deal-tracker

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