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cccskills
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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".

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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:

MilestoneTarget DateActual DateStatusNotes
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:

ActionDealOwnerDue DatePriorityStatus
P0/P1/P2Open/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. 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

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