13 OKR examples for Funding

What are Funding OKRs?

The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.

Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.

We've tailored a list of OKRs examples for Funding 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 Funding 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.

Feel free to explore our tools:

Our Funding OKRs examples

You will find in the next section many different Funding Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).

Hope you'll find this helpful!

OKRs to secure $1 million for the pre-seed funding round

  • ObjectiveSecure $1 million for the pre-seed funding round
  • Key ResultIdentify and reach out to 50 potential investors by end of phase 1
  • TaskInitiate contact with each investor through personalized emails
  • TaskResearch and locate contact information for identified investors
  • TaskIdentify 50 potential investors using business directories or networking
  • Key ResultAchieve commitment for investment from minimum 50% met investors by final phase
  • TaskNegotiate and finalize investment commitments from participating investors
  • TaskCreate a compelling presentation for potential investors
  • TaskSchedule and conduct regular meetings with interested investors
  • Key ResultSecure meetings with at least 25% of identified investors by phase 2
  • TaskCreate a persuasive investment proposal
  • TaskSchedule and arrange meetings with identified investors
  • TaskIdentify and research potential investors for pitching

OKRs to secure Seed funding

  • ObjectiveBe on track for Seed funding
  • Key ResultReach $200k ARR
  • Key ResultShow a 3x year-on-year revenue growth

OKRs to raise 1 Million US Dollars as seed funding

  • ObjectiveRaise 1 Million US Dollars as seed funding
  • Key ResultIdentify 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
  • Key ResultSecure 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
  • Key ResultExecute 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

OKRs to secure funding from three new investors

  • ObjectiveIncrease investor funding
  • Key ResultSecure funding from at least three new investors
  • Key ResultCreate a compelling investment pitch
  • Key ResultEstablish new relationships with potential investors
  • Key ResultSchedule and conduct meetings with interested investors

OKRs to strengthen collaboration and maximize the impact of public and private partnerships

  • ObjectiveStrengthen collaboration and maximize the impact of public and private partnerships
  • Key ResultIncrease the number of public and private partnership agreements by 20%
  • TaskInitiate targeted outreach and networking efforts to engage potential public and private partners
  • TaskDevelop a compelling proposal highlighting the benefits of collaboration to potential partners
  • TaskStreamline negotiation and agreement processes to ensure efficient and timely partnership agreements
  • TaskResearch potential public and private partners aligned with our mission and values
  • Key ResultFoster trust and deepen relationships with partners through regular communication and engagement
  • TaskSchedule bi-weekly check-ins with partners to share updates and gather feedback
  • TaskPlan and host quarterly virtual events or webinars to facilitate networking and collaboration
  • TaskOffer regular performance reviews and acknowledgments to show partners their value and importance
  • TaskShare relevant industry news and resources with partners to foster knowledge exchange
  • Key ResultMeasure and enhance the effectiveness of partnerships by conducting quarterly evaluations and feedback sessions
  • TaskAnalyze evaluation data and identify areas for improvement to enhance partnership effectiveness
  • TaskImplement action plans based on feedback and evaluation results to optimize partnerships
  • TaskSchedule and conduct quarterly feedback sessions with partners to gather their insights
  • TaskDevelop a comprehensive evaluation framework to measure partnership effectiveness accurately
  • Key ResultSecure additional funding opportunities by leveraging existing partnerships and identifying new potential collaborators
  • TaskReview existing partnerships and identify any untapped funding opportunities
  • TaskDevelop a strategic plan to leverage existing partnerships for securing additional funding
  • TaskConduct research to identify potential new collaborators with relevant funding resources
  • TaskBuild relationships with potential collaborators through networking events and communication channels

OKRs to secure Series A funding

  • ObjectiveBe on track for Series A funding
  • Key ResultShow a 3x year-on-year revenue growth
  • Key ResultReach $1.5M ARR

OKRs to secure funding for mobile game prototype

  • ObjectiveSecure funding for mobile game prototype
  • Key ResultResearch and identify 100 viable investors for gaming prototype by week 6
  • Key ResultDevelop 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
  • Key ResultSecure 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 launch a high growth and profitable tech startup

