deal-tracker
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ChineseDeal Tracker
交易跟踪器
Workflow
工作流程
Step 1: Deal Setup
步骤1：交易设置
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
针对每笔交易，记录以下信息：
- 交易名称/代号：项目[名称]
- 客户：卖方或买方名称
- 交易类型：卖方顾问、买方顾问、融资、重组
- 角色：主顾问、联合顾问、公平意见出具方
- 交易规模：预计企业价值
- 阶段：委托前 → 已签约 → 营销 → IOI → 尽职调查 → 最终投标 → 签约 → 完成
- 团队：分配的MD、VP、副经理、分析师
- 关键日期：签约日期、CIM分发日期、IOI截止日期、管理层会议日期、最终投标截止日期、目标完成日期
Step 2: Milestone Tracking
步骤2：里程碑跟踪
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
跟踪每笔交易的关键里程碑：
| 里程碑 | 目标日期 | 实际日期 | 状态 | 备注 |
|---|---|---|---|---|
| 签约函签署 | ||||
| CIM/Teaser起草 | ||||
| 买方名单获批 | ||||
| Teaser分发 | ||||
| NDA签署 | ||||
| CIM分发 | ||||
| IOI截止日期 | ||||
| IOI接收/审核 | ||||
| 入围名单选定 | ||||
| 管理层会议 | ||||
| 数据室开放 | ||||
| 最终投标截止日期 | ||||
| 投标接收/审核 | ||||
| 授予排他权 | ||||
| 确认性尽职调查 | ||||
| 收购协议签署 | ||||
| 监管审批 | ||||
| 交易完成 |
状态：正常推进 / 风险预警 / 延迟 / 已完成
Step 3: Action Items
步骤3：行动项
Maintain a running action item list across all deals:
| Action | Deal | Owner | Due Date | Priority | Status |
|---|---|---|---|---|---|
| P0/P1/P2 | Open/Done/Blocked |
维护所有交易的动态行动项列表：
| 行动 | 交易 | 负责人 | 截止日期 | 优先级 | 状态 |
|---|---|---|---|---|---|
| P0/P1/P2 | 待处理/已完成/受阻 |
Step 4: Weekly Deal Review
步骤4：每周交易回顾
Generate a summary for weekly team meetings:
For each active deal:
- One-line status update
- Key developments this week
- Upcoming milestones (next 2 weeks)
- Blockers or risks
- 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
为每周团队会议生成总结：
针对每笔活跃交易：
- 一行式状态更新
- 本周关键进展
- 即将到来的里程碑（未来2周）
- 阻碍或风险
- 下周行动项
流程总结：
- 各阶段的活跃交易总数
- 存在风险的交易（错过里程碑、流程停滞）
- 流程中的新委托/提案
- 本季度预计完成的交易
Step 5: Output
步骤5：输出成果
- 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
- Excel工作簿，包含：
- 流程概览（所有交易，每行一笔）
- 每笔交易的里程碑跟踪标签页
- 行动项总列表
- 每周回顾总结
- 可选：用于邮件/Slack分发的Markdown格式总结
Important Notes
重要提示
- 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
- 至少每周更新一次跟踪器——过时的跟踪器比没有更糟
- 标记里程碑滞后的交易——提前预警可避免意外
- 没有指定负责人和截止日期的行动项难以落实——请明确信息
- 流程视图应显示交易阶段、规模和完成可能性——有助于收入预测
- 记录买方/投资者反馈——反馈中的规律可指导策略调整
- 将已完成/终止的交易单独归档——保持活跃视图整洁