Tracks IC voting, approvals, conditions, follow-up items
Tracks Investment Committee votes, approvals, conditions, and follow-up items for deal decisions.
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The Vote Tracker skill manages Investment Committee voting processes, tracking approvals, conditions, and follow-up items. It ensures proper documentation of IC decisions and completion of required follow-up actions.
Input: Deal, meeting date, votes
Process: Record votes, tally results
Output: Vote record, decision outcome
Input: Conditional approval, conditions
Process: Set up condition tracking
Output: Condition checklist, deadlines
Input: Action items, assignments
Process: Track completion progress
Output: Follow-up status report
Input: Reporting period
Process: Compile IC activity
Output: IC activity summary report
| Vote Type | Description |
|---|---|
| Approve | Full approval to proceed |
| Conditional | Approval with conditions |
| Request More Info | Hold pending additional work |
| Decline | Decision not to invest |
| Recuse | Partner conflict/recusal |
| Condition | Example |
|---|---|
| Additional DD | Complete customer references |
| Term Negotiation | Achieve board seat |
| Price Condition | Not above $X valuation |
| Syndicate | Secure lead co-investor |
| Legal | Clear IP assignment |
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