Table of content

12 OKR examples for Investor Relations Team

What are Investor Relations Team 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.

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 Relations Team 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.

Our Investor Relations Team OKRs examples

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

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 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 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 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 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 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 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 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 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 boost finance operations to increase brand visibility and market influence

  • ObjectiveBoost finance operations to increase brand visibility and market influence
  • Key ResultImprove customer satisfaction rates by 25% through streamlined billing processes
  • TaskTrain staff on new streamlined billing processes for better efficiency
  • TaskRegularly solicit and act upon customer feedback on billing experience
  • TaskImplement automated, error-free billing system to enhance accuracy
  • Key ResultIncrease investor presentations by 40% to expand brand visibility
  • TaskSchedule 40% more investor presentations each week
  • TaskCreate more engaging content for additional investor presentations
  • TaskUtilize various platforms for hosting investor presentations
  • Key ResultImplement new finance software to reduce errors by 30%
  • TaskTrain employees on the new system usage
  • TaskResearch and select suitable finance software
  • TaskMonitor and evaluate error reduction efforts

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

Best practices for managing your Investor Relations Team 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

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

Tip #2: Commit to the weekly 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 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 below). 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.

Building your own Investor Relations Team 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.

Best way to track your Investor Relations Team OKRs

OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the 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.

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 Investor Relations Team 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.