deal-tracker

deal-tracker is a skill for Claude Code, Codex from leecyno1/boutique-skills. It costs 84 tokens per session (778 once invoked), scanned A, a copy of deal-tracker, MIT.

A tool for tracking several active business deals through stages, milestones, deadlines, tasks, and status updates. A deal pipeline is a view of where each transaction currently stands.

In plain words
What is it for?
Use it to manage sell-side and buy-side transactions, financing, restructuring, diligence, bids, meetings, and closing activities.
Why use it?
It keeps important dates and unfinished actions visible across multiple deals and highlights overdue work.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to manage sell-side and buy-side transactions, financing, restructuring, diligence, bids, meetings, and closing activities.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/leecyno1/boutique-skills/anthropic-fs-investment-banking-deal-tracker
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add leecyno1/boutique-skills --skill anthropic-fs-investment-banking-deal-tracker
Clone the repo
git clone --depth 1 https://github.com/leecyno1/boutique-skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for deal-tracker

README.md
[![agentmods](https://agentmods.dev/badge/skills/leecyno1/boutique-skills/anthropic-fs-investment-banking-deal-tracker/github.svg)](https://agentmods.dev/skills/leecyno1/boutique-skills/anthropic-fs-investment-banking-deal-tracker)
Your own site
<a href="https://agentmods.dev/skills/leecyno1/boutique-skills/anthropic-fs-investment-banking-deal-tracker"><img src="https://agentmods.dev/badge/skills/leecyno1/boutique-skills/anthropic-fs-investment-banking-deal-tracker/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for deal-tracker

Your own site · 80×15
<a href="https://agentmods.dev/skills/leecyno1/boutique-skills/anthropic-fs-investment-banking-deal-tracker"><img src="https://agentmods.dev/badge/skills/leecyno1/boutique-skills/anthropic-fs-investment-banking-deal-tracker.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 84 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 778 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 100% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00084 $0.00778
Opus 5 $0.00042 $0.00389
Sonnet 5 $0.00017 $0.00156
Haiku 4.5 $0.00008 $0.00078

Measured 9d ago against content hash 04538ceb2112, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

deal-tracker scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

100% identical to deal-tracker — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

skills/default/anthropic-fs-investment-banking-deal-tracker/SKILL.md · 91 lines

How it starts

The opening of the file, as written. The whole thing — 91 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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

Read the full file on GitHub · 91 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 91 lines · 84 tokens per session scan A 04538ceb2112

Subscribe to this mod's changes

deal-tracker is a skill published in the GitHub repository leecyno1/boutique-skills (5 stars, last pushed today), licensed MIT. It adds 84 tokens to every session and 778 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. It is 100% identical to deal-tracker, differing in 0 lines, and is treated as a copy.

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