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deal-team-summary

Turn due diligence findings, collected during a deal review, into briefings for executives, deal leads, or working teams. Highlight material issues, changes since the previous update, review progress, and decisions needed at the level each audience requires.

中文简介正在准备中。当前显示英语简介。

原文查看原文说明

Aggregate diligence findings into a deal team briefing at the right altitude for the audience — exec summary for leadership, working summary for the team. Use when user says "brief the deal team", "what's the state of diligence", "summarize findings for [audience]", "deal update", or on the briefing cadence.

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适用场景

  • Prepare an executive briefing on a deal
  • Summarize open issues for the deal lead
  • Share detailed findings with the working team
  • Report changes since the previous briefing

包含的文件(1)

  • SKILL.md5.0 KB

SKILL.md(原文)

安装前可以查看交给 AI 代理的指令内容。

Deal Team Summary

Matter context

Matter context. Check ## Matter workspaces in the practice-level CLAUDE.md. If Enabled is ✗ (the default for in-house users), skip the rest of this paragraph — skills use practice-level context and the matter machinery is invisible. If enabled and there is no active matter, ask: "Which matter is this for? Run /corporate-legal:matter-workspace switch <slug> or say practice-level." Load the active matter's matter.md for matter-specific context and overrides. Write outputs to the matter folder at ~/.claude/plugins/config/claude-for-legal/corporate-legal/matters/<matter-slug>/. Never read another matter's files unless Cross-matter context is on.


Purpose

The deal lead doesn't read 200 findings. They read: what's material, what changed since last brief, what needs a decision. This skill compresses the diligence output to the right level for the reader.

Load context

  • ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md → Deal team briefing (cadence, format, what the business reads)
  • ~/.claude/plugins/config/claude-for-legal/corporate-legal/deals/[code]/deal-context.md → deal lead, timeline
  • Current findings from diligence-issue-extraction output

Audience tiers

Per ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md — what the business reads vs. what's for the file. Default tiers:

AudienceGetsDoesn't get
Board / exec sponsorTop 3-5 material issues, price/structure impact, decision itemsCategory detail, green findings, process
Deal leadAll reds, all yellows, progress, decision items, next stepsGreen finding detail
Working teamEverything — full findings, status by category, gapsNothing withheld

Ask which tier if not obvious.

The summary

Exec tier

[WORK-PRODUCT HEADER — per plugin config ## Outputs — differs by role; see `## Who's using this`]

> This brief aggregates privileged diligence findings and inherits the sources' privilege and confidentiality status. Distribution beyond the privilege circle (including to broader business teams) can waive privilege — confirm the distribution list matches the privilege circle before sending.

# [Deal code] — Diligence Brief — [date]

**Status:** [On track / Issues identified / Material findings]
**Coverage:** [X]% of VDR reviewed

## Material findings

[3-5 max. One paragraph each. What it is, why it matters to the deal, what
we're doing about it.]

## Decisions needed

- [ ] [Specific decision — price adjustment, indemnity ask, walk-away trigger]
  — [who decides] — [by when]

## Since last brief

[What changed. New findings, findings resolved, coverage progress.]

Deal lead tier

Same as above plus:

## All open issues by category

### 🔴 Red
[Finding title + one-line — link to full finding for detail]

### 🟡 Yellow
[same]

## Progress

| Category | Docs reviewed | Coverage | Reds | Yellows | Status |
|---|---|---|---|---|---|
| [name] | [N/M] | [%] | [N] | [N] | [Complete / In progress / Blocked] |

## Gaps and follow-ups

- [Supplemental request items outstanding]
- [Questions to management]

## Next 72 hours

[What's getting reviewed, what briefings are scheduled]

Working team tier

Full finding detail. Same structure as above but every finding gets its full house-format block, not a one-liner.

Deltas

If this is a recurring brief (per ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md cadence), lead with what changed:

  • New findings since last brief
  • Findings upgraded/downgraded in severity
  • Findings resolved (consent obtained, issue clarified away)
  • Coverage movement

Deal leads care more about movement than state. "Still 12 yellows" is less useful than "2 new yellows, 3 resolved."

Handoffs

  • From diligence-issue-extraction: This skill reads the accumulated findings.
  • To closing-checklist: Any "decision needed" items that resolve into closing conditions go on the checklist.

Close with the next-steps decision tree

End with the next-steps decision tree per CLAUDE.md ## Outputs. Customize the options to what this skill just produced — the five default branches (draft the X, escalate, get more facts, watch and wait, something else) are a starting point, not a lock-in. The tree is the output; the lawyer picks.

What this skill does not do

  • It doesn't make the materiality call — it reports the calls that were made at extraction time.
  • It doesn't decide what the deal team does about a finding — it surfaces the decision.
  • It doesn't distribute the brief — drafts it, human sends.

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