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Investor Engagement metrics and KPIs

What are Investor Engagement metrics?

Finding the right Investor Engagement metrics can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

Find Investor Engagement metrics with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI metrics generator below to generate your own strategies.

Examples of Investor Engagement metrics and KPIs

Metrics for Finding Basketball Team Investors

  • 1. Investor Lead Conversion Rate

    The percentage of investor leads that become actual investors

    What good looks like for this metric: 5-10%

    Ideas to improve this metric
    • Refine your target investor profile
    • Enhance the quality of investor pitch deck
    • Utilise personalised communication strategies
    • Provide attractive investment incentives
    • Follow-up consistently with leads

  • 2. Average Investment Amount

    The average amount of money invested by investors

    What good looks like for this metric: $10,000 - $50,000

    Ideas to improve this metric
    • Highlight potential high returns on investment
    • Showcase successful case studies
    • Enhance stakeholder engagement activities
    • Offer exclusive opportunities for larger investors
    • Improve clarity and transparency of financial reports

  • 3. Investor Engagement Rate

    The level of interaction and engagement from potential investors during the investment process

    What good looks like for this metric: 40-60%

    Ideas to improve this metric
    • Host investor networking events
    • Create engaging investor newsletters
    • Utilise social media for investor engagement
    • Offer behind-the-scenes access to the team
    • Conduct regular investor update meetings

  • 4. Investment Proposal Acceptance Rate

    The percentage of investment proposals that are accepted by investors

    What good looks like for this metric: 10-20%

    Ideas to improve this metric
    • Craft compelling investment proposals
    • Provide clear risk and benefit analyses
    • Strengthen team and management capabilities
    • Show a proven track record of success
    • Negotiate favourable terms and conditions

  • 5. Funding Goal Achievement Rate

    The percentage of the funding goal that is achieved from investor contributions

    What good looks like for this metric: 70-90%

    Ideas to improve this metric
    • Set realistic and achievable funding goals
    • Utilise a tiered funding approach
    • Engage a broad spectrum of potential investors
    • Provide alternative funding mechanisms
    • Regularly communicate the progress towards goals
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Implement these metrics

Tracking your Investor Engagement metrics

Having a plan is one thing, sticking to it is another.

Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

Tability Insights DashboardTability's check-ins will save you hours and increase transparency

More metrics recently published

We have more examples to help you below.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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