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Duzhenyang111
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deal-tracker

Track investment banking deal milestones, action items, and generate summary reports.

Updated Jun 5, 2026
Search Tags:#investment banking#deal tracking#action item tracking#deal pipeline#milestone management
One-click install
npx skills add https://github.com/Duzhenyang111/stock_money --skill deal-tracker-duzhenyang111
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: deal-tracker
Source: https://github.com/Duzhenyang111/stock_money/tree/main/financial-services-main/plugins/vertical-plugins/investment-banking/skills/deal-tracker
Command: npx skills add https://github.com/Duzhenyang111/stock_money --skill deal-tracker-duzhenyang111

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill simplifies the management and tracking of complex investment banking deals, ensuring all milestones, deadlines, and action items are on schedule and up-to-date.

Core Features & Use Cases

  • ** Deal Setup**: Capture and organize deal details like names, types, roles, and key dates.
  • Milestone Tracking: Monitor and record milestones with target and actual dates, statuses, and notes.
  • Action Items: Maintain an action item list for all deals with ownership, due dates, and priorities.
  • Weekly Deal Review: Generate a summary for team meetings with status updates, developments, milestones, and action items.
  • Output: Provide a comprehensive Excel workbook and optional Markdown summary.

Quick Start

Start using the Deal Tracker Skill by entering the details of your first deal, such as the name, client, deal type, and key dates.

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 action items?▼

You track deal milestones and action items by entering deal details, assigning ownership, setting due dates, and periodically reviewing statuses to ensure timely deal progression and oversight.

What is the best way to manage a live investment banking deal pipeline?▼

The best way to manage a deal pipeline is by capturing deal details, recording milestone statuses, maintaining action item lists, and generating weekly summary reports for team review.

Can I generate weekly deal review summaries for team meetings?▼

Yes, you can generate weekly deal review summaries that provide status updates, recent developments, milestones, and action items to facilitate team meeting discussions.

Does deal tracking require manual data entry and periodic review?▼

Yes, deal tracking requires manual data entry and periodic review to maintain accuracy and ensure all milestones, deadlines, and action items remain up-to-date within a structured workflow.

What output formats are provided for investment banking deal tracking?▼

Deal tracking outputs include a comprehensive Excel workbook and an optional Markdown summary to document milestones, action items, and status updates.

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