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Impact Reporting Solutions for Impact Investors

Standardize impact metrics, centralize data across portfolio companies, and create compelling reports that enable confident fundraising and data-driven portfolio decisions.

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Trusted by Leading Impact Investors

VilCap
Accion
OWL Ventures
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Clear Vision Impact Fund
National Bankers Association
HCAP Partners
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Why Investors Choose UpMetrics

UpMetrics helps investors spend less time chasing data and more time making strategic, data-informed decisions that drive both impact and returns.

Clear, Credible Reporting for LPs & Stakeholders
One Integrated View of Portfolio Performance
Data-Driven Performance Improvement
Confident Fundraising, Backed by Reliable Data
Less Reporting Burden on Portfolio Companies
Robust Data Security You Can Count On

How UpMetrics Supports Impact Investors

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The UpMetrics Platform

A modern, funder-friendly tool built to streamline data collection, impact analysis, and reporting - delivering the insights you need to drive your mission forward.

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Managed & Professional Services

Our services provide additional capacity and subject matter expertise to help you operationalize your impact strategy and get more from your data.

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New Research: What Portfolio Companies Actually Think About Impact Reporting

In partnership with Impact Capital Managers, this research surveyed nearly 100 private companies invested in by ICM member funds to understand how they experience impact data collection and how investors can better support them.

The findings highlight strong demand for clearer communication between company leadership and investors, greater alignment on metrics, and improved data systems that turn reporting obligations into useful insights that demonstrate performance and strategic value.

Read the full report
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The UpMetrics Platform

Portfolio Data Collection to LP Reporting - All in One Platform

UpMetrics provides the tools investors need to collect better data, surface actionable insights, and communicate impact with confidence.

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Centralized Data Collection & Management
  • Smart, Relevant Data Requests: Build theme-specific question sets with conditional logic so portfolio companies only see relevant metrics (less burden for them, cleaner data for you).
  • Integrations & Imports: Pull in data from external tools and systems to eliminate manual work and centralize everything in one place.
  • Qualitative Data Capture: Capture stories, photos, and other contextual elements that help bring your impact to life, and transform them into measurable datapoints.
  • Submission Tracking & Version Control: Track exactly who's submitted, who needs follow-up, and which report versions were shared with which portfolio companies.

Advanced Analytics & Reporting
  • Advanced Visualizations: Leverage a wide range of visualization options to dynamically explore and present data.
  • Theme-Level & Fund-Level Intelligence: Analyze impact within individual themes or roll up to track fund-level performance, enabling you to see granular details and the big picture.
  • Exploratory Filtering & Drill-Down: Filter, drill into, and explore data from every angle to reveal meaningful insights and answer emerging questions on the fly.
  • Benchmarking Tools: Compare performance against fund averages, investment thesis targets, or sector benchmarks to identify which investments are driving outsized impact and which need additional support.
  • Real-Time Insights: Dashboards update automatically as new data is submitted, helping you track performance, make decisions, and prepare for meetings on demand.

Presentation-Ready Dashboards
  • Interactive Dashboards: Build interactive, presentation-ready dashboards that can be customized for different audiences.
  • Context-Rich Storytelling: Combine impact metrics with deal performance, company narratives, and visuals to create dashboards that tell the full story.
  • Build Once, Reuse Everywhere: Create and reuse charts across multiple dashboards. When data updates, it automatically updates everywhere the chart is used - saving time, ensuring consistency, and keeping reporting aligned across your organization.

Secure Sharing & Permissions
  • Role and User-Based Permissions: Set dashboard and data permissions by role or user so teammates can self-serve the information they need while maintaining data security across funds.
  • Public Dashboard Links: Generate public URLs for dashboards to easily share impact data with external stakeholders - without providing access to sensitive underlying data.
  • Simplified Sharing via Embed & Export: Embed live charts in websites and online portals, or export them for presentations without manual reformatting.
  • SOC 2 Type 2 Compliant: UpMetrics provides enterprise-grade data security you can trust. We are SOC 2 Type 2 compliant, ensuring your sensitive portfolio and impact data is protected by independently audited security standards.
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One solution for all your stakeholders.

UpMetrics offers an integrated platform that gets information where it needs to be - helping you save time on data collection and reporting, make the most informed decisions for your portfolio, and present a confident, data-backed impact story.

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Provide Impact Directors with a centralized system to standardize portfolio metrics and build credibility with stakeholders through consistent, defensible impact data

Equip Operations teams with automated data collection and a centralized system of record that reduces manual workflows and scales as your fund grows

Enable Analysts to drill into data from every angle to investigate trends, validate assumptions, and dynamically present accurate, auditable impact data

Empower Portfolio Managers to monitor trends across multiple dimensions and identify which investments are driving outsized impact or need additional support
Give Managing Partners and Investment Committees visibility into both financial and impact performance data to inform strategy and LP communications

Grant Investor Relations & Communications teams access to performance dashboards so they can pull reports and presentation-ready materials without waiting on other teams

Services

Expert partnership to increase your team's capacity, strengthen your systems, and scale your impact.

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

  • Systems Integration & Data Migration

  • Data Collection & Transformation

  • Impact Reporting Strategy, Implementation & Management

  • Impact Dashboard Design & Maintenance

  • Strategic Advisory & Impact Framework Support

  • Platform Training & Education

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SJF Case Study Title Page

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 SJF Ventures' Case Study

Testimonials

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

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

SJF Ventures

Anna Rumer, Associate Impact Acceleration and Platform

UpMetrics has addressed several of our pain points simultaneously, and has provided a seamless path to robust data reporting and compelling data visualization.

National Bankers Association

Nicole Elam, President & CEO

With UpMetrics, I can share data back to portfolio companies with some analysis. It closes the loop, making impact reporting a two-way conversation instead of a data extraction process.

Kelsey Jarrett

Director of Impact, SJF Ventures

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Latest Articles from our Blog

Expert insights, trends, and best practices around impact reporting and using data to amplify meaningful change.