Track Financial Returns and Social Impact in One Framework

Impact investing requires measuring success across two dimensions: financial performance and real-world impact. This Impact Investing Measurement Framework helps investors, fund managers, and social enterprises establish clear expectations for both financial returns and social outcomes using globally recognized IRIS+ metrics.

Built for impact investors, ESG analysts, foundation managers, and sustainable finance teams, this template streamlines the process of defining investment objectives, selecting relevant impact indicators, and establishing baseline measurements for portfolio monitoring.

Why Use Paperform for Impact Measurement?

Traditional impact measurement often involves disconnected spreadsheets, manual data collection, and inconsistent reporting frameworks. With Paperform, you can create a centralized, on-brand assessment tool that:

• Captures structured data on financial expectations, impact goals, and IRIS+ metrics in one submission
• Uses conditional logic to show relevant impact categories and metrics based on investment sector and strategy
• Integrates seamlessly with your portfolio management tools, CRM, or data warehouse via Stepper (stepper.io) workflows
• Generates consistent reports across your entire portfolio with AI-powered insights to identify trends and gaps
• Maintains compliance with SOC 2 Type II security standards for sensitive investment data

Whether you're evaluating a new opportunity, onboarding portfolio companies, or conducting annual impact reviews, this framework ensures you're measuring what matters—both financially and socially.

How Stepper Amplifies Your Impact Data

Connect this form to Stepper to automatically route submissions to the right stakeholders, create portfolio tracking records in Airtable or your CRM, send customized onboarding emails based on investment stage, and trigger quarterly impact reporting workflows. With Stepper's AI-native automation, your impact measurement framework becomes a living system that keeps your team and portfolio companies aligned on goals and progress.

Perfect for: Impact investors, ESG analysts, social enterprises, foundation program officers, sustainable finance teams, development finance institutions, and responsible investment advisors managing portfolios where social and environmental outcomes matter as much as financial returns.