deal-tracker

name	deal-tracker
description	Use this skill when managing a book of business, tracking process milestones, or preparing for weekly deal reviews
executor	LLM_BEHAVIOR
skill_id	finance.investment_banking.deal_tracker_3
status	ADOPTED
security	{"level":"high","pii":false,"approval_required":true}
anchors	["finance"]
tier	2
input_schema	[{"name":"code_or_task","type":"string","description":"Code snippet, script, or task description to process","required":true},{"name":"context","type":"string","description":"Additional context or background information","required":false}]
output_schema	[{"name":"report","type":"string","description":"Analysis report or summary from deal tracker"}]

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