Impact Measurement and Management for Impact Investors

You want your investments to generate a positive, measurable social and environmental impact alongside a financial return. UpMetrics can help you with tools that empower measurable impact investing.

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As an impact investor, you’ve been entrusted to make strategic decisions that lead to a better tomorrow. Our impact measurement and management (IMM) software allows you to:

Collect and analyze data to measure impact, both pre- and post-investment, and how that aligns with the outcomes you’re seeking to create
Empower portfolio companies to better understand the impact of their work, along with potential areas for improvement
Visualize and present impact data to stakeholders to support accountability, continuous learning, and market-building

Our Impact Investor Clients

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

The ability to send metrics dashboards to investors without having to recreate them from scratch each time has been a game-changer.

Camelback Ventures

Aaron Walker, CEO & Founder

Streamlining data collection has not only saved us time and energy, but also improved the quality and depth of our reporting.

Limerock New Energy

Mark Lewis, Managing Director

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 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

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

Sonen Capital

Will Morgan, Managing Director and Head of Impact

How Impact Investors Use UpMetrics

Impact Management

Collect, organize, and visualize impact investment metrics across investments to enable data-driven decision-making and resource allocation.

Impact Reporting

Improve reporting through dynamic, accessible dashboards with investment allocations and customized key performance indicators (KPIs).

Portfolio Support

Add value to portfolio companies—and incentivize data submission—with easy-to-use data sharing tools and a tailored dashboard for each portfolio company.

Pipeline Analytics

Apply your impact criteria across prospective investments during due diligence to deliver impact assessment ratings.

Community Indexing

Import community-level data for deeper insights into community assets and needs.

How UpMetrics Works

Our solution is built on our impact measurement and management methodology, DeCAL (Define, Collect, Analyze, and Leverage). This methodology provides a step-by-step process for your organization and the organizations you invest in to collect and analyze the necessary data for evaluating and reporting impact.

Establish your IMM Strategy in an Impact Framework

Define clear impact objectives and the impact investment metrics you'll use to evaluate progress in a clear, structured, and measurable framework.

Simplify Data Collection & Management

Deploy easy-to-use surveys or import data from other systems to gather all relevant information in one place and simplify reporting.

Measure your Impact & Learn From Your Data

Visualize impact data in customizable dashboards to measure progress toward client impact goals, identify areas of improvement, and highlight where progress has been made year over year.

Report on Outcomes & Share Real-Time Updates

Easily communicate the impact your investments drive and how it aligns with desired outcomes. Provide stakeholders with real-time impact data through consistently updated dashboards.

Starter Plan:
Access the Essentials for Free

UpMetrics' Starter Plan gives you free, unlimited access to our platform’s foundational features, perfect for getting started.

These include our impact framework builder, themed framework templates, and the ability to create and publish a public profile page.

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Plans & Pricing

We offer a range of product plans designed to serve impact investors of all types.

Whether your organization focuses on environmental sustainability, social justice, or economic empowerment, our tailored solutions provide the tools you need to drive positive change.

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A screenshot of an Impact Framework within the UpMetrics platform

Case Study: How SJF Ventures is “Bending the Curve” and Driving Sustainable and Equitable Growth Through Data

"Collecting impact data from thirty-seven active portfolio companies is a tall order. UpMetrics has been an excellent partner throughout our annual reporting process, and they've helped evolve our impact reporting from a burden into a value-add practice for our portfolio."

- Anna Rumer | Associate, Portfolio Acceleration

Read Case Study

Case Study: How Sonen Capital is Creating a Data-Fueled Future for Impact Investing

"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 | Managing Director and Head of Impact