competitive risk-adjusted returns.

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Uplifting Capital

Uplifting Capital pursues impactful private market investments that have been underfunded even where they offer competitive risk-adjusted returns. The firm is built to seize opportunities created by this market inefficiency and to unlock impact alpha for investors. It draws on deep and diverse experience, including an extensive institutional investing background and lived experience with its investment thesis.

General information

Firm type

Private Equity

Year founded

2021

Location

Region

North America

Country

United States

City

San Rafael

Corporate office

San Rafael, CA, United States

Sector focus

EducationHealthcare ServicesEnergy Transition & RenewablesFinancial Services

Frequently asked questions

How does Uplifting Capital define and measure impact?

The firm aligns its portfolio with four thematic pillars — economic inclusion, health and wellness, climate solutions, and education access — and selects companies whose core business models advance measurable outcomes within those areas. Specific metrics and reporting frameworks are not publicly detailed, but the firm's communications emphasize that impact is assessed through operational data tied directly to revenue growth, not through separate philanthropic reporting. This approach is designed to make impact diligence integral to investment underwriting rather than a parallel track.

Does Uplifting Capital target market-rate returns or concessionary returns?

Uplifting Capital explicitly targets market-rate, institutional-quality returns. This distinguishes it from impact funds that accept below-market returns in exchange for deeper social outcomes. The firm's thesis is that the demographic, regulatory, and consumer trends driving its four themes create commercial opportunities that do not require a return discount — but do require a diligence process that equally weights financial and impact analysis.

What investment stages does Uplifting Capital typically target?

The firm focuses on growth equity, entering after a company has demonstrated product-market fit and initial commercial traction. Uplifting Capital does not present itself as a seed or early-stage venture investor. The growth-stage mandate allows the firm to deploy larger checks into companies that are scaling proven impact models, reducing both execution risk and the time horizon to exit relative to venture-stage impact strategies.

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