> ## Documentation Index
> Fetch the complete documentation index at: https://financecontext.com/llms.txt
> Use this file to discover all available pages before exploring further.

# /deal-tracker

> Track and review the live deal pipeline with milestones, action items, and weekly deal review summaries

## 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.

<Note>
  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.
</Note>

## Command Syntax

```bash theme={null}
/deal-tracker
```

## 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

## 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`

## Related

* [deal-tracker skill](/en/investment-banking/skills/deal-tracker) -- the skill loaded by this command with full milestone templates and pipeline management workflow
* [/process-letter command](/en/investment-banking/commands/process-letter) -- draft process correspondence at each milestone