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OKR template to secure venture capital funding for Plika's Latam expansion

public-lib · Published 5 months ago

The OKR revolves around the goal of securing venture capital for the expansion of Plika in the Latin American market. Under this objective, the key results aim at securing at least $1 million from a minimum of two investors, scheduling pitch meetings with at least ten potential investors, and identifying and prioritizing twenty suitable venture capitalists.

To achieve these outcomes, initiatives include conducting enticing pitch meetings, identifying and connecting with potential investors, and creating an all-encompassing and persuasive business plan presentation. Supplying a compelling investment pitch and subsequent scheduling of meetings via email or phone calls is also instrumental.

The strategy also involves meticulous research. It aims to identify a minimum of ten prospective investors navigating the map of venture capitalism. The prepared list is then evaluated and prioritized according to the investor's tendencies to invest and the alignment with Plika’s expansion strategy.

Investment tendencies and records are some critical criteria for selecting suitable investors. The ranking system facilitates the identification of potential investors who are more likely to support and contribute to Plika's expansion strategy. Such prioritization enables a more targeted and efficient fundraising approach.
  • ObjectiveObjectiveSecure venture capital funding for Plika's Latam expansion
  • Key ResultKRSecure a minimum of $1million in funding committed by at least 2 investors
  • TaskConduct engaging pitch meetings with selected investors
  • TaskIdentify and connect with potential investors
  • TaskDevelop a comprehensive, persuasive business plan presentation
  • Key ResultKRArrange pitch meetings with a minimum of 10 prospective Venture Capital investors
  • TaskIdentify and research 10 prospective Venture Capital investors
  • TaskPrepare a compelling investment pitch presentation
  • TaskSchedule meetings via email or phone calls
  • Key ResultKRIdentify and prioritize 20 potential Venture Capitalists suitable for our expansion strategy
  • TaskResearch and compile a list of 20 potential venture capitalists
  • TaskAnalyze each prospect's investment tendencies and records
  • TaskRank potential investors based on alignment with our expansion strategy
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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