deal-tracker

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".

Deal Tracker

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:

One-line status update
Key developments this week
Upcoming milestones (next 2 weeks)
Blockers or risks
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