deal-tracker

name	deal-tracker
description	Use when financial-services work requires deal Tracker.
version	0.1.0
author	Changhochien
license	MIT
platforms	["linux","macos","windows"]
metadata	{"hermes":{"tags":["banking","financial-services","investment-banking"],"related_skills":[]}}

Deal Tracker

description: Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews. Triggers on "deal tracker", "deal status", "where are we on", "process update", "deal pipeline", or "weekly deal review".

Workflow

Step 1: Deal Setup

For each deal, capture:

• Deal name / code name: Project [Name]
• Client: Seller or buyer name
• Deal type: Sell-side, buy-side, financing, restructuring
• Role: Lead advisor, co-advisor, fairness opinion
• Deal size: Expected enterprise value
• Stage: Pre-mandate → Engaged → Marketing → IOI → Diligence → Final bids → Signing → Close
• Team: MD, VP, Associate, Analyst assigned
• Key dates: Engagement date, CIM distribution, IOI deadline, management meetings, final bid deadline, target close

Step 2: Milestone Tracking

Track key milestones per deal:

Milestone	Target Date	Actual Date	Status	Notes
Engagement letter signed
CIM / teaser drafted
Buyer list approved
Teaser distributed
NDA execution
CIM distributed
IOI deadline
IOIs received / reviewed
Shortlist selected
Management meetings
Data room opened
Final bid deadline
Bids received / reviewed
Exclusivity granted
Confirmatory diligence
Purchase agreement signed
Regulatory approval
Close

Status: On Track / At Risk / Delayed / Complete

Step 3: Action Items

Maintain a running action item list across all deals:

Action	Deal	Owner	Due Date	Priority	Status
				P0/P1/P2	Open/Done/Blocked

Step 4: Weekly Deal Review

Generate a summary for weekly team meetings:

For each active deal:

1. One-line status update
2. Key developments this week
3. Upcoming milestones (next 2 weeks)
4. Blockers or risks
5. Action items for next week

Pipeline summary:

• Total active deals by stage
• Deals at risk (missed milestones, stalled processes)
• New mandates / pitches in pipeline
• Expected closings this quarter

Step 5: Output

• Excel workbook with:
  • Pipeline overview (all deals, one row each)
  • Per-deal milestone tracker tabs
  • Action item master list
  • Weekly review summary
• Optional: Markdown summary for email/Slack distribution

Important Notes

• Update the tracker weekly at minimum — stale trackers are worse than no tracker
• Flag deals where milestones are slipping — early warning prevents surprises
• Action items without owners and due dates don't get done — be specific
• The pipeline view should show deal stage, size, and likelihood — useful for revenue forecasting
• Keep notes on buyer/investor feedback — patterns in feedback inform strategy adjustments
• Archive closed/dead deals separately — keep the active view clean

Hermes Profile Notes

This skill was packaged from pi-financial-services source path plugins/vertical-plugins/investment-banking/skills/deal-tracker for the Hermes financial-services profile. Use institutional data connectors first when available, cite sources, and stage outputs for qualified human review.

Common Pitfalls

1. Do not present drafts as investment, legal, tax, or accounting advice.
2. Do not use web search as the primary source when an institutional MCP/data connector is available.
3. Do not execute transactions, contact clients, post to a ledger, or approve onboarding. Stage outputs for review.

Verification Checklist

• Inputs, assumptions, dates, and currencies are explicit.
• Numbers tie across tables, models, decks, and memos.
• Sources are cited and institutional data is preferred where available.
• Output is labeled draft / for human review where appropriate.