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pipeline-status

Retrieve a tabular snapshot of active deal pipeline with owner, stage, age, last touch, and next steps.

Updated Apr 24, 2026
Search Tags:#pipeline#triage#portfolio-management#deals#diligence#family-office#ic-review
One-click install
npx skills add https://github.com/intelligent-alpha/plugins --skill pipeline-status-intelligent-alpha
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: pipeline-status
Source: https://github.com/intelligent-alpha/plugins/tree/main/intelligent-alpha/skills/pipeline-status
Command: npx skills add https://github.com/intelligent-alpha/plugins --skill pipeline-status-intelligent-alpha

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill provides a consolidated, up-to-date snapshot of the family's active deal pipeline, enabling rapid triage and prioritization for timely decisions.

Core Features & Use Cases

  • Live snapshot of active deals with owner, stage, age in stage, last touch, and next step.
  • Attention flags to surface stalled items, IC-review readiness, and overdue follow-ups.
  • Traceability by deriving numbers from deal files and diligence trails to support audit and planning.

Quick Start

Query the pipeline-status skill to display the current active deals, owners, and next actions.

Frequently Asked Questions about pipeline-status

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

FAQPage Schema
How do I triage a deal pipeline to see what needs attention this week?▼

To triage a deal pipeline, this skill retrieves a live snapshot of active deals, surfacing stalled items, overdue follow-ups, and IC-review readiness. It presents a deterministic tabular view with owner, stage, age, last touch, and next steps to prioritize timely decisions.

What is the best way to monitor active deals for a family office portfolio?▼

Monitoring active deals for a family office requires reading family rules, overlays, and deal files to generate a structured snapshot. This skill derives numbers from the deal ledger and diligence trails, providing traceability for audit and planning alongside attention flags for stalled items.

Can I use pipeline-status for periodic portfolio-wide status reviews?▼

Yes, pipeline-status is designed for periodic portfolio-wide status reviews and ad-hoc queries. It reads from diligence trails and the deal ledger to return a deterministic view of active deals, ensuring consistent reporting on owner, stage, age, and next steps.

How does the pipeline snapshot determine which deals are ready for IC review?▼

The pipeline snapshot determines IC-review readiness by applying family rules and overlays to the deal ledger and diligence trails. It surfaces attention flags specifically for stalled items and overdue follow-ups, ensuring only actionable deals requiring immediate prioritization are highlighted.

Do I need to manually update deal files to see an accurate pipeline age and last touch?▼

No, you do not need to manually update files for an accurate pipeline age and last touch. The skill reads existing deal files and diligence trails to automatically calculate the age in stage and last touch, returning a deterministic tabular view for rapid triage.

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