4 customisable OKR examples for Venture Capital

What are Venture Capital 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.

Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.

We have a collection of OKRs examples for Venture Capital to give you some inspiration. You can use any of the templates below as a starting point for your OKRs.

If you want to learn more about the framework, you can read our OKR guide online.

Building your own Venture Capital 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:

Our customisable Venture Capital OKRs examples

You'll find below a list of Objectives and Key Results templates for Venture Capital. 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. OKR 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

2. OKR 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

3. OKR to secure venture capital funding for Plika's Latam expansion

  • ObjectiveSecure venture capital funding for Plika's Latam expansion
  • Key ResultSecure a minimum of $1million in funding committed by at least 2 investors
  • TaskConduct engaging pitch meetings with selected investors
  • TaskIdentify and connect with potential investors
  • TaskDevelop a comprehensive, persuasive business plan presentation
  • Key ResultArrange pitch meetings with a minimum of 10 prospective Venture Capital investors
  • TaskIdentify and research 10 prospective Venture Capital investors
  • TaskPrepare a compelling investment pitch presentation
  • TaskSchedule meetings via email or phone calls
  • Key ResultIdentify and prioritize 20 potential Venture Capitalists suitable for our expansion strategy
  • TaskResearch and compile a list of 20 potential venture capitalists
  • TaskAnalyze each prospect's investment tendencies and records
  • TaskRank potential investors based on alignment with our expansion strategy

4. OKR 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

Best practices for managing your Venture Capital 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

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 DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to the weekly 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 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 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.

Best way to track your Venture Capital OKRs

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

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 a proper OKR-tracking tool for it.

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 Venture Capital 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.

Create more examples in our app

You can use Tability to create OKRs with AI – and keep yourself accountable 👀

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