deal-tracker

✓ Official★ 33,111

by anthropics · part of anthropics/financial-services

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".

🧩 One of 7 skills in the anthropics/financial-services package — works on its own, and pairs well with its siblings.

This is the playbook your agent receives when the skill activates — you don't need to read it to use the skill, but it's here to audit before installing.

Deal Tracker

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:

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

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