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 |
|
|
|
|
| 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
Maintain a running action item list across all deals:
| Action |
Deal |
Owner |
Due Date |
Priority |
Status |
|
|
|
|
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
1---2name: deal-tracker-23description: Deal Tracker4---56# Deal Tracker78description: 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".910## Workflow1112### Step 1: Deal Setup1314For each deal, capture:15- **Deal name / code name**: Project [Name]16- **Client**: Seller or buyer name17- **Deal type**: Sell-side, buy-side, financing, restructuring18- **Role**: Lead advisor, co-advisor, fairness opinion19- **Deal size**: Expected enterprise value20- **Stage**: Pre-mandate → Engaged → Marketing → IOI → Diligence → Final bids → Signing → Close21- **Team**: MD, VP, Associate, Analyst assigned22- **Key dates**: Engagement date, CIM distribution, IOI deadline, management meetings, final bid deadline, target close2324### Step 2: Milestone Tracking2526Track key milestones per deal:2728| Milestone | Target Date | Actual Date | Status | Notes |29|-----------|------------|-------------|--------|-------|30| Engagement letter signed | | | | |31| CIM / teaser drafted | | | | |32| Buyer list approved | | | | |33| Teaser distributed | | | | |34| NDA execution | | | | |35| CIM distributed | | | | |36| IOI deadline | | | | |37| IOIs received / reviewed | | | | |38| Shortlist selected | | | | |39| Management meetings | | | | |40| Data room opened | | | | |41| Final bid deadline | | | | |42| Bids received / reviewed | | | | |43| Exclusivity granted | | | | |44| Confirmatory diligence | | | | |45| Purchase agreement signed | | | | |46| Regulatory approval | | | | |47| Close | | | | |4849Status: On Track / At Risk / Delayed / Complete5051### Step 3: Action Items5253Maintain a running action item list across all deals:5455| Action | Deal | Owner | Due Date | Priority | Status |56|--------|------|-------|----------|----------|--------|57| | | | | P0/P1/P2 | Open/Done/Blocked |5859### Step 4: Weekly Deal Review6061Generate a summary for weekly team meetings:6263**For each active deal:**641. One-line status update652. Key developments this week663. Upcoming milestones (next 2 weeks)674. Blockers or risks685. Action items for next week6970**Pipeline summary:**71- Total active deals by stage72- Deals at risk (missed milestones, stalled processes)73- New mandates / pitches in pipeline74- Expected closings this quarter7576### Step 5: Output7778- Excel workbook with:79 - Pipeline overview (all deals, one row each)80 - Per-deal milestone tracker tabs81 - Action item master list82 - Weekly review summary83- Optional: Markdown summary for email/Slack distribution8485## Important Notes8687- Update the tracker weekly at minimum — stale trackers are worse than no tracker88- Flag deals where milestones are slipping — early warning prevents surprises89- Action items without owners and due dates don't get done — be specific90- The pipeline view should show deal stage, size, and likelihood — useful for revenue forecasting91- Keep notes on buyer/investor feedback — patterns in feedback inform strategy adjustments92- Archive closed/dead deals separately — keep the active view clean
changhochien