vote-tracker
Tracks IC voting, approvals, conditions, follow-up items
What this skill does
# Vote Tracker ## Overview The Vote Tracker skill manages Investment Committee voting processes, tracking approvals, conditions, and follow-up items. It ensures proper documentation of IC decisions and completion of required follow-up actions. ## Capabilities ### Vote Recording - Record IC votes by partner - Track approval, conditional approval, rejection - Document abstentions and recusals - Maintain voting history ### Condition Tracking - Track conditions attached to approvals - Monitor condition satisfaction - Flag overdue condition items - Document condition waivers ### Follow-Up Management - Track IC-requested follow-up items - Assign ownership and deadlines - Monitor completion status - Escalate overdue items ### Decision Documentation - Document IC meeting minutes - Record discussion points - Capture key concerns raised - Maintain decision audit trail ## Usage ### Record IC Vote ``` Input: Deal, meeting date, votes Process: Record votes, tally results Output: Vote record, decision outcome ``` ### Track Conditions ``` Input: Conditional approval, conditions Process: Set up condition tracking Output: Condition checklist, deadlines ``` ### Monitor Follow-Ups ``` Input: Action items, assignments Process: Track completion progress Output: Follow-up status report ``` ### Generate IC Report ``` Input: Reporting period Process: Compile IC activity Output: IC activity summary report ``` ## Vote Categories | Vote Type | Description | |-----------|-------------| | Approve | Full approval to proceed | | Conditional | Approval with conditions | | Request More Info | Hold pending additional work | | Decline | Decision not to invest | | Recuse | Partner conflict/recusal | ## Integration Points - **Investment Committee Process**: Core voting skill - **IC Memo Generator**: Link to memo decisions - **IC Presenter (Agent)**: Support IC coordination - **Deal Flow Tracker**: Update deal status ## Condition Types | Condition | Example | |-----------|---------| | Additional DD | Complete customer references | | Term Negotiation | Achieve board seat | | Price Condition | Not above $X valuation | | Syndicate | Secure lead co-investor | | Legal | Clear IP assignment | ## Best Practices 1. Record votes promptly after IC meetings 2. Document conditions clearly and specifically 3. Assign clear ownership for follow-ups 4. Set realistic deadlines 5. Escalate missed deadlines appropriately
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