22 OKR examples for Invest

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 Invest 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 more about the OKR meaning online.

Best practices for OKR

Your objectives should be ambitious, but achievable. Your key results should be measurable and time-bound. It can also be helfpul to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Building your own OKRs with AI

While we have some examples below, it's likely that you'll have specific scenarios that aren't covered here. There are 2 options available to you.

- Use our free OKRs generator
- Use Tability, a complete platform to set and track OKRs and initiatives – including a GPT-4 powered goal generator

How to track OKRs

Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs framework.

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.

We recommend Tability for an easy way to set and track OKRs with your team.

Check out the 5 best OKR tracking templates to find the best way to monitor progress during the quarter.

Invest OKRs templates

You'll find below a list of Objectives and Key Results for Invest.

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
Turn OKRs into a Strategy Map

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 optimize the performance of our venture capital portfolio

  • ObjectiveOptimize the performance of our venture capital portfolio
  • Key ResultConduct 30+ thorough due diligence to identify promising start-ups for investment
  • TaskPresent and discuss findings with the investment committee for decision making
  • TaskCompile a list of potential startups based on industry trends and financial health
  • TaskConduct a detailed analysis of each startup's business model and market potential
  • Key ResultIncrease portfolio ROI by 15% through strategic investments and diversification
  • TaskReview current portfolio, identify underperforming assets
  • TaskConduct market research for profitable investment opportunities
  • TaskDevelop and implement a diversification strategy
  • Key ResultDecrease underperforming investments by 20% by performing comprehensive risk assessments
  • TaskConduct comprehensive risk assessments on each asset
  • TaskIdentify underperforming investments in your portfolio
  • TaskStrategically sell off 20% of underperforming assets

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 deliver a well-informed assessment for a potential Series A follow-on investment at XY GmbH

  • ObjectiveDeliver a well-informed assessment for a potential Series A follow-on investment at XY GmbH
  • Key ResultComplete a comprehensive risk-benefit analysis of the follow-on investment
  • TaskIdentify and evaluate potential risks and benefits
  • TaskCompile and summarize analysis data in a final report
  • TaskGather all relevant data pertaining to the follow-on investment
  • Key ResultAnalyze XY GmbH's financial performance of the past two years
  • TaskCompare financial KPIs year-on-year to determine performance
  • TaskIdentify notable trends or outliers in financial data
  • TaskGather XY GmbH's financial statements from the past two years
  • Key ResultEvaluate competitiveness in XY GmbH's market sector
  • TaskReview customer satisfaction surveys and online reviews about XY GmbH's services
  • TaskAnalyze XY GmbH's product positioning and pricing against competitors
  • TaskConduct a SWOT analysis specific to XY GmbH's market sector

OKRs to identify high-potential startups for potential investment

  • ObjectiveIdentify high-potential startups for potential investment
  • Key ResultAttend or participate in a minimum of 3 startup pitch events to expand network and discover new opportunities
  • TaskRegister and RSVP for the chosen startup pitch events
  • TaskEngage with fellow entrepreneurs and exchange contact information for future collaboration
  • TaskPrepare a concise pitch to present at the startup pitch events
  • TaskResearch upcoming startup pitch events in the local area
  • Key ResultResearch and evaluate a minimum of 20 startups with innovative and scalable business models
  • TaskConduct thorough research on each startup's business model and scalability
  • TaskCreate a report summarizing the findings and key insights from the research
  • TaskCompile a list of 20 startups with innovative business models
  • TaskEvaluate the potential of each startup based on identified criteria
  • Key ResultConduct thorough due diligence on at least 10 startups, assessing financials, market potential, and team
  • TaskInvestigate the background and expertise of the team members in 10 startups
  • TaskSummarize the findings of due diligence in concise reports for each startup assessed
  • TaskResearch and analyze the financial statements of 10 startups for detailed assessment
  • TaskEvaluate the market potential of 10 startups through market analysis and potential growth opportunities
  • Key ResultEstablish partnerships with at least 2 trusted venture capitalists or angel investors for knowledge-sharing and potential co-investment opportunities
  • TaskReach out to the selected venture capitalists or angel investors to express interest in collaboration
  • TaskResearch and identify potential venture capitalists or angel investors with established credibility
  • TaskSet up meetings or calls with the identified partners to discuss knowledge-sharing and co-investment opportunities
  • TaskEstablish formal agreements and partnerships with the selected venture capitalists or angel investors

