deal-tracker

Anthropic ｜金融與投資｜原文｜ Apache-2.0

追蹤多筆進行中交易的里程碑、期限和待辦事項

中文翻譯

---
name: deal-tracker
description: 追蹤多個進行中的交易，包括里程碑、期限、待辦事項和狀態更新。維護交易管線視圖，並標出即將到期和逾期的項目。在管理業務組合、追蹤流程里程碑、或準備每週交易檢討會時使用。觸發詞包括「deal tracker」、「deal status」、「where are we on」、「process update」、「deal pipeline」、「weekly deal review」。
---

# Deal Tracker

## 工作流程

### 步驟 1：交易設定

每筆交易都要記錄：
- **交易名稱／代號**：Project [Name]
- **客戶**：賣方或買方名稱
- **交易類型**：賣方、買方、融資、重組
- **角色**：主辦顧問、共同顧問、公平意見書
- **交易規模**：預期企業價值
- **階段**：Pre-mandate → Engaged → Marketing → IOI → Diligence → Final bids → Signing → Close
- **團隊**：指派的 MD、VP、Associate、Analyst
- **關鍵日期**：委任日、CIM 發送日、IOI 截止日、管理層會議、最終報價截止日、目標交割日

### 步驟 2：里程碑追蹤

每筆交易追蹤關鍵里程碑：

| 里程碑 | 目標日期 | 實際日期 | 狀態 | 備註 |
|-----------|------------|-------------|--------|-------|
| 委任書簽署 | | | | |
| CIM / teaser 草擬 | | | | |
| 買家名單核准 | | | | |
| Teaser 發送 | | | | |
| NDA 簽署 | | | | |
| CIM 發送 | | | | |
| IOI 截止 | | | | |
| IOI 收件／審閱 | | | | |
| 選出短名單 | | | | |
| 管理層會議 | | | | |
| Data room 開放 | | | | |
| 最終報價截止 | | | | |
| 報價收件／審閱 | | | | |
| 給予排他期 | | | | |
| 確認性盡調 | | | | |
| 買賣協議簽署 | | | | |
| 監理核准 | | | | |
| 交割 | | | | |

狀態：On Track / At Risk / Delayed / Complete

### 步驟 3：待辦事項

維護一份跨所有交易的待辦事項清單，持續更新：

| 待辦 | 交易 | 負責人 | 到期日 | 優先級 | 狀態 |
|--------|------|-------|----------|----------|--------|
| | | | | P0/P1/P2 | Open/Done/Blocked |

### 步驟 4：每週交易檢討

為每週團隊會議產生摘要：

**每筆進行中的交易：**
1. 一行狀態更新
2. 本週重要進展
3. 即將到來的里程碑（未來 2 週）
4. 阻礙或風險
5. 下週的待辦事項

**管線摘要：**
- 各階段進行中的交易總數
- 有風險的交易（錯過里程碑、流程停滯）
- 管線中的新委任／提案
- 本季預期交割

### 步驟 5：輸出

- Excel 活頁簿，包含：
  - 管線總覽（所有交易，每筆一列）
  - 每筆交易一個里程碑追蹤分頁
  - 待辦事項總清單
  - 每週檢討摘要
- 選用：給 email／Slack 發送的 Markdown 摘要

## 重要注意事項

- 至少每週更新一次 tracker，過期的 tracker 比沒有還糟
- 標出里程碑正在延誤的交易，提早預警才不會出意外
- 沒有負責人和到期日的待辦事項不會有人做，所以要寫具體
- 管線視圖應該顯示交易階段、規模和成交機率，對營收預測很有用
- 記錄買家／投資人的回饋，回饋中的規律可以用來調整策略
- 已完成／已告吹的交易另外歸檔，讓進行中的視圖保持乾淨

英文原文

---
name: 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".
---

# 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:**
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