deal-tracker Skill
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", "w Published by anthropics in financial-services.
What is deal-tracker Skill?
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", "w Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Developers using financial-services
Technical details
- Install or run with Copy skill directory
When to use deal-tracker Skill
- Use it for developers using financial-services.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/investment-banking/skills/deal-tracker/SKILL.md
What it does
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", "w
Skill instructions
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 | | | | | | Manage
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Frequently asked questions
What is deal-tracker?
deal-tracker is a open-source AI agent skill with Copy skill directory. Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items.
Who is deal-tracker best for?
deal-tracker is best for reusing agent instructions, scripts, and references.
How do I install deal-tracker?
Install or run deal-tracker using Copy skill directory. Check deal-tracker for the latest setup command.
Is deal-tracker actively maintained?
deal-tracker may need a closer maintenance check before production use.
Auto-fetched from GitHub.