OKRs to develop a cohesive investor relations strategy for effective fundraising

  • ObjectiveDevelop a cohesive investor relations strategy for effective fundraising
  • Key ResultSecure commitments for fundraising from 5 potential investors following strategy implementation
  • TaskSchedule and conduct meetings with potential stakeholders
  • TaskObtain written commitments from investors
  • TaskCraft persuasive, personalized pitches for potential investors
  • Key ResultTrain 80% of team on strategy execution for secure investor communication
  • TaskMonitor and ensure 80% team participation in training
  • TaskIdentify team members needing strategy execution training
  • TaskSchedule training sessions on secure investor communication
  • Key ResultCreate strategy document involving all departments within 1 month
  • TaskIdentify key stakeholders across all departments
  • TaskSchedule meetings to discuss strategies
  • TaskWrite and revise comprehensive strategy document

OKRs to establish a robust internal investor relations framework

  • ObjectiveEstablish a robust internal investor relations framework
  • Key ResultOrganize 10+ meetings with internal stakeholders to communicate the strategy
  • TaskIdentify relevant stakeholders for strategy communication
  • TaskSchedule 10+ meetings via online platform or in person
  • TaskPrepare a detailed strategy presentation
  • Key ResultIdentify and onboard a dedicated investor relations manager with relevant experience
  • TaskShortlist, interview, and select a qualified individual
  • TaskAdvertise the position on ideal recruitment platforms
  • TaskDefine the role, skills, and experience needed for the position
  • Key ResultCreate a comprehensive investor relations strategy document by end of Q1
  • TaskIdentify key insights and information for the strategy document
  • TaskDraft document outlining investor relations strategy
  • TaskFinalize and proofread document before deadline

OKRs to enhance investor relations operations to drive excellence and stakeholder satisfaction

  • ObjectiveEnhance investor relations operations to drive excellence and stakeholder satisfaction
  • Key ResultAchieve 90% accuracy in timely reporting and dissemination of investor-related information
  • TaskProvide training and resources to ensure all staff members understand and follow reporting protocols
  • TaskImplement an efficient system for tracking and organizing investor-related information
  • TaskEstablish clear guidelines and deadlines for reporting and disseminating investor information
  • TaskRegularly monitor and review the accuracy of investor-related information before dissemination
  • Key ResultImprove investor satisfaction rating to 4.5 out of 5 through effective feedback and responsiveness
  • TaskEstablish a streamlined communication channel to provide timely updates and responses to investors
  • TaskAssign dedicated staff to promptly address investor inquiries and concerns
  • TaskConduct training programs for employees on effective feedback techniques and responsiveness to enhance investor satisfaction
  • TaskImplement regular investor surveys to gather feedback on satisfaction rating and identify areas for improvement
  • Key ResultIncrease investor confidence by reducing average response time for inquiries by 30%
  • TaskStreamline internal communication channels to ensure swift resolution of investor inquiries
  • TaskTrain customer support team to prioritize and respond promptly to investor inquiries
  • TaskRegularly monitor and analyze response times to identify areas for improvement and optimization
  • TaskImplement automated email templates for frequently asked investor inquiries
  • Key ResultIncrease investor engagement by 20% through proactive communication and targeted outreach
  • TaskConduct personalized phone calls to address specific investor queries and provide support
  • TaskHost monthly webinars to update investors on market trends and the company's progress
  • TaskDevelop a quarterly newsletter with updates, performance metrics, and investment opportunities
  • TaskExpand social media presence to share regular updates, industry insights, and engage with investors

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 develop strong investor relations strategy

  • ObjectiveImprove Investor Relations
  • Key ResultAchieve higher investment inflow by 15%
  • Key ResultBoost investor confidence through regular communication
  • Key ResultMaximize investor outreach efforts
  • Key ResultIncrease investor engagement by 20%

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 expand investor network with five strategic VC firms

  • ObjectiveBuild relationships with 5 top VC firms
  • Key ResultAttend 2 industry events hosted by each VC firm
  • Key ResultArrange meetings with decision makers from 5 VC firms
  • Key ResultSecure 3 introductions to portfolio companies from each VC firm
  • Key ResultCollect and analyze data on 10 potential leads from each VC firm

OKRs to secure series A financing

  • ObjectiveSecure series A financing
  • Key ResultDevelop a compelling business plan and pitch deck
  • TaskConduct market research and identify target audience for business plan
  • TaskIncorporate financial projections and ROI analysis to support the business plan and pitch deck
  • TaskClearly outline the problem, solution, and value proposition in the business plan
  • TaskCreate a visually appealing pitch deck with concise and engaging content
  • Key ResultAchieve a 10% increase in investor meetings
  • TaskEstablish and maintain relationships with key industry influencers and networks to expand investor connections
  • TaskIncrease outreach efforts to potential investors through targeted email campaigns
  • TaskDevelop and deliver compelling presentations to attract investor interest and secure meetings
  • TaskUtilize social media platforms to promote our company and engage with potential investors
  • Key ResultIncrease investor outreach by 50%
  • TaskCreate personalized email campaigns for targeted investor segments
  • TaskDevelop a comprehensive database of potential investors
  • TaskLeverage social media platforms to engage with potential investors and share updates
  • TaskSchedule regular investor meetings and webinar sessions to disseminate information
  • Key ResultReceive positive feedback from at least 75% of the potential investors
  • TaskConduct thorough research on potential investors to understand their interests and preferences
  • TaskFollow up with investors promptly, addressing any questions or concerns they may have
  • TaskDeliver a compelling and concise presentation that clearly communicates the value proposition
  • TaskTailor pitch deck to highlight benefits and potential returns for investors

