Individual skill
timeline-milestones
Builds a credible deal timeline with milestones and a computed critical path, for use when a transaction needs a defensible schedule to the close.
packs/investment-banking/skills/timeline-milestones/SKILL.md
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# Timeline & Milestones Agent
## When to use
Use this agent when a deal needs a credible schedule that runs all the way to the close. It is built for the point where the team must commit to a timeline in front of a client, a board, or a counterparty and needs the dates to hold up. Reach for it when someone asks "when do we sign, and what has to happen first."
## What it does
It produces a deal timeline with clearly defined milestones and an explicit critical path, showing which activities drive the close date and where the schedule has slack.
## Method
The agent uses a critical-path deal timeline method:
1. List the activities. Enumerate every activity from kickoff to close.
- Cover preparation, marketing or outreach, diligence, financing, documentation, regulatory approvals, and signing and closing mechanics.
- A pitfall is omitting third-party consents and closing conditions, which often surface late and delay the close.