Skills › Financial Services › deal-tracker
deal-tracker
The facts
Its 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".
The description the agent reads to decide when to use it.
From its settingsline 3
When it starts
The agent would pick this skill when someone is managing several live M&A or financing deals at once and wants their milestones, deadlines, action items and status pulled into one tracking view, or wants to prepare for a weekly deal review. It is aimed at a book of business rather than a single deal.
Things a person might say (the model's guesses)
- “Can you set up a deal tracker for our three live sell-side processes?”
- “Where are we on Project Falcon and Project Atlas — what's slipping?”
- “I need a pipeline view and status summary for our weekly deal review.”
A model's summary of when it is used.
A model's reading
Licence
Apache-2.0, from LICENSE
The terms its author shares it under, which let it be shown here.
From the repositorylicence text
The text
1---
2name: deal-tracker
3description: 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".
4---
6# Deal Tracker
Deal Tracker
Raw lines 1 to 7Workflow
Raw lines 8 to 910### Step 1: Deal Setup
12For each deal, capture:
13- **Deal name / code name**: Project [Name]
14- **Client**: Seller or buyer name
15- **Deal type**: Sell-side, buy-side, financing, restructuring
16- **Role**: Lead advisor, co-advisor, fairness opinion
17- **Deal size**: Expected enterprise value
18- **Stage**: Pre-mandate → Engaged → Marketing → IOI → Diligence → Final bids → Signing → Close
19- **Team**: MD, VP, Associate, Analyst assigned
20- **Key dates**: Engagement date, CIM distribution, IOI deadline, management meetings, final bid deadline, target close
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
22### Step 2: Milestone Tracking
24Track key milestones per deal:
26| Milestone | Target Date | Actual Date | Status | Notes |
27|-----------|------------|-------------|--------|-------|
28| Engagement letter signed | | | | |
29| CIM / teaser drafted | | | | |
30| Buyer list approved | | | | |
31| Teaser distributed | | | | |
32| NDA execution | | | | |
33| CIM distributed | | | | |
34| IOI deadline | | | | |
35| IOIs received / reviewed | | | | |
36| Shortlist selected | | | | |
37| Management meetings | | | | |
38| Data room opened | | | | |
39| Final bid deadline | | | | |
40| Bids received / reviewed | | | | |
41| Exclusivity granted | | | | |
42| Confirmatory diligence | | | | |
43| Purchase agreement signed | | | | |
44| Regulatory approval | | | | |
45| Close | | | | |
47Status: On Track / At Risk / Delayed / Complete
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
Raw lines 22 to 4849### Step 3: Action Items
51Maintain a running action item list across all deals:
53| Action | Deal | Owner | Due Date | Priority | Status |
54|--------|------|-------|----------|----------|--------|
55| | | | | P0/P1/P2 | Open/Done/Blocked |
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 |
57### Step 4: Weekly Deal Review
59Generate a summary for weekly team meetings:
61**For each active deal:**
621. One-line status update
632. Key developments this week
643. Upcoming milestones (next 2 weeks)
654. Blockers or risks
665. Action items for next week
68**Pipeline summary:**
69- Total active deals by stage
70- Deals at risk (missed milestones, stalled processes)
71- New mandates / pitches in pipeline
72- Expected closings this quarter
Step 4: Weekly Deal Review
Generate a summary for weekly team meetings:
For each active deal:
- One-line status update
- Key developments this week
- Upcoming milestones (next 2 weeks)
- Blockers or risks
- 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
74### Step 5: Output
76- Excel workbook with:
77 - Pipeline overview (all deals, one row each)
78 - Per-deal milestone tracker tabs
79 - Action item master list
80 - Weekly review summary
81- Optional: Markdown summary for email/Slack distribution
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
83## Important Notes
85- Update the tracker weekly at minimum — stale trackers are worse than no tracker
86- Flag deals where milestones are slipping — early warning prevents surprises
87- Action items without owners and due dates don't get done — be specific
88- The pipeline view should show deal stage, size, and likelihood — useful for revenue forecasting
89- Keep notes on buyer/investor feedback — patterns in feedback inform strategy adjustments
90- Archive closed/dead deals separately — keep the active view clean
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
From anthropics/financial-services at 6056506, 2026-10-28. Skills read by DeepSeek V4.1 Flash on 2026-11-04. Summary and techniques by Claude Opus 5.5 on 2026-11-06.