From investment-banking
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".
npx claudepluginhub rodaquino-omni/crowtech-healthcare-finance --plugin investment-bankingThis skill uses the workspace's default tool permissions.
For each deal, capture:
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Provides demand forecasting, safety stock optimization, replenishment planning, and promotional lift estimation for multi-location retailers managing 300-800 SKUs.
For each deal, capture:
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
| Action | Deal | Owner | Due Date | Priority | Status |
|---|---|---|---|---|---|
| P0/P1/P2 | Open/Done/Blocked |
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.