Deal Tracker

What the Agent Produces

Eight structured sections built only from the deals, dates, values and people you provide — with every missing data point flagged as [To be provided].

Executive Summary One line for the team meeting — active deals by stage, deals at risk, expected closings in the quarter.

Pipeline Overview One row per deal: client, type, role, stage, size in local currency, status, next milestone, owner.

Deal Status Per-deal status line, key developments, upcoming milestones, blockers and next actions.

Milestones & Deadlines Engagement to close — IOI and final-bid deadlines, management meetings, regulatory steps — overdue items first.

Action Items Master list across all deals with owner, due date, P0/P1/P2 priority and Open/Done/Blocked status.

Risks & Blockers Slipping milestones, stalled processes and open issues — only what your notes actually show.

This Week's Priorities The time-critical items across the book, ordered for Monday morning.

Data Gaps What the input did not provide and what the team must fill in before the next review.

Paste your deal list and this week's status notes. The agent organises them into a pipeline table by stage, per-deal status with owners and next actions, a milestone and deadline tracker, an action-item list, risks and blockers, and this week's priorities — ready for the weekly deal review.

Draft for review by the deal team and qualified professionals. Not investment advice. Do not paste material non-public information — use code names and only what your information barriers allow. Nothing is invented: missing data is marked [To be provided].

Deal list / pipeline dump *

Status notes / recent developments

Team / desk

As-of date

Reporting currency

Output language

How It Works

The Deal Tracker is ibizai's implementation of the Anthropic Claude for Financial Services investment banking agent, adapted for mid-market M&A and corporate finance teams in Latin American and Iberian markets. Amounts stay in the currency you give (MXN, COP, BRL, CLP, PEN, DOP, EUR, USD); regulatory steps such as merger-control or foreign-investment notices are tracked generically as milestones, never with invented regulator claims. Output in English, Spanish, and French.

You bring your own data: a deal list, a pipeline dump, this week's status notes. The agent uses Gemini 2.5 Flash at temperature 0.2 to organise it into the eight sections above — pipeline table, milestone tracker, action list and weekly review summary. It never adds a deal, a counterparty, a value or a date that is not in your input; where something is missing it writes [To be provided] so the team knows exactly what to fill in.

Important: All output is a draft for review by the deal team and qualified professionals. Do not paste material non-public information into this tool — use code names and only what your own information barriers allow. Nothing produced here constitutes investment, legal, tax, or compliance advice.

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