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What is Deal Tracking?

Deal tracking is the process of managing the status of live M&A transactions across an investment banking team’s pipeline. A typical senior banker (VP or MD) may be involved in 5-10 active deals simultaneously, each at a different stage — from early-stage pitching to active marketing to final bid negotiations. Without a structured tracking system, critical milestones get missed, action items fall through the cracks, and deals stall. A deal tracker maintains a pipeline view of all active engagements with 18 standard milestones per deal (from engagement letter through closing), a cross-deal action item list with owners and due dates, and weekly deal review summaries for team meetings. At most banks, the weekly deal review meeting (often Monday morning) is where the team reviews every active deal and identifies blockers.
Deal tracking is not just administrative — it is a risk management tool. A deal where milestones are slipping is a deal at risk. Early identification of delays gives the team time to intervene before the process loses momentum.

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Command Syntax

/deal-tracker

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What It Does

  • Sets up and maintains a pipeline view of all active deals
  • Tracks 18 standard milestones per deal (from engagement letter to close)
  • Maintains a cross-deal action item list with owners and due dates
  • Generates weekly deal review summaries for team meetings

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How to Customize

  • To add firm-specific milestone templates or deal categories, edit the deal-tracker skill file
  • To integrate with your firm’s CRM or deal management system, configure in .mcp.json