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4 OKR examples for Investor Pitch

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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.

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.

AI feedback for OKRs in Tability

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
  • TaskIdentify unique selling points of the project
  • TaskPractice the pitch for fluid delivery
  • TaskCreate a compelling narrative for the pitch
  • KRSecure meetings and present pitch to at least 50% of identified investors
  • TaskPrepare and rehearse investor pitch
  • TaskCompile contacts of identified investors
  • TaskSchedule 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
  • TaskDevelop multi-channel marketing strategy for funding proposals
  • TaskStrengthen network relationships for increased investor interest
  • TaskIntroduce innovative projects to attract fresh investors
  • KRImprove approval rate of proposals by 30% with persuasive pitches
  • TaskImprove team skills by organizing frequent sales pitch training
  • TaskConduct research on successful strategies for persuasive pitching
  • TaskGather feedback and continuously refine the pitch content and delivery
  • KRMaintain a 10% increase in total funding secured each month
  • TaskRegularly communicate updates to current investors
  • TaskResearch and identify potential new investors weekly
  • TaskDevelop 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
  • TaskCreate a comprehensive list of 50 potential investors in targeted industries
  • TaskResearch each investor's interests, prioritizing those aligned with our company
  • TaskDevelop and customize pitches tailored to each potential investor
  • KRSecure commitments from 10 investors at an average of $100,000 each
  • TaskSchedule individual meetings to present pitch
  • TaskIdentify 20 potential investors for initial outreach
  • TaskPrepare a persuasive investment pitch
  • KRExecute fundraising events/campaigns generating $200,000 in total
  • TaskOrganize high-donor events and peer-to-peer fundraising campaigns
  • TaskImplement donor stewardship plan to encourage repeat contributions
  • TaskDevelop 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

AI feedback for OKRs in Tability

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:

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:

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.

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