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Plans for Impact Funders

Turn your impact data into a
strategic advantage

UpMetrics helps grantmakers and impact investors move beyond spreadsheets to collect, analyze, and communicate impact with confidence. Every plan is built around your goals, not generic tiers.

WHY UPMETRICS

Designed for the way funders actually work.

Most platforms were built for data teams. UpMetrics was built for mission-driven organizations who need insight, not just infrastructure.

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From fragmented data to a single source of truth

Stop stitching together spreadsheets, emails, and PDFs. UpMetrics centralizes all your grantee and portfolio company data so you can see the full picture instantly.

 

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Benchmark, filter, and find what matters

Advanced filtering and benchmarking tools let you compare performance, set targets, and surface the insights that drive smarter grantmaking and investing decisions.

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Use data to learn and improve, not just report

UpMetrics is built for organizations that treat impact reporting as a learning tool, not a compliance checkbox. Close the loop between data and decisions so every cycle makes your strategy sharper.

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Strengthen relationships with grantees and portfolio companies

Move beyond annual reporting burdens. UpMetrics creates a shared data layer that builds trust and reduces friction between funders and the organizations they support.

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Tell your impact story to any audience

Whether you're reporting to a board, presenting to LPs, or communicating publicly, UpMetrics dashboards make it easy to share compelling, credible impact narratives.

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Spend less time on reporting, more time on impact

UpMetrics streamlines the entire reporting workflow. What used to take weeks of wrangling spreadsheets and chasing submissions gets done in a fraction of the time.

OUR PLANS

Multiple ways to invest in your impact infrastructure.

Every plan is customized to your organization's size, goals, and complexity. Pricing is always discussed directly with our team so we can scope the right solution for you.

Impact Reporting Platform


A full-featured platform for funders who need to define their impact strategy, collect data from grantees or portfolio companies, analyze results, and share compelling reports.

Multiple tiers available to match your organization's scale.

WHAT'S INCLUDED:

Define: Build custom impact frameworks with objectives, KIIs, and pathways, or start from templates
Collect: Centralize impact data from CSV uploads, Google Sheets, integrations, and qualitative stories
Report: Design and send customized report requests; manage submissions, revisions, and approvals in one place
Analyze: Explore data with basic and advanced dashboards, including dynamic charts, filtering, and drill-down
Leverage: Share impact data externally by embedding or exporting charts, or public dashboard links

Professional & Managed Services


Whether you need one-time project support or an ongoing partner, our services team handles the heavy lifting of data collection, management, and reporting so you can stay focused on driving change.

Multiple service options available to match your needs and maturity.

SERVICE CATEGORIES:

Systems Integration & Data Migration
Data Collection & Transformation
Impact Reporting Strategy, Implementation & Management
Impact Dashboard Design & Maintenance
Strategic Advisory & Impact Framework Support
Platform Training & Education

Capacity Building Cohorts


Our Cohorts offer funders a way to invest in nonprofit capacity with clarity and confidence, while nonprofits cultivate skills and connections that advance their mission.

WHAT'S INCLUDED:

Grantees & Funder: Access to UpMetric's Impact Reporting Platform

Grantees: Skill-building workshops in data, reporting, and fundraising

Grantees: Hands-on support from a dedicated team of experts

Grantees: Peer learning sessions
Funder: Dashboards to track real-time impact data across your portfolio
Grantees & Funder: Opportunities to connect and collaborate with other local nonprofits & funders

CLIENT STORIES

What our partners say.

From family foundations to venture funds, funders of every kind use UpMetrics to elevate their impact practice.

Collecting impact data from 37 active portfolio companies is a tall order. UpMetrics has helped us evolve our annual impact reporting from a burden into a value-add practice for SJF's portfolio.

SJF Ventures

Anna Rumer, Associate Impact Acceleration and Platform
Providing grantees with impact measurement tools, while helping them become financially sustainable long-term, is very exciting. Working with UpMetrics has made the process of becoming data-driven seamless.

Foglia Family Foundation

Ann Schirk, Foundation Administrator

Before UpMetrics, I would pull out my phone and calculate the data myself. Now I pull up our dashboard and easily filter and find the data I need. What an easier experience!

American Heart Association

Claire Ugo-Ike, Program and Evaluation Lead

UpMetrics has enabled us to measure and share our impact much easier with LPs and our key stakeholders compared to tools like Tablecloth.

HCAP Partners

Hope Mago, Partner
Our partnership with UpMetrics addresses several pain points simultaneously and provides a seamless path to robust data reporting and compelling data visualization.

National Bankers Association

Nicole Elam, President & CEO
UpMetrics is generous with their insights and time, and their dashboards brought our survey findings to life – a testament to how they help fund managers use impact data more effectively.

Impact Capital Managers

UpMetrics has been an invaluable partner for impact data capacity-building among our grantees here in the Chicago area. By helping them with goals, progress, and other reporting, UpMetrics fostered better program communication, collaboration, and growth through shared learnings.

ICM Chicago Charitable Foundation

Lisa Wiersma, Executive Director
GET STARTED

Let's find the right plan for your organization.

Our team will walk you through the platform, understand your goals, and recommend the right fit. No pressure, no generic demos.