OKR template to optimize the performance of our venture capital portfolio

This customer success OKR template is a strong starting point for teams that need better alignment, clearer priorities, and more disciplined goal tracking.

Use it to turn a business priority into a measurable objective, then review progress weekly so your team can adjust execution before the quarter gets away from you.

Your OKR template

The OKR is centered on optimizing the performance of a venture capital portfolio. This includes conducting thorough due diligence on 30 or more start-ups to identify potential investment opportunities. Several activities support these initiatives including discussing findings with the investment committee, compiling a list of potential start-ups based on industry trends and financial health, and analysing each start-up's business model and market potential.

It also seeks to improve the current portfolio's returns on investment (ROI) by 15%. This will be achieved by identifying and rectifying underperforming assets, conducting market research to find profitable opportunities and developing and implementing an investment diversification strategy.

A further objective is to decrease underperforming investments by 20%. This will involve comprehensive risk assessments on each asset, identifying underperforming investments, and subsequently, strategically selling off around a fifth of these underperforming assets.

In summary, the OKR focuses on enhancing the portfolio's performance through careful start-up selection, ROI maximization, and mitigation of poor-performing investments. This will lead not only to optimization of the venture capital portfolio but also to greater financial health and stability.

ObjectiveOptimize the performance of our venture capital portfolio
KRConduct 30+ thorough due diligence to identify promising start-ups for investment
Present and discuss findings with the investment committee for decision making
Compile a list of potential startups based on industry trends and financial health
Conduct a detailed analysis of each startup's business model and market potential
KRIncrease portfolio ROI by 15% through strategic investments and diversification
Review current portfolio, identify underperforming assets
Conduct market research for profitable investment opportunities
Develop and implement a diversification strategy
KRDecrease underperforming investments by 20% by performing comprehensive risk assessments
Conduct comprehensive risk assessments on each asset
Identify underperforming investments in your portfolio
Strategically sell off 20% of underperforming assets

Use in Tability

Tability: the best OKR software for results-driven teams

OKRs should be tracked weekly to be effective, and Tability is the perfect tool for that.

Tability is the best OKR software that embraces modern principles to help teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

Get an OKR agent that can review existing OKRs, suggest improvements, and monitor execution
Connect your OKRs and team goals to Jira, ClickUp, Linear, Asana, and more
Automate reporting with integrations and built-in dashboard

You can import OKRs in seconds with the magic importer, and start executing your goals in no time.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Now, just click on Import from text and let the magic happen.

Once your example is in the plan editor, you will be able to:

Edit the objectives, key results, and tasks
Click on the target 0 → 100% to set better target
Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

10+ built-in dashboards to visualise progress on your goals
Weekly reminders, data connectors, and smart notifications
9 views to map OKRs to strategic projects
Strategy map to align teams at scale