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

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

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