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Deal Tracker

Track deals with milestones, deadlines, owners, and status updates.

4|1|Updated Mar 25, 2026
Search Tags:#milestones#weekly-review#action-items#status-updates#investment-banking#deal-tracking#deal-pipeline
One-click install
npx skills add https://github.com/pynbj1001/alpha-sense --skill deal-tracker-pynbj1001
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Deal Tracker
Source: https://github.com/pynbj1001/alpha-sense/tree/main/.github/skills/fsp-investment-banking-deal-tracker
Command: npx skills add https://github.com/pynbj1001/alpha-sense --skill deal-tracker-pynbj1001

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Keeps a book of business organized by capturing deals, milestones, owners, and overdue items to surface upcoming actions and prevent missed deadlines.

Core Features & Use Cases

  • Deal setup & ownership: capture deal name, client, deal type, role, size, stage, and team.
  • Milestone tracking: monitor key dates and progress across the deal lifecycle.
  • Weekly reviews & exports: generate a pipeline view and summary reports for weekly deal reviews.

Quick Start

Add a new deal, set milestones, assign owners, and begin weekly reviews.

Frequently Asked Questions about Deal Tracker

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

FAQPage Schema
How do I track deal pipeline milestones and upcoming action items?▼

Track deal pipeline milestones by capturing deal names, clients, types, owners, and key dates to surface upcoming action items. The system monitors progress across the deal lifecycle to prevent missed deadlines and organize a unified book of business.

What is the best way to organize a live deal book for weekly reviews?▼

Organize a live deal book by setting up deals with specific milestones, deadlines, and assigned owners. You can then generate a pipeline view and summary exports specifically structured for weekly deal team reviews.

Can I use this for tracking sell-side and buy-side engagements together?▼

Yes, you can track sell-side, buy-side, financing, and restructuring engagements together. It supports a unified pipeline by capturing deal type, role, size, stage, and team members across various engagement types.

How do I surface overdue items and delays in an investment banking pipeline?▼

Surface overdue items and delays by monitoring key dates and progress across the deal lifecycle. The system identifies upcoming actions and missed deadlines to keep your investment banking pipeline organized and on schedule.

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