Deal Tracker
description: 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".
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
- Stage: Pre-mandate → Engaged → Marketing → IOI → Diligence → Final bids → Signing → Close
- Team: MD, VP, Associate, Analyst assigned
- Key dates: Engagement date, 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 |
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| CIM / teaser drafted |
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| Buyer list approved |
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| Teaser distributed |
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| NDA execution |
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| CIM distributed |
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| IOI deadline |
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| IOIs received / reviewed |
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| Shortlist selected |
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| Management meetings |
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| Data room opened |
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| Final bid deadline |
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| Bids received / reviewed |
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| Exclusivity granted |
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| Confirmatory diligence |
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| Purchase agreement signed |
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| Regulatory approval |
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| Close |
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Status: On Track / At Risk / Delayed / Complete
Step 3: Action Items
Maintain a running action item list across all deals:
| Action |
Deal |
Owner |
Due Date |
Priority |
Status |
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P0/P1/P2 |
Open/Done/Blocked |
Step 4: Weekly Deal Review
Generate a summary for weekly team meetings:
For each active deal:
- One-line status update
- Key developments this week
- Upcoming milestones (next 2 weeks)
- Blockers or risks
- Action items for next week
Pipeline summary:
- Total active deals by stage
- Deals at risk (missed milestones, stalled processes)
- New mandates / pitches in pipeline
- Expected closings this quarter
Step 5: Output
- Excel workbook with:
- Pipeline overview (all deals, one row each)
- Per-deal milestone tracker tabs
- Action item master list
- Weekly review summary
- Optional: Markdown summary for email/Slack distribution
Important Notes
- Update the tracker weekly at minimum — stale trackers are worse than no tracker
- Flag deals where milestones are slipping — early warning prevents surprises
- Action items without owners and due dates don't get done — be specific
- The pipeline view should show deal stage, size, and likelihood — useful for revenue forecasting
- Keep notes on buyer/investor feedback — patterns in feedback inform strategy adjustments
- Archive closed/dead deals separately — keep the active view clean
Hermes Profile Notes
This skill was packaged from pi-financial-services source path plugins/vertical-plugins/investment-banking/skills/deal-tracker for the Hermes financial-services profile. Use institutional data connectors first when available, cite sources, and stage outputs for qualified human review.
Common Pitfalls
- Do not present drafts as investment, legal, tax, or accounting advice.
- Do not use web search as the primary source when an institutional MCP/data connector is available.
- Do not execute transactions, contact clients, post to a ledger, or approve onboarding. Stage outputs for review.
Verification Checklist
1---2name: deal-tracker3description: Use when financial-services work requires deal Tracker.4license: MIT5---67# Deal Tracker89description: 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".1011## Workflow1213### Step 1: Deal Setup1415For each deal, capture:16- **Deal name / code name**: Project [Name]17- **Client**: Seller or buyer name18- **Deal type**: Sell-side, buy-side, financing, restructuring19- **Role**: Lead advisor, co-advisor, fairness opinion20- **Deal size**: Expected enterprise value21- **Stage**: Pre-mandate → Engaged → Marketing → IOI → Diligence → Final bids → Signing → Close22- **Team**: MD, VP, Associate, Analyst assigned23- **Key dates**: Engagement date, CIM distribution, IOI deadline, management meetings, final bid deadline, target close2425### Step 2: Milestone Tracking2627Track key milestones per deal:2829| Milestone | Target Date | Actual Date | Status | Notes |30|-----------|------------|-------------|--------|-------|31| Engagement letter signed | | | | |32| CIM / teaser drafted | | | | |33| Buyer list approved | | | | |34| Teaser distributed | | | | |35| NDA execution | | | | |36| CIM distributed | | | | |37| IOI deadline | | | | |38| IOIs received / reviewed | | | | |39| Shortlist selected | | | | |40| Management meetings | | | | |41| Data room opened | | | | |42| Final bid deadline | | | | |43| Bids received / reviewed | | | | |44| Exclusivity granted | | | | |45| Confirmatory diligence | | | | |46| Purchase agreement signed | | | | |47| Regulatory approval | | | | |48| Close | | | | |4950Status: On Track / At Risk / Delayed / Complete5152### Step 3: Action Items5354Maintain a running action item list across all deals:5556| Action | Deal | Owner | Due Date | Priority | Status |57|--------|------|-------|----------|----------|--------|58| | | | | P0/P1/P2 | Open/Done/Blocked |5960### Step 4: Weekly Deal Review6162Generate a summary for weekly team meetings:6364**For each active deal:**651. One-line status update662. Key developments this week673. Upcoming milestones (next 2 weeks)684. Blockers or risks695. Action items for next week7071**Pipeline summary:**72- Total active deals by stage73- Deals at risk (missed milestones, stalled processes)74- New mandates / pitches in pipeline75- Expected closings this quarter7677### Step 5: Output7879- Excel workbook with:80 - Pipeline overview (all deals, one row each)81 - Per-deal milestone tracker tabs82 - Action item master list83 - Weekly review summary84- Optional: Markdown summary for email/Slack distribution8586## Important Notes8788- Update the tracker weekly at minimum — stale trackers are worse than no tracker89- Flag deals where milestones are slipping — early warning prevents surprises90- Action items without owners and due dates don't get done — be specific91- The pipeline view should show deal stage, size, and likelihood — useful for revenue forecasting92- Keep notes on buyer/investor feedback — patterns in feedback inform strategy adjustments93- Archive closed/dead deals separately — keep the active view clean9495## Hermes Profile Notes96This skill was packaged from `pi-financial-services` source path `plugins/vertical-plugins/investment-banking/skills/deal-tracker` for the Hermes financial-services profile. Use institutional data connectors first when available, cite sources, and stage outputs for qualified human review.979899## Common Pitfalls1001. Do not present drafts as investment, legal, tax, or accounting advice.1012. Do not use web search as the primary source when an institutional MCP/data connector is available.1023. Do not execute transactions, contact clients, post to a ledger, or approve onboarding. Stage outputs for review.103104105## Verification Checklist106- [ ] Inputs, assumptions, dates, and currencies are explicit.107- [ ] Numbers tie across tables, models, decks, and memos.108- [ ] Sources are cited and institutional data is preferred where available.109- [ ] Output is labeled draft / for human review where appropriate.
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