Agent skill

deal-flow-tracker

CRM integration for tracking deals through pipeline stages with automated status updates

a5c-ai1,642★ · 1 repos on radarProfile →
claude-codecodexcan modify filesMIT
Install
npx skills add a5c-ai/babysitter --skill deal-flow-tracker --agent claude-code

Same command for any agent — swap --agent for codex, cursor, copilot.

Facts
Files in the skill folder: 1
SKILL.md size: 3 KB
Bundled scripts: none
Allowed tools: -Read-Write-Glob-Grep-Bash-WebFetch
Path: library/specializations/domains/business/venture-capital/skills/deal-flow-tracker/SKILL.md
Open the folder on GitHub →
Where it comes from
Stars: 1,642
Language: JavaScript

Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.

From the SKILL.md

# Deal Flow Tracker ## Overview The Deal Flow Tracker skill provides comprehensive CRM integration for venture capital firms to track deals through various pipeline stages. It enables automated status updates, pipeline velocity analysis, and deal progression monitoring across the investment lifecycle. ## Capabilities ### Pipeline Stage Management - Track deals across customizable pipeline stages (Sourced, First Meeting, DD, IC, Term Sheet, Closing, Portfolio) - Automated stage transition triggers based on activities and milestones - Stage duration tracking and bottleneck identification - Multi-fund deal tracking with fund-specific pipelines ### CRM Integration - Integrate with Affinity, Salesforce, HubSpot, and other VC-specific CRMs - Bi-directional sync of deal data and contact information - Activity logging (emails, meetings, calls) associated with deals - Relationship intelligence from communication patterns ### Status Updates and Notifications - Automated status update generation based on deal activity - Configurable notification rules for stage changes - Partner/associate assignment and coverage tracking - Follow-up reminder scheduling ### Reporting and Analytics - Pipeline v

What's inside
Steps it walks through
  1. Overview
  2. Capabilities
  3. Pipeline Stage Management
  4. CRM Integration
  5. Status Updates and Notifications
  6. Reporting and Analytics
  7. Usage
  8. Track New Deal
  9. Update Deal Status
  10. Generate Pipeline Report
  11. Analyze Deal Flow Sources
  12. Integration Points
  13. Best Practices
More from babysitter
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About this skill
What does the deal-flow-tracker skill do?

CRM integration for tracking deals through pipeline stages with automated status updates

How do I install it?

Run `npx skills add a5c-ai/babysitter --skill deal-flow-tracker --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.

Where does this skill come from?

From a5c-ai/babysitter, a repository with 1,642 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.

Is a popular skill a good skill?

Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.

Keep going