a5c-ai Vote Tracker
Overview
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.
Capabilities
Vote Recording
- Record IC votes by partner
- Track approval, conditional approval, rejection
- Document abstentions and recusals
- Maintain voting history
Condition Tracking
- Track conditions attached to approvals
- Monitor condition satisfaction
- Flag overdue condition items
- Document condition waivers
Follow-Up Management
- Track IC-requested follow-up items
- Assign ownership and deadlines
- Monitor completion status
- Escalate overdue items
Decision Documentation
- Document IC meeting minutes
- Record discussion points
- Capture key concerns raised
- Maintain decision audit trail
Usage
Record IC Vote
Input: Deal, meeting date, votes
Process: Record votes, tally results
Output: Vote record, decision outcome
Track Conditions
Input: Conditional approval, conditions
Process: Set up condition tracking
Output: Condition checklist, deadlines
Monitor Follow-Ups
Input: Action items, assignments
Process: Track completion progress
Output: Follow-up status report
Generate IC Report
Input: Reporting period
Process: Compile IC activity
Output: IC activity summary report
Vote Categories
| 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 |
Integration Points
- Investment Committee Process: Core voting skill
- IC Memo Generator: Link to memo decisions
- IC Presenter (Agent): Support IC coordination
- Deal Flow Tracker: Update deal status
Condition Types
| 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 |
Best Practices
- Record votes promptly after IC meetings
- Document conditions clearly and specifically
- Assign clear ownership for follow-ups
- Set realistic deadlines
- Escalate missed deadlines appropriately