15 customisable OKR examples for Investment
What are 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.
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 Investment 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.
Building your own Investment OKRs 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 generator below or our more complete goal-setting system to generate your own OKRs.
Our customisable Investment OKRs examples
You'll find below a list of Objectives and Key Results templates for Investment. 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!
1. OKRs to grow personal net worth to $1m through strategic investments and savings
Grow personal net worth to $1m through strategic investments and savings
Invest 30% of saved income wisely in high-yield platforms
Allocate 30% of saved income for investment
Strategically invest funds in chosen platforms
Identify high-yield investment platforms with a good reputation
Limit expenses to save 50% of each month's income
Establish a consistent habit of depositing savings first
Splurge on necessities only to cut down on extra expenses
Consider cost-effective versions of daily used items
Increase passive income by 30% through evaluation and portfolio diversification
Research diverse investment opportunities for higher returns
Analyze current portfolio to identify underperforming assets
Allocate investments strategically to profitable assets
2. OKRs to establish consistent monthly earnings through cryptocurrency investments
Establish consistent monthly earnings through cryptocurrency investments
Invest in 3 diverse cryptocurrencies, aiming for 10% positive return
Research and select three diverse cryptocurrencies to invest in
Set a financial goal aiming for a 10% positive return
Monitor and adjust investments accordingly as market changes
Acquire fundamental knowledge on cryptocurrency investment by reading 5 comprehensive books
Summarize key points from each book
Schedule regular reading sessions weekly
Research and select 5 books on cryptocurrency investment
Track investments daily, maintain a monthly profitability above $200
Analyze profitability reports daily
Adjust investments to ensure profits exceed $200
Monitor investment portfolio value each day
3. OKRs to optimize the performance of our venture capital portfolio
Optimize the performance of our venture capital portfolio
Conduct 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
Increase 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
Decrease 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
4. OKRs to analyze investment performance across different regions
Analyze investment performance across different regions
Deliver a detailed investment performance report comparing all regions
Analyze and compare investment performance by region
Compile and format the detailed performance report
Collect data on investment performance for all regions
Identify top 5 performing and under-performing regions by next month
Gather sales data from all regions
Analyze and rank regions based on performance
Prepare detailed comparative report
Evaluate 10 distinct factors that influence the performance in each region
Identify 10 potential factors affecting regional performance
Analyze each factor's impact on the specific region
Compile findings into a comprehensive report
5. OKRs to deliver a well-informed assessment for a potential Series A follow-on investment at XY GmbH
Deliver a well-informed assessment for a potential Series A follow-on investment at XY GmbH
Complete a comprehensive risk-benefit analysis of the follow-on investment
Identify and evaluate potential risks and benefits
Compile and summarize analysis data in a final report
Gather all relevant data pertaining to the follow-on investment
Analyze XY GmbH's financial performance of the past two years
Compare financial KPIs year-on-year to determine performance
Identify notable trends or outliers in financial data
Gather XY GmbH's financial statements from the past two years
Evaluate competitiveness in XY GmbH's market sector
Review customer satisfaction surveys and online reviews about XY GmbH's services
Analyze XY GmbH's product positioning and pricing against competitors
Conduct a SWOT analysis specific to XY GmbH's market sector
6. OKRs to identify high-potential startups for potential investment
Identify high-potential startups for potential investment
Attend or participate in a minimum of 3 startup pitch events to expand network and discover new opportunities
Register and RSVP for the chosen startup pitch events
Engage with fellow entrepreneurs and exchange contact information for future collaboration
Prepare a concise pitch to present at the startup pitch events
Research upcoming startup pitch events in the local area
Research and evaluate a minimum of 20 startups with innovative and scalable business models
Conduct thorough research on each startup's business model and scalability
Create a report summarizing the findings and key insights from the research
Compile a list of 20 startups with innovative business models
Evaluate the potential of each startup based on identified criteria
Conduct thorough due diligence on at least 10 startups, assessing financials, market potential, and team
Investigate the background and expertise of the team members in 10 startups
Summarize the findings of due diligence in concise reports for each startup assessed
Research and analyze the financial statements of 10 startups for detailed assessment
Evaluate the market potential of 10 startups through market analysis and potential growth opportunities
Establish partnerships with at least 2 trusted venture capitalists or angel investors for knowledge-sharing and potential co-investment opportunities
Reach out to the selected venture capitalists or angel investors to express interest in collaboration
Research and identify potential venture capitalists or angel investors with established credibility
Set up meetings or calls with the identified partners to discuss knowledge-sharing and co-investment opportunities
Establish formal agreements and partnerships with the selected venture capitalists or angel investors
7. OKRs to attract €1m for SAFE investment funding
Attract €1m for SAFE investment funding
Close at least 10 investment deals ranging €80,000 - €120,000 each
Identify potential investors interested in €80,000 - €120,000 investments
Negotiate and finalize at least 10 investment deals
Develop a compelling presentation showcasing investment opportunities
Conduct 40 investor presentations to showcase SAFE investment benefits
Schedule and conduct 40 investor presentations
Identify and compile list of potential investors for presentations
Develop compelling presentation material on SAFE investment benefits
Identify and connect with 100 potential investors with interest in SAFE
Develop a tailored pitch for SAFE investment
Research and list 100 potential SAFE investors
Initiate contact with each identified investor
8. OKRs to drive premium collection rate to 95% for improved investment income
Drive premium collection rate to 95% for improved investment income
Achieve steady growth in monthly investment income by 5%
Increase monthly investment amounts by 5%
Regularly rebalance portfolio based on market trends
Diversify investment portfolio in various growth-oriented sectors
Reduce outstanding premium payments by 20%
