Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Secure Funding 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.
Writing good OKRs can be hard, especially if it's your first time doing it. You'll need to center the focus of your plans around outcomes instead of projects.
We understand that setting OKRs can be challenging, so we have prepared a set of examples tailored for Secure Funding. Take a peek at the templates below to find inspiration and kickstart your goal-setting process.
If you want to learn more about the framework, you can read our OKR guide online.
The best tools for writing perfect Secure Funding 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.
Secure Funding OKRs examples
We've added many examples of Secure Funding 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 secure Seed funding
ObjectiveBe on track for Seed funding
KRReach $200k ARR- KRShow a 3x year-on-year revenue growth
OKRs to secure Series A funding
- ObjectiveBe on track for Series A funding
- KRShow a 3x year-on-year revenue growth
- KRReach $1.5M ARR
OKRs to secure funding from three new investors
- ObjectiveIncrease investor funding
- KRSecure funding from at least three new investors
- KRCreate a compelling investment pitch
- KREstablish new relationships with potential investors
- KRSchedule and conduct meetings with interested investors
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 launch a high growth and profitable tech startup
- ObjectiveLaunch a high growth and profitable tech startup
- KRDevelop a minimum viable product, tested and approved by a focus group of 25 participants
- Create and test the product with focus group
- Implement changes based on feedback
- Identify key features for the minimum viable product
- KRSecure funding worth at least $1M from reliable investors
- Schedule and conduct persuasive pitch meetings with investors
- Develop a compelling business proposal showcasing ROI
- Research and create a list of potential reliable investors
- KRAssemble a cohesive team of 5 skilled professionals for key operations
- Identify required skills for key operations team roles
- Source potential candidates through networking or recruiting
- Conduct interviews and select final team members
OKRs to secure funding for target acquisition effectively
- ObjectiveSecure funding for target acquisition effectively
- KRNegotiate down terms to less than market rate with at least two sources
- Identify at least two potential sources for negotiation
- Initiate negotiation with chosen sources, targeting below-market rates
- Research average market rates for desired service or goods
- KRFinalize acquisition financing deal, securing at least $Xm funding
- Confirm receipt of at least $Xm in funding
- Review and finalize terms and conditions with lenders
- Secure legal approval for financing deal
- KRIdentify 4 potential funding sources with suitable terms by week 6
- Research types of potential funding sources on the internet
- Compile information on 4 funding sources
- Analyze terms and conditions of each source
OKRs to secure venture capital funding for Plika's Latam expansion
- ObjectiveSecure venture capital funding for Plika's Latam expansion
- KRSecure a minimum of $1million in funding committed by at least 2 investors
- Conduct engaging pitch meetings with selected investors
- Identify and connect with potential investors
- Develop a comprehensive, persuasive business plan presentation
- KRArrange pitch meetings with a minimum of 10 prospective Venture Capital investors
- Identify and research 10 prospective Venture Capital investors
- Prepare a compelling investment pitch presentation
- Schedule meetings via email or phone calls
- KRIdentify and prioritize 20 potential Venture Capitalists suitable for our expansion strategy
- Research and compile a list of 20 potential venture capitalists
- Analyze each prospect's investment tendencies and records
- Rank potential investors based on alignment with our expansion strategy
OKRs to secure 9 million in funding for the annual campaign
- ObjectiveSecure 9 million in funding for the annual campaign
- KRIncrease campaign social media engagement by 35% to amplify fundraising reach
- Create engaging content that directly promotes the fundraising campaign
- Utilize paid social media advertisements to boost campaign visibility
- Regularly interact with followers to build supportive community
- KRIdentify and pitch to 20 potential high-value donors each week
- Research and profile each potential donor's interests
- Draft and send personalized pitch emails to each donor
- Compile a list of 20 potential high-value donors
- KRPlan and execute 3 innovative fundraising events, aiming for 3 million in total
- Brainstorm unique event ideas focused on beneficiary experiences and high-value fundraising
- Develop detailed execution plans, including budget, logistics, and promotional strategies
- Secure partnerships with corporate sponsors or high-net-worth individuals
OKRs to secure $1 million for the pre-seed funding round
- ObjectiveSecure $1 million for the pre-seed funding round
- KRIdentify and reach out to 50 potential investors by end of phase 1
- Initiate contact with each investor through personalized emails
- Research and locate contact information for identified investors
- Identify 50 potential investors using business directories or networking
- KRAchieve commitment for investment from minimum 50% met investors by final phase
- Negotiate and finalize investment commitments from participating investors
- Create a compelling presentation for potential investors
- Schedule and conduct regular meetings with interested investors
- KRSecure meetings with at least 25% of identified investors by phase 2
- Create a persuasive investment proposal
- Schedule and arrange meetings with identified investors
- Identify and research potential investors for pitching
Secure Funding 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 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
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, you can move to 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 Secure Funding OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance proficiency in speaker management and resume writing
- OKRs to successfully implement and launch an AB Testing Platform
- OKRs to maximize revenue from current business operations
- OKRs to achieve mastery in advanced analytics tools
- OKRs to develop a flexible and innovative product roadmap
- OKRs to accelerate product scalability for multi-tenant utilization