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
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Input: Deal, meeting date, votes Process: Record votes, tally results Output: Vote record, decision outcome
Track Conditions
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Input: Conditional approval, conditions Process: Set up condition tracking Output: Condition checklist, deadlines
Monitor Follow-Ups
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Input: Action items, assignments Process: Track completion progress Output: Follow-up status report
Generate IC Report
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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
- •Record votes promptly after IC meetings
- •Document conditions clearly and specifically
- •Assign clear ownership for follow-ups
- •Set realistic deadlines
- •Escalate missed deadlines appropriately