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skill Claude Code CX Codex Cursor GitHub Copilot official · Anthropic

deal-tracker — Claude Code skill: pipeline and milestone tracking

Skill to manage a portfolio of deals: tracks milestones, deadlines, action items, and status. Surfaces pipeline view, flags upcoming deadlines and overdue tasks.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓ 
npx skills add anthropics/financial-services --skill deal-tracker -a claude-code
Open on GitHub

What deal-tracker does

deal-tracker organizes work across multiple parallel deals in investment banking, M&A, or financing. The skill captures deal name, client, type (sell-side, buy-side, financing, restructuring), stage in the process (from engagement to close), size, and team members.

It works in five steps: set up each deal, track milestones against target and actual dates, maintain a running action item list with owners and priorities, prepare a weekly deal review, and export to Excel with tabs for each deal, a master action list, and pipeline summary. The skill responds to prompts like "where are we on this deal", "deal status update", or "weekly review".

Updates must happen at least weekly and every action item needs an owner and due date — without them, tasks slip. Flag missed milestones early as a risk signal. The skill keeps the whole pipeline visible: stage, size, and projected closings for the quarter.

What it helps with

  • track status across multiple concurrent deals
  • flag missed milestones and process risks
  • coordinate tasks and owners per deal
  • prepare weekly team review with pipeline summary
  • forecast closings and revenue by quarter

Example prompts for the agent

  • where are we on deal ABC? which milestones are closed?
  • show me risks: which milestones are overdue or at risk?
  • weekly deal review: active deals, upcoming deadlines, blockers

How to install deal-tracker

1Skills CLI (Vercel)

npx skills add anthropics/financial-services --skill deal-tracker -a claude-code

2Manually: put the files in place

~/.claude/skills/deal-tracker/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/deal-tracker/

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Questions about deal-tracker

How do I install deal-tracker in Claude Code?

Run npx skills add anthropics/financial-services --skill deal-tracker -a claude-code, then open ~/.claude/skills/deal-tracker/SKILL.md.

What does deal-tracker do?

The skill manages a deal portfolio: captures milestones, deadlines, action items, and status for each deal, displays pipeline view, and flags overdue or at-risk tasks. Exports to Excel and prepares weekly summaries for team meetings.

Which deal stages does deal-tracker cover?

The skill tracks the full cycle from engagement through close, including teaser and CIM distribution, IOI collection, buyer shortlist, management meetings, diligence, final bids, purchase agreement, regulatory approval, and closing.

Source text

SKILL.md · Apache-2.0 
---
name: deal-tracker
description: 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".
---

# 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. 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

© anthropics · Apache-2.0 · anthropics/financial-services

See also

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