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Track and review live deal pipeline
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Based on SOC occupation classification
Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models
Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker".
View or update the catalyst calendar — usage: /catalysts [timeframe, e.g. 'next 2 weeks']
Build a pre-earnings preview with scenarios — usage: /earnings-preview [company ticker]
Analyze quarterly earnings and create an earnings update report — usage: /earnings [company name or ticker] [quarter, e.g. Q3 2024]
Create an initiating coverage report — usage: /initiate [company ticker]
| name | fsi-ib-cmd-deal-tracker |
| description | Track and review live deal pipeline |
| user-invocable | true |
| metadata | {} |
Load the deal-tracker skill to review deal status, update milestones, and manage action items across live deals.
