AutoGineer
Generated banner for Deal Tracker
Generated logo for Deal Tracker

Deal Tracker

AnthropicOfficialPublished by Anthropic

  • Skill
  • Workflow
  • Business and productivity
  • Apache-2.0
  • No issues found
Download ZIP

From the author

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".
— the description by Anthropic

AutoGineer summary

Written by AutoGineer from the skill’s own files, not by the author

The Deal Tracker skill provides a systematic approach to managing complex business transactions. It guides users through the lifecycle of a deal, from initial engagement to final closing, by maintaining a centralized repository for milestones, deadlines, and team responsibilities. The skill emphasizes proactive risk management by surfacing overdue items and stalled processes, ensuring that teams remain aligned during weekly reviews and strategic planning.

What it does

  • Establishes a standardized framework for capturing deal metadata and key transaction stages.
  • Provides a structured milestone tracking system to monitor progress against target dates.
  • Maintains a centralized master list of action items with assigned owners and priorities.
  • Generates comprehensive weekly deal review summaries for team meetings.
  • Produces pipeline overviews to assist with revenue forecasting and resource allocation.
  • Facilitates the identification of at-risk deals through early warning indicators.

When to use it

  • When managing a portfolio of active deals or a book of business.
  • During preparation for weekly team deal reviews or status updates.
  • When you need to track complex process milestones across multiple stakeholders.
  • When you need to identify and mitigate risks associated with slipping deadlines.

Advantages

  • Prevents information gaps by enforcing consistent tracking across all deals.
  • Improves team accountability through clear ownership of action items.
  • Enables early detection of project delays before they impact final closing dates.
  • Streamlines reporting by automating the generation of pipeline and status summaries.

Usage examples

“deal tracker”
The agent initializes the deal pipeline view, prompting for current deal status, upcoming milestones, and any pending action items.
“weekly deal review”
The agent compiles a summary report including one-line status updates, key developments, upcoming milestones for the next two weeks, and identified blockers.
“where are we on Project Alpha?”
The agent retrieves the specific milestone tracker for Project Alpha, highlighting the current stage, completed tasks, and any overdue action items.

Install

  1. Download the skill as a ZIP:

    https://mp-staging.autogineer.com/agent-skills/anthropics/deal-tracker/download

  2. Unzip it into the cross-client skills folder of your project:

    mkdir -p .agents/skills && unzip deal-tracker.zip -d .agents/skills

Documentation by Anthropic

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

Files

SKILL.md

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

Requirements and compatibility

Written for: Claude Code, Claude apps

Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta

“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.

Security

No issues found by our static scan· No issues found

A static scan is not a guarantee. Skills are third-party content: review a skill before you let an agent use it.

Attribution and licence

Published by
Anthropic
Publisher
Anthropic (Official)
Source
anthropics/financial-services · plugins/vertical-plugins/investment-banking/skills/deal-tracker · commit 6056506
Licence
Apache License 2.0 (redistribution allowed)
  • LICENSE (added by AutoGineer from LICENSE)
  • ATTRIBUTION.md (written by AutoGineer)
Synced

AutoGineer is not affiliated with or endorsed by Anthropic.

Download ZIP

The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download deal-tracker.zip