Deal Tracker Workflow Step 1: Deal Setup For each deal, capture: - Deal name / code name : Project [Name] - Client : Seller or buyer name - Deal type : Sell-side, buy-side, financing, restructuring - Role : Lead advisor, co-advisor, fairness opinion - Deal size : Expected enterprise value - Stage : Pre-mandate → Engaged → Marketing → IOI → Diligence → Final bids → Signing → Close - Team : MD, VP, Associate, Analyst assigned - Key dates : Engagement date, CIM distribution, IOI deadline, management meetings, final bid deadline, target close Step 2: Milestone Tracking Track key milestones per de…