OKRs to meet or exceed financial and operational milestones for investor confidence

  • ObjectiveAchieve investor confidence by meeting financial and operational milestones
  • Key ResultAchieve X% growth in user base through targeted marketing and product enhancements
  • Key ResultIncrease revenue by X% through new customer acquisition and increased sales
  • Key ResultImprove customer satisfaction score by X% through enhanced product features and customer support
  • Key ResultReduce operational costs by X% through process optimization and automation

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 improve investor pitch deck and materials

  • ObjectiveOptimize investor pitch deck and materials
  • Key ResultReceive positive feedback from at least 80% of investors
  • Key ResultIncrease conversion rate of investors reached
  • Key ResultReduce the average time to close a deal
  • Key ResultAchieve a 20% increase in investment amount

OKRs to successfully launch startup

  • ObjectiveSuccessfully launch startup
  • Key ResultSecure initial funding of at least $50K
  • TaskSet up pitches with interested investors
  • TaskDevelop a detailed business plan highlighting investment value
  • TaskIdentify potential investors in the chosen industry
  • Key ResultAchieve steady user growth rate of 20% month on month
  • TaskIdentify and target a specific user demographic via social media campaigns
  • TaskImplement a customer referral program with incentives
  • TaskOptimize SEO strategies for increased organic user traffic
  • Key ResultOnboard first 100 users
  • TaskProvide personalized support for early users
  • TaskLaunch marketing campaign to attract initial users
  • TaskDevelop a comprehensive, user-friendly onboarding guide

OKRs to scale the startup to achieve unicorn status

  • ObjectiveScale the startup to achieve unicorn status
  • Key ResultExpand customer base by acquiring 100 new clients
  • TaskIdentify target market segments and prioritize based on potential revenue and fit
  • TaskDevelop targeted marketing campaigns to attract potential clients from identified segments
  • TaskEstablish strategic partnerships with complementary businesses to leverage their customer base
  • TaskImplement referral program to encourage existing clients to refer friends and colleagues
  • Key Resultsecure $10 million in funding from investors
  • TaskIdentify and approach potential investors with a tailored and persuasive investment proposal
  • TaskDevelop and demonstrate a solid growth strategy and execution plan to convince investors
  • TaskCreate a compelling pitch deck highlighting the market potential, competitive advantage, and financial projections
  • TaskConduct thorough due diligence to ensure investors' trust by providing accurate financial information and projections
  • Key ResultIncrease monthly revenue by 30%
  • Key ResultAchieve a user retention rate of 80%
  • TaskImplement personalized notifications and incentives to encourage users to stay active
  • TaskImprove user onboarding process to enhance engagement and reduce churn
  • TaskContinuously analyze user behavior data to optimize the app experience and prevent attrition
  • TaskConduct regular user surveys to identify pain points and address them promptly

OKRs to successfully launch a venture capital fund

  • ObjectiveSuccessfully launch a venture capital fund
  • Key ResultIdentify and establish connections with at least 50 potential portfolio startups
  • TaskSet up follow-up meetings with interested startups
  • TaskSend introductory emails to identified startups
  • TaskResearch contact details of potential portfolio startups
  • Key ResultSecure investment commitments worth $20 million from initial seed investors
  • TaskResearch and identify potential seed investors
  • TaskArrange meetings with prospective investors
  • TaskCraft business proposal highlighting potential returns
  • Key ResultSet up legal and compliance standards for fund operations
  • TaskIdentify relevant local and international laws for fund operations
  • TaskDevelop a comprehensive compliance framework addressing these laws
  • TaskTrain employees on new legal and compliance standards

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 successfully launch the tech startup

  • ObjectiveSuccessfully launch the tech startup
  • Key ResultSecure funding from at least three investors by increasing company visibility
  • TaskEnhance online presence through social media and optimized website
  • TaskParticipate in industry networking events
  • TaskDevelop a compelling investor presentation
  • Key ResultDevelop, test and launch the MVP (minimum viable product) targeting user validation
  • TaskDesign and develop the minimum viable product
  • TaskCarry out rigorous testing and fixing of the MVP
  • TaskLaunch MVP and collect user validation data
  • Key ResultHire and onboard five skilled developers to establish the product team
  • TaskCreate a detailed job description for developer positions
  • TaskPromote vacancies on targeted recruitment platforms
  • TaskDevelop a comprehensive onboarding program

More 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.