15 customisable OKR examples for Invest
What are Invest 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 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 our OKR guide online.
Building your own Invest 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:
- Use our free OKR generator
- Use Tability, a complete platform to set and track OKRs and initiatives, including a GPT-4 powered goal generator
Our customisable Invest OKRs examples
You'll find below a list of Objectives and Key Results templates for Invest. 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!
1. OKRs to establish consistent monthly earnings through cryptocurrency investments
Establish consistent monthly earnings through cryptocurrency investments
Invest in 3 diverse cryptocurrencies, aiming for 10% positive return
Research and select three diverse cryptocurrencies to invest in
Set a financial goal aiming for a 10% positive return
Monitor and adjust investments accordingly as market changes
Acquire fundamental knowledge on cryptocurrency investment by reading 5 comprehensive books
Summarize key points from each book
Schedule regular reading sessions weekly
Research and select 5 books on cryptocurrency investment
Track investments daily, maintain a monthly profitability above $200
Analyze profitability reports daily
Adjust investments to ensure profits exceed $200
Monitor investment portfolio value each day
2. OKRs to attract €1m for SAFE investment funding
Attract €1m for SAFE investment funding
Close at least 10 investment deals ranging €80,000 - €120,000 each
Identify potential investors interested in €80,000 - €120,000 investments
Negotiate and finalize at least 10 investment deals
Develop a compelling presentation showcasing investment opportunities
Conduct 40 investor presentations to showcase SAFE investment benefits
Schedule and conduct 40 investor presentations
Identify and compile list of potential investors for presentations
Develop compelling presentation material on SAFE investment benefits
Identify and connect with 100 potential investors with interest in SAFE
Develop a tailored pitch for SAFE investment
Research and list 100 potential SAFE investors
Initiate contact with each identified investor
3. OKRs to grow personal net worth to $1m through strategic investments and savings
Grow personal net worth to $1m through strategic investments and savings
Invest 30% of saved income wisely in high-yield platforms
Allocate 30% of saved income for investment
Strategically invest funds in chosen platforms
Identify high-yield investment platforms with a good reputation
Limit expenses to save 50% of each month's income
Establish a consistent habit of depositing savings first
Splurge on necessities only to cut down on extra expenses
Consider cost-effective versions of daily used items
Increase passive income by 30% through evaluation and portfolio diversification
Research diverse investment opportunities for higher returns
Analyze current portfolio to identify underperforming assets
Allocate investments strategically to profitable assets
4. OKRs to raise 1 Million US Dollars as seed funding
Raise 1 Million US Dollars as seed funding
Identify and pitch to 50 potential investors in targeted industries
Create a comprehensive list of 50 potential investors in targeted industries
Research each investor's interests, prioritizing those aligned with our company
Develop and customize pitches tailored to each potential investor
Secure commitments from 10 investors at an average of $100,000 each
Schedule individual meetings to present pitch
Identify 20 potential investors for initial outreach
Prepare a persuasive investment pitch
Execute fundraising events/campaigns generating $200,000 in total
Organize high-donor events and peer-to-peer fundraising campaigns
Implement donor stewardship plan to encourage repeat contributions
Develop a comprehensive fundraising strategy targeting a $200,000 goal
5. OKRs to optimize the performance of our venture capital portfolio
Optimize the performance of our venture capital portfolio
Conduct 30+ thorough due diligence to identify promising start-ups for investment
Present and discuss findings with the investment committee for decision making
Compile a list of potential startups based on industry trends and financial health
Conduct a detailed analysis of each startup's business model and market potential
Increase portfolio ROI by 15% through strategic investments and diversification
Review current portfolio, identify underperforming assets
Conduct market research for profitable investment opportunities
Develop and implement a diversification strategy
Decrease underperforming investments by 20% by performing comprehensive risk assessments
Conduct comprehensive risk assessments on each asset
Identify underperforming investments in your portfolio
Strategically sell off 20% of underperforming assets
6. OKRs to secure funding from three new investors
Increase investor funding
Secure funding from at least three new investors
Create a compelling investment pitch
Establish new relationships with potential investors
Schedule and conduct meetings with interested investors
7. OKRs to analyze investment performance across different regions
Analyze investment performance across different regions
Deliver a detailed investment performance report comparing all regions
Analyze and compare investment performance by region
Compile and format the detailed performance report
Collect data on investment performance for all regions
Identify top 5 performing and under-performing regions by next month
Gather sales data from all regions
Analyze and rank regions based on performance
Prepare detailed comparative report
Evaluate 10 distinct factors that influence the performance in each region
Identify 10 potential factors affecting regional performance
Analyze each factor's impact on the specific region
Compile findings into a comprehensive report
8. OKRs to deliver a well-informed assessment for a potential Series A follow-on investment at XY GmbH
Deliver a well-informed assessment for a potential Series A follow-on investment at XY GmbH
Complete a comprehensive risk-benefit analysis of the follow-on investment
Identify and evaluate potential risks and benefits
Compile and summarize analysis data in a final report
Gather all relevant data pertaining to the follow-on investment
Analyze XY GmbH's financial performance of the past two years
Compare financial KPIs year-on-year to determine performance
Identify notable trends or outliers in financial data
Gather XY GmbH's financial statements from the past two years
Evaluate competitiveness in XY GmbH's market sector
Review customer satisfaction surveys and online reviews about XY GmbH's services
Analyze XY GmbH's product positioning and pricing against competitors
Conduct a SWOT analysis specific to XY GmbH's market sector
9. OKRs to identify high-potential startups for potential investment
Identify high-potential startups for potential investment
Attend or participate in a minimum of 3 startup pitch events to expand network and discover new opportunities
Register and RSVP for the chosen startup pitch events
Engage with fellow entrepreneurs and exchange contact information for future collaboration
