All skills
Monitoring & Tracking
Deal Tracker
List
Drafting
Tracks your live deals with milestones, deadlines and action items, and surfaces upcoming deadlines and overdue items.
What you get
A ranked, sourced list (Excel plus a written brief) your team can act on immediately.
How it works
- Add your sources — data room, financials, filings, or notes.
- Ask for a deal tracker in plain English.
- Get a client-ready list, cited back to your data.
Try a prompt like
“Using the sources in this project, create a deal tracker for Project Falcon.”
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Portfolio Monitoring
Tracks portfolio company performance against plan: pulls KPIs from monthly and quarterly financial packages, flags budget variances and produces summary dashboards.
Put this skill to work
Start a free pilot and turn your data into client-ready deliverables in minutes.