UpMetrics for Impact Investors

Optimize Financial and Social Returns

Maximize both financial and impact returns with streamlined data management, actionable insights, and transparent reporting.

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Streamline Data Collection
& Management

Improve Quality &
Depth of Reporting

Identify Opportunities to Maximize Impact & Return

Keep Stakeholders Informed & Engaged

How Impact Investors Use UpMetrics

We've purpose-built a platform that empowers impact investors to track and measure the impact driven by your investment portfolio, maximize the value of your investments, and provide accountability to your stakeholders.

Impact Management

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

Impact Reporting

Improve reporting to investors through dynamic, accessible dashboards that incorporate investment allocations and customized KPIs.

Portfolio Support

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

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 impact measurement and management methodology, known as DeCAL, provides a step-by-step process for collecting and analyzing the data you need to transparently evaluate and communicate the impact of your investments.

Establish your IMM Strategy in an Impact Framework

Define clear impact objectives, as well as the Key Impact Indicators you'll use to evaluate your progress, in a framework that's clear, structured, and measurable.

Simplify Data Collection & Management

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

Measure your Impact
& Learn from your Data

Visualize impact data in customizable dashboards to measure the extent to which you're achieving your impact goals, identify area of improvement, and highlighting where progress has been made year over year.

Report on Outcomes & Share Real-time Updates

Easily communicate the impact you're creating and how that it aligns to the outcomes that you're seeking, and 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 foundational features of our platform, perfect for getting started.

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

Why create an Impact Framework?

An impact framework lays the foundation for tracking measuring outcomes across your portfolio, aligning investments with your values, and helps you communicate your impact story transparently to stakeholders.

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IMM Suite Plans for Impact Investors

Get started for free, or subscribe to one of our IMM Suite plans to unlock the full Define, Collect, Analyze and Leverage functionality within UpMetrics.

We offer a range of product plans designed to serve impact investors of all types. Whether you're focused on environmental sustainability, social justice, or economic empowerment, our tailored solutions provide the tools you need to drive positive change.

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

"The UpMetrics team has been instrumental in helping us make surveys that are consistent so that we can use them year over year without recreating.

The time saved has allowed us to concentrate more on our work with our Fellows and stakeholders.”

- Aaron Walker, CEO and Founder at Camelback Ventures

Explore Customer Stories

Case Study

How Sonen Capital is Leading the Way in 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 at Sonen Capital

Read Case Study

Resources for Impact Investors

Guide Impact Measurement in Impact Investing

How prioritizing IMM can help you stand out in the increasingly competitive impact investor landscape

Let's go

How Lime Rock New Energy's impact-driven investment strategy is boldly addressing the global climate crisis

Let's Go

How to Tell Your Story of Impact with Data Guide Cover

How to combine metrics and stories to paint a powerful picture of your impact outcomes