Deal Tracker Skill for Claude
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".
Install
one command, takes just this skill from the repositorynpx skills add https://github.com/anthropics/financial-services --skill deal-trackerThe instruction itself
8 sections, as written by the authorDeal 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
Other skills for the same job
different authors, same section of the catalogue
Integration with protocols.io API for managing scientific protocols. This skill should be used when working with protocols.io to search, create, update, or publish protocols; manage protocol steps and materials; handle discussions and comments; organize workspaces; upload and manage files; or integrate protocols.io functionality into workflows. Applicable for protocol discovery, collaborative protocol development, experiment tracking, lab protocol management, and scientific documentation.
Analyzes job descriptions and generates tailored resumes that highlight relevant experience, skills, and achievements to maximize interview chances
Generate Excalidraw diagrams from natural language descriptions. Use when asked to "create a diagram", "make a flowchart", "visualize a process", "draw a system architecture", "create a mind map", or "generate an Excalidraw file". Supports flowcharts, relationship diagrams, mind maps, and system architecture diagrams. Outputs .excalidraw JSON files that can be opened directly in Excalidraw.
Build and distribute Expo development clients locally or via TestFlight
Use when you have a written implementation plan to execute in a separate session with review checkpoints
Data structure for annotated matrices in single-cell analysis. Use when working with .h5ad files or integrating with the scverse ecosystem. This is the data format skill—for analysis workflows use scanpy; for probabilistic models use scvi-tools; for population-scale queries use cellxgene-census.
Benchling R&D platform integration. Access registry (DNA, proteins), inventory, ELN entries, workflows via API, build Benchling Apps, query Data Warehouse, for lab data management automation.
Comprehensive molecular biology toolkit. Use for sequence manipulation, file parsing (FASTA/GenBank/PDB), phylogenetics, and programmatic NCBI/PubMed access (Bio.Entrez). Best for batch processing, custom bioinformatics pipelines, BLAST automation. For quick lookups use gget; for multi-service integration use bioservices.
How to use it
Take anthropics/deal-tracker from the repository into ~/.claude/skills for personal
use, or into .claude/skills inside a project.
The agent identifies a skill by the name field in its header. Two skills with the
same name cannot sit side by side — one of them will be ignored.