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Impact Reporting Solutions for Impact Investors

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

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Trusted by Leading Impact Investors

VilCap
OWL Ventures
Lafayette Square logo
Clear Vision Impact Fund
National Bankers Association
HCAP Partners
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Capricorn Investment Group logo

Why Investors Choose UpMetrics

Most reporting workflows are zero percent value-add - no collaboration, no insight loop, just box-checking.

UpMetrics changes that with a two-sided reporting platform that creates value for both fund managers and their portfolio companies, so everyone spends less time chasing data and more time making strategic, impact-driven decisions.

Clear, Credible Reporting for LPs & Stakeholders
One Integrated View of Portfolio Performance
Data-Driven Insights & 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 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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SOC2 T2 - green - horizontal with strokeUpMetrics is SOC 2 Type 2 compliant, ensuring your sensitive portfolio and impact data is protected by independently audited security standards.

 

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.

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

Ready to amplify your impact?


Make faster, better-informed portfolio decisions and tell a compelling impact story backed by reliable data.

Latest Articles from our Blog

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

Frequently Asked Questions

Still have questions? Connect with our team and we'd be happy to answer them for you.

How does UpMetrics compare to other impact reporting tools?

Most impact reporting tools rely on third-party scoring or proxy data to assess portfolio performance. UpMetrics is built around direct data collection from your portfolio companies, which means your impact reports reflect what's actually happening in your investments, not an outside-in estimate. The result is more credible data for LPs, cleaner insights for your team, and a reporting process that creates value for both sides of the relationship. 

How is our data protected?

UpMetrics is SOC 2 Type 2 certified, which means our security practices have been independently audited, not just self-reported. All data is hosted on AWS servers in the United States, access is controlled by role-based permissions, and your portfolio data is never sold or shared with third parties. For fund managers handling confidential financial and impact data across dozens of companies, this level of security is table stakes, and we built for it from day one.

How does UpMetrics support LP reporting?

UpMetrics makes it easy to turn portfolio data into presentation-ready LP reports without starting from scratch each cycle. You can build dashboards that combine impact metrics, company narratives, and performance visuals, then share them via secure links or embeds, without giving LPs access to underlying data. As your portfolio grows and evolves, dashboards update automatically, so your reporting stays current without manual reformatting.

What does UpMetrics cost for impact investors?

Pricing scales based on your portfolio size and the features your team needs. We offer plans specifically designed for impact funders (investors and grantmakers), and managed services are available if you want hands-on support with data collection, framework design, or dashboard buildout. Book a call with our team and we'll walk you through the options that fit your fund.

Does UpMetrics integrate with our existing tools and data sources?

Yes. UpMetrics is built to work with the data sources you already use, so you're not asking teams to adopt yet another tool. You can pull in data from spreadsheets, external systems, and third-party sources, and our team can support migration if you're moving from a manual or fragmented reporting process. Everything centralizes in one place, giving you a single system of record across your full portfolio without overhauling how your companies operate.

Do organizations that report to us also have to sign up for UpMetrics?

They do — but the account is free and it's genuinely useful to them.

Instead of submitting into a black box, they get a central hub to manage data across all UpMetrics-connected reporting requests, collaboration tools for their team, and access to their own submission history.

When the platform benefits them — not just you — adoption follows.

How long does it take to get up and running?

Implementation time is dependent on the complexity of your data and your team's familiarity with data management tools, but most customers are up and running within four to six weeks.

For more comprehensive setups, structured implementation and onboarding Services can be purchased and can run up to 120 days.

Learn more about our Services.

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