Private Markets

Innovative investment opportunities that align with your values

Investing only in public markets misses opportunities to create value and make an impact. 50 times more companies with revenues exceeding $10M are privately-held than publicly-traded, but investing in private markets has not always been accessible.1

We see opportunities to change that, and we want you to join us.

OneAscent is making private investment opportunities accessible to all faith-based advisors and investors. We believe rapidly growing, for-profit businesses are powerful economic engines for growth and have the greatest potential for positive impact.

Adding value with private market investments

When combined with traditional public market strategies, private market investments can provide several complementary benefits:

Enhanced Return Potential

Private markets can offer higher return potential due to inefficiencies, limited competition, a larger pool of companies, and the benefits of active investment management.

Low-Correlated Diversification

Private markets offer low correlation to public markets due to illiquidity, company-specific valuation drivers, and asset categories like real estate, with diversification enhancing their benefits.

Access to High-Growth, Innovative Companies

Venture-backed companies often have higher valuation multiples than average leading to greater return potential and positive impact.

Direct Opportunity for Positive Impact

Private investments fund companies directly, helping achieve business goals, develop company cultures, and prioritize positive impact.

Our Private Market Solutions

Discover how OneAscent equips financial advisors with values-based tools and support for their practice.

For Financial Advisors

An intentional program for investing in private markets requires rigorous attention and management.

Our specialized investment managers offer research-backed solutions that complement public market investments.

Discover how we can empower you to offer the benefits of private market investments to your clients.

Download Our Private Investing Brief

For Investors

Given the sheer number of options, and the lack of passive investment options that are available in public markets, it is critical to choose a manager you trust.

Our professionally-managed, values-aligned portfolios offer opportunities for attractive returns while investing in innovative companies making a positive difference.

Invest Today

Private investment opportunities for all stewards

Private Market Funds
Interval Funds
Private Placement Opportunities
Private Real Estate
Private Equity LP Funds
Evergreen Funds
Special Purpose Vehicles
Custom Private Portfolios

Our Investment Process

Our private market solutions consider each opportunity for alignment with faith-based values and for potential performance, growth, and impact.
Identify
Aggregate deal flow pipeline from networks for investment sourcing and perform macro-economic assessment for portfolio construction
Evaluate
Analyze for values alignment, impact focus & fundamental performance and complete operational and legal due diligence
Commit
Select investments within portfolio construction strategy, finalize investment decision, and negotiate terms and pricing
Guide
Engage with portfolio company leaders and fund managers to support their progress, and maintain ongoing oversight and reporting
An actively managed, high-conviction private markets portfolio that we believe positively impacts the world

Our Products

Traditional Private Investing
Most private market investing is done through traditional LP or LLC fund structures, which have a long history of providing competitive returns to investors.
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Interval Fund Investing
OneAscent Capital Opportunities Fund (“OACOX”) opens the door to private markets investing for all investors and utilizes our values-aligned investing approach for a positive impact.
Learn More
Permanent Capital Investing
Investing in permanent capital, or evergreen funds, has the potential to provide long-term capital appreciation and great alignment between investors, fund managers, and the companies in which they invest.
Coming soon

Diversity and multiply your impact with private markets.

If you’re ready to support innovative companies and the people who lead them, then contact us today to start investing in our rigorously-vetted and managed private investment funds.
Advisors
Schedule a consultation
Investors
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1Source: National Center for The Middle Market, 2023; McKinsey, 2021, ~182,000 private companies with revenues greater than $10m vs ~4,000 public companies