Escrow Tracker

Overview

The Escrow Tracker skill manages post-closing escrow releases, holdbacks, and earnout milestones from M&A exits. It ensures proper tracking and timely collection of deferred consideration from portfolio company exits.

Capabilities

Escrow Management

• Track escrow amounts and terms
• Monitor release schedules
• Track claims and deductions
• Manage escrow agent communications

Holdback Tracking

• Track indemnity holdbacks
• Monitor release conditions
• Track claims against holdbacks
• Calculate expected releases

Earnout Monitoring

• Track earnout milestone definitions
• Monitor milestone achievement
• Calculate earnout payments
• Manage earnout disputes

Release Processing

• Process escrow releases
• Allocate releases to partners
• Track partial releases
• Document release history

Usage

Set Up Escrow Tracking

Input: Exit terms, escrow provisions
Process: Create escrow tracking record
Output: Escrow tracking setup

Monitor Release Schedule

Input: Escrow portfolio
Process: Track upcoming releases
Output: Release schedule report

Track Milestone Progress

Input: Earnout milestones, company data
Process: Assess milestone status
Output: Milestone tracking report

Process Release

Input: Release notification
Process: Verify, allocate, distribute
Output: Release processing record

Escrow Types

Integration Points

• Distribution Waterfall Calculation: Release distributions
• Waterfall Calculator: Allocation calculations
• Distribution Manager (Agent): Support distributions
• Fund Accountant (Agent): Accounting integration

Tracking Elements

Best Practices

1. Track all deferred consideration carefully
2. Monitor claims and dispute processes
3. Maintain relationships with escrow agents
4. Project releases for fund planning
5. Document all releases and allocations