Sonen Capital Case Study

With a drive to keep trailblazing in the impact investing space, the team at Sonen Capital is working closely with UpMetrics to set up the firm, its fund managers, and its clients for success today and into the future.

“We’re already seeing billions of dollars move toward solving problems around sustainability, climate emissions, and equality, but without some accountability in the form of impact measurement, how do investors know what’s really worth investing in, and what just looks good on paper?”

- Will Morgan, Head of Impact at Sonen Capital

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About Sonen Capital

Sonen Capital provides impact investment and advisory services to families, foundations, institutions and advisors. As an employee-owned B Corporation, they are committed to integrating social and environmental impact into the investment process to deliver on your financial and impact goals.

Customer Since: 2021
Vertical: Impact Investing

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Challenges before UpMetrics

Far too much data to manage effectively in spreadsheets
No centralized data source or collection methods
Challenging to understand or measure non-financial results of investments
Manual and cumbersome reporting process

After Engaging with UpMetrics

Easy to call up proof points that communicate impact insights
Streamlined approach to data collection using custom, fund-specific surveys
Customized dashboards aligned to each client's portfolio
Impact reporting that aligns to industry best practices and standards

"Some people think proving investment impact must be simple, but it’s not. If you’re going to make an intentional effort to create a specific change, it takes a thoughtful strategy coupled with robust impact reporting capabilities.

UpMetrics has been a true partner in helping us simplify our impact data collection practices, and visualize our growing body of impact data - and thus measure the extent to which we’re achieving our intentions."

CASE STUDY

Generating Returns, Proving Impact

How Sonen Capital is Leading the Way in Creating a
Data-Fueled Future for Impact Investing

With a drive to keep trailblazing in the impact investing space, the team at Sonen Capital is working closely with UpMetrics to set up the firm, its fund managers, and its clients for success today and into the future.

Download the full case study

About Sonen Capital

Challenges before UpMetrics

After Engaging with UpMetrics

"Some people think proving investment impact must be simple, but it’s not. If you’re going to make an intentional effort to create a specific change, it takes a thoughtful strategy coupled with robust impact reporting capabilities.

UpMetrics has been a true partner in helping us simplify our impact data collection practices, and visualize our growing body of impact data - and thus measure the extent to which we’re achieving our intentions."

- Will Morgan, Head of Impact at Sonen Capital

CASE STUDY

Generating Returns, Proving Impact

How Sonen Capital is Leading the Way in Creating a Data-Fueled Future for Impact Investing

With a drive to keep trailblazing in the impact investing space, the team at Sonen Capital is working closely with UpMetrics to set up the firm, its fund managers, and its clients for success today and into the future.

Download the full case study

About Sonen Capital

Challenges before UpMetrics

After Engaging with UpMetrics

"Some people think proving investment impact must be simple, but it’s not. If you’re going to make an intentional effort to create a specific change, it takes a thoughtful strategy coupled with robust impact reporting capabilities.

UpMetrics has been a true partner in helping us simplify our impact data collection practices, and visualize our growing body of impact data - and thus measure the extent to which we’re achieving our intentions."

- Will Morgan, Head of Impact at Sonen Capital

How Sonen Capital is Leading the Way in Creating a
Data-Fueled Future for Impact Investing