Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Investor Pitch 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.
Formulating strong OKRs can be a complex endeavor, particularly for first-timers. Prioritizing outcomes over projects is crucial when developing your plans.
We've tailored a list of OKRs examples for Investor Pitch to help you. You can look at any of the templates below to get some inspiration for 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 Investor Pitch 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.
Investor Pitch OKRs examples
You'll find below a list of Objectives and Key Results templates for Investor Pitch. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.
Hope you'll find this helpful!
OKRs to secure funding for mobile game prototype
ObjectiveSecure funding for mobile game prototype
KRResearch and identify 100 viable investors for gaming prototype by week 6- KRDevelop and perfect a unique and engaging pitch for potential funders by week 3
Identify unique selling points of the project- Practice the pitch for fluid delivery
- Create a compelling narrative for the pitch
- KRSecure meetings and present pitch to at least 50% of identified investors
- Prepare and rehearse investor pitch
- Compile contacts of identified investors
- Schedule meetings with each investor
OKRs to improve investor pitch deck and materials
- ObjectiveOptimize investor pitch deck and materials
- KRReceive positive feedback from at least 80% of investors
- KRIncrease conversion rate of investors reached
- KRReduce the average time to close a deal
- KRAchieve a 20% increase in investment amount
OKRs to boost funding penetration to stride towards the 10% goal
- ObjectiveBoost funding penetration to stride towards the 10% goal
- KRIncrease funding proposals by 20% attracting new investors
- Develop multi-channel marketing strategy for funding proposals
- Strengthen network relationships for increased investor interest
- Introduce innovative projects to attract fresh investors
- KRImprove approval rate of proposals by 30% with persuasive pitches
- Improve team skills by organizing frequent sales pitch training
- Conduct research on successful strategies for persuasive pitching
- Gather feedback and continuously refine the pitch content and delivery
- KRMaintain a 10% increase in total funding secured each month
- Regularly communicate updates to current investors
- Research and identify potential new investors weekly
- Develop and refine the pitch deck continuously
OKRs to raise 1 Million US Dollars as seed funding
- ObjectiveRaise 1 Million US Dollars as seed funding
- KRIdentify and pitch to 50 potential investors in targeted industries
- Create a comprehensive list of 50 potential investors in targeted industries
- Research each investor's interests, prioritizing those aligned with our company
- Develop and customize pitches tailored to each potential investor
- KRSecure commitments from 10 investors at an average of $100,000 each
- Schedule individual meetings to present pitch
- Identify 20 potential investors for initial outreach
- Prepare a persuasive investment pitch
- KRExecute fundraising events/campaigns generating $200,000 in total
- Organize high-donor events and peer-to-peer fundraising campaigns
- Implement donor stewardship plan to encourage repeat contributions
- Develop a comprehensive fundraising strategy targeting a $200,000 goal
Investor Pitch 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
Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.
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
Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.
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 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
Spreadsheets are enough to get started. Then, once you need to scale you can use 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 Investor Pitch OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance platform performance through strategic commercial projects
- OKRs to enhance overall satisfaction of customer interactions
- OKRs to craft an inspiring shared company mission, vision, and core values
- OKRs to enhance creative innovation prowess in apparel design
- OKRs to implement fraud reporting applications for customers
- OKRs to complete holistic roadmap for human capital management 2024