Agent skill · business finance · anthropics
deal-tracker
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".
Why this skill is useful
Provides a structured framework for tracking deal milestones and action items, which enhances the AI's ability to manage complex deal processes effectively.
What it needs
About 2k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
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 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: 1. One-line status update 2. Key developments this week 3. Upcoming milestones (next 2 weeks) 4. Blockers or risks 5. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/deal-tracker