Implement automated payment reminders for customers
Offer incentives for early or regular payments
Develop convenient digital premium payment options
Increase monthly premium collection rates by 15%
Conduct premium audits to identify inaccuracies
Implement an effective reward program for consistent payers
Send reminders before each payment's due date
9. OKRs to grow personal net worth to $1M
Grow personal net worth to $1M
Invest 30% of income in high-yield, low-risk opportunities
Allocate funds towards selected investment opportunities
Determine the amount equalling 30% of your yearly income
Research high-yield, low-risk investment options
Increase monthly income by 50% through diversifying income streams
Learn and engage in e-commerce or online business opportunities
Explore and invest in a variety of income generating assets
Start a side job or freelance work related to your skills
Reduce monthly expenses by 20% through budgeting and disciplined spending
Establish a strict weekly budget and stick to it
Cut out unnecessary expenses such as dining out
Regularly review and adjust spending habits
10. OKRs to successfully save money to build an investment fund
Successfully save money to build an investment fund
Set aside 20% of monthly income to a dedicated savings account
Open a separate savings account for monthly deposits
Set up monthly automatic transfers to savings account
Calculate 20% of anticipated monthly income
Research and select 2-3 potential investment opportunities
Conduct thorough research on potential investment opportunities
Define specific criteria for selecting investment opportunities
Choose 2-3 investments that meet your criteria
Reduce unnecessary expenditure by 15% to increase savings
Identify and eliminate all nonessential expenses
Regularly review and adjust the budget plan
Utilize cash over credit to avoid overspending
11. OKRs to achieve optimal resource allocation on funding
Achieve optimal resource allocation on funding
Reduce operational spending by 10%
Identify inefficient operations and implement cost-saving measures
Negotiate with suppliers for discounted rates
Limit non-essential expenditures
Improve ROI on invested funds by 15%
Analyze current portfolio performance and identify underperforming assets
Rebalance portfolio to include identified higher-yield investments
Research potential higher-yield investment opportunities
Secure 20% increase in investment funds
Compile financial reports showcasing potential for growth
Develop a persuasive investment proposal
Schedule pitches with potential investors
12. OKRs to scale the startup to achieve unicorn status
Scale the startup to achieve unicorn status
Expand customer base by acquiring 100 new clients
Identify target market segments and prioritize based on potential revenue and fit
Develop targeted marketing campaigns to attract potential clients from identified segments
Establish strategic partnerships with complementary businesses to leverage their customer base
Implement referral program to encourage existing clients to refer friends and colleagues
secure $10 million in funding from investors
Identify and approach potential investors with a tailored and persuasive investment proposal
Develop and demonstrate a solid growth strategy and execution plan to convince investors
Create a compelling pitch deck highlighting the market potential, competitive advantage, and financial projections
Conduct thorough due diligence to ensure investors' trust by providing accurate financial information and projections
Increase monthly revenue by 30%
Achieve a user retention rate of 80%
Implement personalized notifications and incentives to encourage users to stay active
Improve user onboarding process to enhance engagement and reduce churn
Continuously analyze user behavior data to optimize the app experience and prevent attrition
Conduct regular user surveys to identify pain points and address them promptly
13. OKRs to achieve $50million in IIMAX interval Fund Sales
Achieve $50million in IIMAX interval Fund Sales
Secure 5 large-scale investments totalling $25 million
Identify and categorize potential investors in the sector
Prepare detailed, attractive investment proposals
Schedule and conduct persuasive pitching sessions
Enhance customer satisfaction by 20% to encourage referral sales
Implement thorough training for customer service representatives
Solicit customer feedback to improve products/services
Launch a loyalty program rewarding regular customers
Increase outreach to potential investors by 30%
Launch targeted social media ad campaigns for investor engagement
Participate in relevant industry networking events
Enhance investment proposal presentations for clarity and appeal
14. OKRs to raise 1 Million US Dollars as seed funding
Raise 1 Million US Dollars as seed funding
Identify 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
Secure 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
Execute 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
15. OKRs to establish definitive guidelines for all marketing functions
Establish definitive guidelines for all marketing functions
Improve adherence to marketing principles, reducing deviation in marketing activities by 40%
Establish penalties for unnecessary deviations from set standards
Develop a review process ensuring alignment with marketing principles
Implement regular training sessions on fundamental marketing principles
Implement marketing principles across all teams, increasing alignment by 50%
Track and measure alignment progress periodically
Develop a unified strategic marketing plan for company alignment
Conduct workshops on essential marketing principles for all teams
Formulate 5 universal marketing principles that enhance ROI by 30%
Develop and detail five universal marketing principles
Research universal marketing principles in successful campaigns
Identify current successful marketing strategies that increase ROI
Investment OKR best practices to boost success
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
Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your 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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
Tip #2: Commit to weekly OKR check-ins
Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.
Being able to see trends for your key results will also keep yourself honest.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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.
How to turn your Investment OKRs in a strategy map
Your quarterly OKRs should be tracked weekly in order 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 a proper OKR-tracking tool for it.
![A strategy map in Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.
More Investment OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to implement and maintain SOCII compliance measures
OKRs to accelerate process efficiency by achieving 80% test automation
OKRs to strengthen decoding skills for VC and CVC words
OKRs to enhance efficiency and effectiveness of customer service
OKRs to increase daily leads to 500
OKRs to strengthen reporting capabilities in Workday for higher education sector
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
What's next? Try Tability's goal-setting AI
You can create an iterate on your OKRs using Tability's unique goal-setting AI.
Watch the demo below, then hop on the platform for a free trial.