deal-team-summary

Aggregates diligence findings into audience-tiered deal team briefing documents.

Updated Jun 17, 2026
One-click install
npx skills add https://github.com/tk1cntt/PhapChe --skill deal-team-summary-tk1cntt
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: deal-team-summary
Source: https://github.com/tk1cntt/PhapChe/tree/main/docs/claude-for-legal-main/corporate-legal/skills/deal-team-summary
Command: npx skills add https://github.com/tk1cntt/PhapChe --skill deal-team-summary-tk1cntt

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Deal leads and executives cannot read hundreds of raw diligence findings; they need a compressed briefing showing what is material, what changed since the last brief, and what decisions are needed. This Skill converts accumulated diligence extraction output into audience-appropriate summaries. ## Core Features & Use Cases - Audience-tiered briefings: Generates three formats — exec tier (top 3-5 material issues and decision items), deal lead tier (all reds and yellows, progress tables, gaps), and working team tier (full finding detail). - Delta tracking: Leads recurring briefs with what changed — new findings, severity upgrades/downgrades, resolved items, and coverage movement. - Privilege-aware drafting: Includes confidentiality headers and distribution warnings so briefs stay within the privilege circle. - Use Case: After diligence-issue-extraction has flagged findings across a VDR, ask for a deal update and receive a board-ready brief listing material issues, decisions needed with owners and deadlines, and progress by category. ## Quick Start Ask the assistant to brief the deal team on the current state of diligence for the active matter, specifying whether the audience is the board, the deal lead, or the working team.

Frequently Asked Questions about deal-team-summary

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I summarize due diligence findings for executives?

Request a deal team brief and specify the exec tier audience. The output contains the top 3-5 material issues with deal impact, decision items with owners and deadlines, and changes since the last brief, omitting category detail and green findings.

What is the difference between the deal lead and working team briefing tiers?

The deal lead tier lists all red and yellow findings as one-liners with progress tables, gaps, and next steps. The working team tier includes everything with full finding detail in house format, withholding nothing.

Does this skill work without prior diligence issue extraction?

No, it reads accumulated findings produced by the diligence-issue-extraction skill as its input. Without extracted findings, there is no source material to aggregate into a briefing.

How does the briefing handle privilege and confidentiality?

Each brief includes a work-product header and a notice that it aggregates privileged findings, warning that distribution beyond the privilege circle can waive privilege. The skill drafts the brief but a human confirms the distribution list and sends it.

Can the brief show what changed since the last update?

Yes, recurring briefs lead with deltas: new findings, severity upgrades or downgrades, resolved findings, and coverage movement. This reflects that deal leads care more about movement than static state.

What are the limitations of automated deal team briefings?

The skill does not make materiality judgments, decide how the team responds to findings, or distribute the brief. It reports calls made at extraction time, surfaces decisions for humans, and only drafts the document.