AI agent for investment bankers
Closing Checklist Tracker Agent
Close the deal with every document, signature and condition complete.
What it does
In the days before a deal closes, dozens of documents, signatures and conditions must come together, and gaps appear at the last moment. This agent builds the closing checklist from the agreement, tracks every document, signature page and condition, and chases the owner of each open item. It flags blockers by risk, for example a third-party consent that takes days, ahead of a form that takes minutes. In the last week it rechecks status every day and reorders the list. If an item stays open past its date, it escalates with a clear note. The banker approves any release of signature pages. The agent never releases them.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Agreement signed, closing date set
- Build the closing checklist from the agreement
- Assign owners and due dates
- Track documents and signatures in the deal room
- Rank open items by lead time and risk
- Draft reminders to owners with the specific need
- Banker approves releases of signature pagesThe agent waits here for your OK.
- Is each item complete by its due date?If not: escalate with a note on the effect on closing and propose a workaround. Back to step 5.
- Is every condition met on the day before closing?If not: list the blockers and recheck every few hours. Back to step 4.
- Closing set and a final status report
How it decides
It ranks open items by lead time and risk of delaying closing, and escalates those with little time left.
- Rank third-party consents and regulatory items first
- Escalate an item 3 days before its due date if still open
- Do not mark a signature complete until the executed page is received
- Report status to the banker every day in the last week
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Escalation lead time (default 3 days)
- Checklist template
- Update schedule
- People who receive status reports
What keeps you in control
It always asks you first
- Banker approves release of every signature page
- Banker approves any waiver of a condition
Hard limits
- Never releases signature pages
- Does not waive conditions
It stops when
- Done: all items complete and closing confirmed
- Stop: a condition fails and cannot be met by the closing date
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
