Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Capital Investment OKRs?
The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.
Creating impactful OKRs can be a daunting task, especially for newcomers. Shifting your focus from projects to outcomes is key to successful planning.
We have curated a selection of OKR examples specifically for Capital Investment to assist you. Feel free to explore the templates below for inspiration in setting your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
The best tools for writing perfect Capital Investment OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
Capital Investment OKRs examples
We've added many examples of Capital Investment Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.
Hope you'll find this helpful!
OKRs to optimize the performance of our venture capital portfolio
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
OKRs to secure $350K from potential investor
- ObjectiveSecure $350K from potential investor
- KRResearch and compile a list of 30 potential investors by Week 2
- Identify sectors of interest for potential investors
- Research possible investors within those sectors
- Compile a list of 30 potential investors
- KRSuccessfully pitch and secure $350K investment from at least 1 investor by Week 8
- Schedule and execute persuasive pitch meetings showcasing robust return on investment
- Identify and research potential investors in the company's sector
- Draft compelling business plan detailing profitability and growth potential
- KRInitiate contact with all potential investors and secure 10 meetings by Week 4
- Identify and list all potential investors
- Draft personalized outreach emails for each investor
- Schedule and confirm 10 meetings by Week 4
Capital Investment OKR best practices
Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Here are a couple of best practices extracted from our OKR implementation guide 👇
Tip #1: Limit the number of key results
The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.
We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.
Tip #2: Commit to weekly OKR check-ins
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.
Being able to see trends for your key results will also keep yourself honest.
Tip #3: No more than 2 yellow statuses in a row
Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.
As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.
Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.
Save hours with automated Capital Investment OKR dashboards
Your quarterly OKRs should be tracked weekly if you want to get all the benefits of the OKRs framework. Reviewing progress periodically has several advantages:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Capital Investment OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to boost sales of slurry pumps to 550000
- OKRs to build and launch our minimum viable product (MVP)
- OKRs to boost African tourism through innovative strategies
- OKRs to enhance productivity and reduce stress via effective time management
- OKRs to reduce student dropout rate by identifying students at risk
- OKRs to implement a cost-effective solution for portfolio tracking