Prepare a concise pitch to present at the startup pitch events
Research upcoming startup pitch events in the local area
Research and evaluate a minimum of 20 startups with innovative and scalable business models
Conduct thorough research on each startup's business model and scalability
Create a report summarizing the findings and key insights from the research
Compile a list of 20 startups with innovative business models
Evaluate the potential of each startup based on identified criteria
Conduct thorough due diligence on at least 10 startups, assessing financials, market potential, and team
Investigate the background and expertise of the team members in 10 startups
Summarize the findings of due diligence in concise reports for each startup assessed
Research and analyze the financial statements of 10 startups for detailed assessment
Evaluate the market potential of 10 startups through market analysis and potential growth opportunities
Establish partnerships with at least 2 trusted venture capitalists or angel investors for knowledge-sharing and potential co-investment opportunities
Reach out to the selected venture capitalists or angel investors to express interest in collaboration
Research and identify potential venture capitalists or angel investors with established credibility
Set up meetings or calls with the identified partners to discuss knowledge-sharing and co-investment opportunities
Establish formal agreements and partnerships with the selected venture capitalists or angel investors
10. OKRs to develop a cohesive investor relations strategy for effective fundraising
Develop a cohesive investor relations strategy for effective fundraising
Secure commitments for fundraising from 5 potential investors following strategy implementation
Schedule and conduct meetings with potential stakeholders
Obtain written commitments from investors
Craft persuasive, personalized pitches for potential investors
Train 80% of team on strategy execution for secure investor communication
Monitor and ensure 80% team participation in training
Identify team members needing strategy execution training
Schedule training sessions on secure investor communication
Create strategy document involving all departments within 1 month
Identify key stakeholders across all departments
Schedule meetings to discuss strategies
Write and revise comprehensive strategy document
11. OKRs to establish a robust internal investor relations framework
Establish a robust internal investor relations framework
Organize 10+ meetings with internal stakeholders to communicate the strategy
Identify relevant stakeholders for strategy communication
Schedule 10+ meetings via online platform or in person
Prepare a detailed strategy presentation
Identify and onboard a dedicated investor relations manager with relevant experience
Shortlist, interview, and select a qualified individual
Advertise the position on ideal recruitment platforms
Define the role, skills, and experience needed for the position
Create a comprehensive investor relations strategy document by end of Q1
Identify key insights and information for the strategy document
Draft document outlining investor relations strategy
Finalize and proofread document before deadline
12. OKRs to enhance investor relations operations to drive excellence and stakeholder satisfaction
Enhance investor relations operations to drive excellence and stakeholder satisfaction
Achieve 90% accuracy in timely reporting and dissemination of investor-related information
Provide training and resources to ensure all staff members understand and follow reporting protocols
Implement an efficient system for tracking and organizing investor-related information
Establish clear guidelines and deadlines for reporting and disseminating investor information
Regularly monitor and review the accuracy of investor-related information before dissemination
Improve investor satisfaction rating to 4.5 out of 5 through effective feedback and responsiveness
Establish a streamlined communication channel to provide timely updates and responses to investors
Assign dedicated staff to promptly address investor inquiries and concerns
Conduct training programs for employees on effective feedback techniques and responsiveness to enhance investor satisfaction
Implement regular investor surveys to gather feedback on satisfaction rating and identify areas for improvement
Increase investor confidence by reducing average response time for inquiries by 30%
Streamline internal communication channels to ensure swift resolution of investor inquiries
Train customer support team to prioritize and respond promptly to investor inquiries
Regularly monitor and analyze response times to identify areas for improvement and optimization
Implement automated email templates for frequently asked investor inquiries
Increase investor engagement by 20% through proactive communication and targeted outreach
Conduct personalized phone calls to address specific investor queries and provide support
Host monthly webinars to update investors on market trends and the company's progress
Develop a quarterly newsletter with updates, performance metrics, and investment opportunities
Expand social media presence to share regular updates, industry insights, and engage with investors
13. OKRs to secure funding for mobile game prototype
Secure funding for mobile game prototype
Research and identify 100 viable investors for gaming prototype by week 6
Develop 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
Secure 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
14. OKRs to develop strong investor relations strategy
Improve Investor Relations
Achieve higher investment inflow by 15%
Boost investor confidence through regular communication
Maximize investor outreach efforts
Increase investor engagement by 20%
15. OKRs to secure $1 million for the pre-seed funding round
Secure $1 million for the pre-seed funding round
Identify 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
Achieve 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
Secure 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
Invest OKR best practices to boost success
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 Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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.
How to turn your Invest OKRs in a strategy map
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 Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
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 Invest OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to establish process improvement to reduce audit adjustments entries
OKRs to successfully design an efficient, impactful pilot program
OKRs to accelerate product scalability for multi-tenant utilization
OKRs to boost review count on G2 and Capterra platforms
OKRs to increase social media engagement by 30%
OKRs to increase business customer onboarding in customer support
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
Create more examples in our app
You can use Tability to create OKRs with AI – and keep yourself accountable 👀
Tability is a unique goal-tracking platform built to save hours at work and help teams stay on top of their goals.
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