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: