4 customisable OKR examples for Investor Pitch

What are Investor Pitch 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 Investor Pitch 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 Investor Pitch 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 Investor Pitch OKRs examples

You'll find below a list of Objectives and Key Results templates for Investor Pitch. 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 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

mobile-game-development investor-pitching pitch-creator investor-relations-representative game-development-team investor-relations-team

Implement this OKR

2. OKRs to improve investor pitch deck and materials

Optimize investor pitch deck and materials
Receive positive feedback from at least 80% of investors
Increase conversion rate of investors reached
Reduce the average time to close a deal
Achieve a 20% increase in investment amount

investor-pitch-deck materials ceo cfo marketing-manager fundraising

Implement this OKR

3. OKRs to boost funding penetration to stride towards the 10% goal

Boost funding penetration to stride towards the 10% goal
Increase funding proposals by 20% attracting new investors
Develop multi-channel marketing strategy for funding proposals
Strengthen network relationships for increased investor interest
Introduce innovative projects to attract fresh investors
Improve approval rate of proposals by 30% with persuasive pitches
Improve team skills by organizing frequent sales pitch training
Conduct research on successful strategies for persuasive pitching
Gather feedback and continuously refine the pitch content and delivery
Maintain a 10% increase in total funding secured each month
Regularly communicate updates to current investors
Research and identify potential new investors weekly
Develop and refine the pitch deck continuously

funding-penetration pitch-deck sales-pitch-trainer investor-relations-manager marketing-team investor-relations-team

Implement this OKR

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

seed-funding investor-pitch fundraising-manager investment-relations-officer fundraising-team investor-relations-team

Implement this OKR

Investor Pitch 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

Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.

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's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to weekly OKR check-ins

Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.

Being able to see trends for your key results will also keep yourself honest.

Tability'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.

How to turn your Investor Pitch 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

Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.

Tability'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 Investor Pitch 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.

To learn: What is the meaning of OKRs
Blog posts: ODT Blog
Success metrics: KPIs examples

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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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