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Deal Tracker

Track deal milestones, deadlines, and action items for investment banking workflows.

34.1k|5.1k|Updated Feb 23, 2026
Search Tags:#milestones#deal review#pipeline management#action items#investment banking#deal tracking
One-click install
npx skills add https://github.com/anthropics/financial-services-plugins --skill deal-tracker
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Deal Tracker
Source: https://github.com/anthropics/financial-services-plugins/tree/main/investment-banking/skills/deal-tracker
Command: npx skills add https://github.com/anthropics/financial-services-plugins --skill deal-tracker

SYSTEM DOCUMENTATION & REQUIREMENTS

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'.

Frequently Asked Questions about Deal Tracker

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

FAQPage Schema
How do I track investment banking deal milestones and deadlines?▼

To track investment banking deal milestones and deadlines, you input structured deal details, target dates, and status updates. The system then monitors progress, surfaces upcoming deadlines, and identifies overdue items across your pipeline.

What is the best way to manage action items across multiple live deals?▼

Managing action items across multiple live deals involves maintaining a centralized list of tasks, owners, due dates, and priorities. This ensures all action items are tracked effectively and no milestone is missed during the workflow.

How do I generate a weekly deal review summary for team meetings?▼

You generate a weekly deal review summary by using the tracked milestone data and action items. The system produces concise summaries highlighting key developments, upcoming milestones, and potential blockers for team meetings.

Can I export deal pipeline data to Excel for investment banking workflows?▼

Yes, you can export deal pipeline data to Excel. The system requires structured input for deal setup and milestone tracking to generate weekly review summaries and Excel outputs for investment banking workflows.

Does deal tracking work for categorizing pipeline stages and identifying deals at risk?▼

Yes, deal tracking works for categorizing pipeline stages and identifying deals at risk. It provides a pipeline visualization overview, categorizing deals by stage and surfacing those that are potentially at risk.

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