Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Series A 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.
Writing good OKRs can be hard, especially if it's your first time doing it. You'll need to center the focus of your plans around outcomes instead of projects.
We understand that setting OKRs can be challenging, so we have prepared a set of examples tailored for Series A. Take a peek at the templates below to find inspiration and kickstart your goal-setting process.
If you want to learn more about the framework, you can read our OKR guide online.
The best tools for writing perfect Series A OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards

Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
Series A OKRs examples
We've added many examples of Series A Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.
Hope you'll find this helpful!
OKRs to secure series A financing
ObjectiveSecure series A financing
KRDevelop a compelling business plan and pitch deck
Conduct market research and identify target audience for business plan
Incorporate financial projections and ROI analysis to support the business plan and pitch deck
Clearly outline the problem, solution, and value proposition in the business plan
Create a visually appealing pitch deck with concise and engaging content
KRAchieve a 10% increase in investor meetings
Establish and maintain relationships with key industry influencers and networks to expand investor connections
Increase outreach efforts to potential investors through targeted email campaigns
Develop and deliver compelling presentations to attract investor interest and secure meetings
Utilize social media platforms to promote our company and engage with potential investors
KRIncrease investor outreach by 50%
Create personalized email campaigns for targeted investor segments
Develop a comprehensive database of potential investors
Leverage social media platforms to engage with potential investors and share updates
Schedule regular investor meetings and webinar sessions to disseminate information
KRReceive positive feedback from at least 75% of the potential investors
Conduct thorough research on potential investors to understand their interests and preferences
Follow up with investors promptly, addressing any questions or concerns they may have
Deliver a compelling and concise presentation that clearly communicates the value proposition
Tailor pitch deck to highlight benefits and potential returns for investors
OKRs to prepare for a Series A funding
ObjectivePrepare for Series A funding
KR5x monthly recurring revenue (MRR) by through expanding product offerings and acquiring new customers
KRIncrease customer retention rate by 15% through implementing a customer success program
KRIncrease the monthly active users by 10x
KRIdentify and target at least 15 potential investors
Secure 50 intro calls
Make a list of 100 VCs to reach out to
OKRs to ensure readiness for Series A investment
ObjectiveEnsure readiness for Series A investment
KRAttract and negotiate term sheets with at least three potential Series A investors
Prepare and provide investment presentations and term sheets
Organize and conduct negotiations with potential investors
Research and build relationships with prospective Series A investors
KRDevelop and finalize investment pitch deck highlighting business model and growth strategy
Review, refine, and finalize investment pitch deck
Outline business model and growth strategy in detail
Draft original content for pitch deck
KRSecure financial audit report showcasing positive EBITDA and revenue growth
Prepare clear report highlighting EBITDA and revenue growth
Arrange for an external, unbiased financial audit
Compile all relevant financial documents and data
OKRs to secure Series A funding
ObjectiveBe on track for Series A funding
KRShow a 3x year-on-year revenue growth
KRReach $1.5M ARR
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
KRComplete 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
KRAnalyze 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
KREvaluate 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
Series A OKR best practices
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.
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.
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.
Save hours with automated Series A OKR dashboards

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
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Series A OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to uplift personal growth and positivity in every life we encounter
OKRs to foster a comprehensive feedback culture
OKRs to boost Overall Account Health
OKRs to increase user acquisition by 50% in the next quarter
OKRs to grow sales effort in new markets
OKRs to lose 15 pounds while maintaining health and vitality