  • ObjectiveLaunch a high growth and profitable tech startup
  • Key ResultDevelop a minimum viable product, tested and approved by a focus group of 25 participants
  • TaskCreate and test the product with focus group
  • TaskImplement changes based on feedback
  • TaskIdentify key features for the minimum viable product
  • Key ResultSecure funding worth at least $1M from reliable investors
  • TaskSchedule and conduct persuasive pitch meetings with investors
  • TaskDevelop a compelling business proposal showcasing ROI
  • TaskResearch and create a list of potential reliable investors
  • Key ResultAssemble a cohesive team of 5 skilled professionals for key operations
  • TaskIdentify required skills for key operations team roles
  • TaskSource potential candidates through networking or recruiting
  • TaskConduct interviews and select final team members

OKRs to maximize funding for Corporate Social Responsibility (CSR) initiatives

  • ObjectiveMaximize funding for Corporate Social Responsibility (CSR) initiatives
  • Key ResultAchieve 80% of staff participation in company-wide CSR fundraisers
  • TaskImplement incentives for participating in CSR fundraisers
  • TaskDesign engaging CSR fundraiser activities to encourage participation
  • TaskCommunicate the importance and impact of CSR fundraisers to staff
  • Key ResultIncrease CSR budget allocation by 25% from last quarter
  • Key ResultSecure at least 3 new partnerships for CSR funding by quarter end
  • TaskIdentify potential partners aligned with our CSR goals
  • TaskReach out to and pitch to 5 organisations every week
  • TaskFollow-up and secure agreements with interested prospects

OKRs to attract €1m for SAFE investment funding

  • ObjectiveAttract €1m for SAFE investment funding
  • Key ResultClose at least 10 investment deals ranging €80,000 - €120,000 each
  • TaskIdentify potential investors interested in €80,000 - €120,000 investments
  • TaskNegotiate and finalize at least 10 investment deals
  • TaskDevelop a compelling presentation showcasing investment opportunities
  • Key ResultConduct 40 investor presentations to showcase SAFE investment benefits
  • TaskSchedule and conduct 40 investor presentations
  • TaskIdentify and compile list of potential investors for presentations
  • TaskDevelop compelling presentation material on SAFE investment benefits
  • Key ResultIdentify and connect with 100 potential investors with interest in SAFE
  • TaskDevelop a tailored pitch for SAFE investment
  • TaskResearch and list 100 potential SAFE investors
  • TaskInitiate contact with each identified investor

OKRs to secure venture capital funding for Plika's Latam expansion

  • ObjectiveSecure venture capital funding for Plika's Latam expansion
  • Key ResultSecure 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 ResultArrange 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 ResultIdentify 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

OKRs to achieve optimal resource allocation on funding

  • ObjectiveAchieve optimal resource allocation on funding
  • Key ResultReduce operational spending by 10%
  • TaskIdentify inefficient operations and implement cost-saving measures
  • TaskNegotiate with suppliers for discounted rates
  • TaskLimit non-essential expenditures
  • Key ResultImprove ROI on invested funds by 15%
  • TaskAnalyze current portfolio performance and identify underperforming assets
  • TaskRebalance portfolio to include identified higher-yield investments
  • TaskResearch potential higher-yield investment opportunities
  • Key ResultSecure 20% increase in investment funds
  • TaskCompile financial reports showcasing potential for growth
  • TaskDevelop a persuasive investment proposal
  • TaskSchedule pitches with potential investors

OKRs to prepare for a Series A funding

  • ObjectivePrepare for Series A funding
  • Key Result5x monthly recurring revenue (MRR) by through expanding product offerings and acquiring new customers
  • Key ResultIncrease customer retention rate by 15% through implementing a customer success program
  • Key ResultIncrease the monthly active users by 10x
  • Key ResultIdentify and target at least 15 potential investors
  • TaskSecure 50 intro calls
  • TaskMake a list of 100 VCs to reach out to

Best practices for managing your Funding OKRs

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.

Tability Insights DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to the weekly 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.

Tability Insights DashboardTability's check-ins will save you hours and increase transparency

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.

Best way to track your Funding OKRs

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

Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.

A strategy map in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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 Funding OKR templates

We have more templates to help you draft your team goals and OKRs.

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

Create more examples in our app

You can use Tability to create OKRs with AI – and keep yourself accountable 👀

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