deal-flow-tracker

# 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 velocity metrics (time in stage, conversion rates) - Deal flow source attribution and ROI analysis - Partner productivity and coverage metrics - Historical pipeline trend analysis ## Usage ### Track New Deal ``` Input: Company information, source, initial assessment Process: Create deal reco...