Streamline Data Collection
& Management
Improve Quality &
Depth of Reporting
Identify Opportunities to Maximize Impact & Return
Keep Stakeholders Informed & Engaged
How Impact Investors Use UpMetrics
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.
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.
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.
"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
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
Resources for Impact Investors
How prioritizing IMM can help you stand out in the increasingly competitive impact investor landscape
