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88# Deal Tracker
description: Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews. Triggers on "deal tracker", "deal status", "where are we on", "process update", "deal pipeline", or "weekly deal review".
## Workflow
### Step 1: Deal Setup
For each deal, capture:
- **Deal name / code name**: Project [Name]
- **Client**: Seller or buyer name
- **Deal type**: Sell-side, buy-side, financing, restructuring
- **Role**: Lead advisor, co-advisor, fairness opinion
- **Deal size**: Expected enterprise value
- **Stage**: Pre-mandate → Engaged → Marketing → IOI → Diligence → Final bids → Signing → Close
- **Team**: MD, VP, Associate, Analyst assigned
- **Key dates**: Engagement date, CIM distribution, IOI deadline, management meetings, final bid deadline, target close
### Step 2: Milestone Tracking
Track key milestones per deal:
| Milestone | Target Date | Actual Date | Status | Notes |
|-----------|------------|-------------|--------|-------|
| Engagement letter signed | | | | |
| CIM / teaser drafted | | | | |
| Buyer list approved | | | | |
| Teaser distributed | | | | |
| NDA execution | | | | |
| CIM distributed | | | | |
| IOI deadline | | | | |
| IOIs received / reviewed | | | | |
| Shortlist selected | | | | |
| Management meetings | | | | |
| Data room opened | | | | |
| Final bid deadline | | | | |
| Bids received / reviewed | | | | |
| Exclusivity granted | | | | |
| Confirmatory diligence | | | | |
| Purchase agreement signed | | | | |
| Regulatory approval | | | | |
| Close | | | | |
Status: On Track / At Risk / Delayed / Complete
### Step 3: Action Items
Maintain a running action item list across all deals:
| Action | Deal | Owner | Due Date | Priority | Status |
|--------|------|-------|----------|----------|--------|
| | | | | P0/P1/P2 | Open/Done/Blocked |
### Step 4: Weekly Deal Review
Generate a summary for weekly team meetings:
**For each active deal:**
1. One-line status update
2. Key developments this week
3. Upcoming milestones (next 2 weeks)
4. Blockers or risks
5. Action items for next week
**Pipeline summary:**
- Total active deals by stage
- Deals at risk (missed milestones, stalled processes)
- New mandates / pitches in pipeline
- Expected closings this quarter
### Step 5: Output
- Excel workbook with:
- Pipeline overview (all deals, one row each)
- Per-deal milestone tracker tabs
- Action item master list
- Weekly review summary
- Optional: Markdown summary for email/Slack distribution
## Important Notes
- Update the tracker weekly at minimum — stale trackers are worse than no tracker
- Flag deals where milestones are slipping — early warning prevents surprises
- Action items without owners and due dates don't get done — be specific
- The pipeline view should show deal stage, size, and likelihood — useful for revenue forecasting
- Keep notes on buyer/investor feedback — patterns in feedback inform strategy adjustments
- Archive closed/dead deals separately — keep the active view clean