nda-trackinglisted

# NDA Tracking Agent ## When to use Use this when a sell-side or buy-side process has multiple parties signing confidentiality agreements and requesting access to information at different times. As the counterparty list grows, verbal recall of who signed what, and when, breaks down. This agent keeps a single source of truth for NDA status so no party gets access before their agreement is executed. ## What it does It produces an NDA status log that tracks every counterparty from first contact through executed agreement, including access tier granted and expiry, so the deal team always knows exactly who is cleared for what and which items still need chasing. ## Method 1. List every counterparty in the outreach, one row each. - Capture legal entity name, party type (strategic buyer, sponsor, lender, adviser), and primary contact plus their adviser. - Assign a stable counterparty ID so the same party is not double-counted across an affiliate and its fund. 2. Record the NDA version sent to each party. - Track whether it is the standard form or a marked-up variant, with a version number so redline rounds do not get confused. - Note who holds the pen on the current draft (company counsel or counterparty counsel). 3. Log the key dates per party: sent, returned with comments, countersigned, and full execution. - Flag any party stuck between sent and returned beyond your target turnaround (commonly three to five business days). - Common pitfall: a party is verbal