deal-team-summary

To summarize diligence findings into a deal team briefing, aggregate the material issues, deltas since the last brief, and decisions needed. This produces an audience-appropriate digest tailored for leadership, deal leads, or working teams.

Yes, you can generate different deal briefing summaries for executives and working teams. The skill produces audience-tier summaries, creating an exec-ready digest, a deal-lead working summary, or a full working-team brief depending on the target readership.

To highlight what changed in a state of diligence report, you emphasize deltas since the last brief. This includes surfacing new findings, resolved items, severity upgrades or downgrades, and current coverage progress for the deal team.

The best way to triage risks and surface decisions in a deal update is to format outputs into a role-specific template with a closing decision tree. This surfaces decision items and supports handoff into the closing checklist.

Yes, the deal summary process handles privilege and confidentiality markings. It inherits the privilege and confidentiality handling directly from the loaded findings to ensure compliant briefing outputs.

Before generating a deal diligence briefing, you need to load practice and deal context. This requires configuring the CLAUDE.md and deal-context files to properly inherit findings and format role-specific outputs.