Skill

deal-tracker

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".

Install

npx claudepluginhub rodaquino-omni/crowtech-healthcare-finance --plugin investment-banking

Tool Access

This skill uses the workspace's default tool permissions.

Preview

For each deal, capture:

SKILL.md

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Stats

Parent Repo Stars0

Parent Repo Forks0

Last CommitApr 21, 2026

Actions

View Source View Plugin View on GitHub View README

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 (CrowTech anchor $25M–$250M EV)
Stage: Pre-mandate → Engaged → Marketing → IOI → Diligence → Final bids → Signing → Close
Team: MD, VP, Associate, Analyst assigned
Key dates: Engagement, 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

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

Step 4: Weekly Deal Review

Per deal: one-line status; key developments this week; upcoming milestones (next 2 weeks); blockers/risks; action items for next week.

Pipeline summary: active deals by stage; deals at risk; new mandates/pitches; expected closings this quarter.

Step 5: Output

Excel workbook with: pipeline overview (one row per deal); per-deal milestone tracker tabs; action item master list; weekly review summary
Optional: Markdown summary for email/Slack

Important Notes

Update weekly at minimum — stale trackers are worse than none
Flag slipping milestones early
Action items without owners and due dates don't get done
Pipeline view should show stage, size, and likelihood for revenue forecasting
Keep notes on buyer/investor feedback — patterns inform strategy
Archive closed/dead deals separately