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Deal Tracker

Official

Manage deals and track progress.

Finance & Accounting#milestones#deal review#pipeline management#action items#investment banking#deal tracking
Authoranthropics
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps investment banking professionals meticulously track multiple live deals, ensuring no milestone is missed and all action items are managed effectively.

Core Features & Use Cases

  • Deal Setup: Capture comprehensive details for each deal, including client, type, size, and assigned team.
  • Milestone Tracking: Monitor progress against predefined milestones with target and actual dates, and status updates.
  • Action Item Management: Maintain a centralized list of tasks, owners, due dates, and priorities across all deals.
  • Weekly Deal Review: Generate concise summaries for team meetings, highlighting key developments, upcoming milestones, and potential blockers.
  • Pipeline Visualization: Provides an overview of the deal pipeline, categorizing deals by stage and identifying those at risk.

Quick Start

Use the deal tracker skill to add a new deal named 'Project Alpha' for client 'Acme Corp' with deal type 'Sell-side' and assign 'Jane Doe' as the owner for the 'CIM / teaser drafted' milestone with a target date of '2024-08-15'.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Deal Tracker
Download link: https://github.com/anthropics/financial-services-plugins/archive/main.zip#deal-tracker

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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