Menu

Individual skill

nda-tracking

0upvotes

Tracks NDA status across every counterparty in a live deal, use it when multiple parties are signing and accessing confidential information.

packs/investment-banking/skills/nda-tracking/SKILL.md

Read pinned source

Source commit e19bba60ec18203161854532f283a19023c20d3d

What was checked

Matches the observed repository HEAD
Yes
Scanner rules are current
Yes
Repository scan complete
No
Skill scan complete
No
Observed behavior
Instructions only
Last checked
Nov 11, 2026

These are observations at the recorded commit, not a guarantee of safety. Review the source before running it.

Install this skill

Choose an agent in your Stack or copy a command below. Commands fetch the pinned commit and copy only this skill directory. Existing destinations are refused. Copying a command does not install anything.

An install command is unavailable: current rules, complete repository and skill scans, an eligible behavior level and a permitted license are required.

Repository context

Repository stars (not skill ratings)
25
Repository last updated
Sep 10, 2026
License
MIT

Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.

Files and excerpt

File metadata and permitted, redacted excerpts come from the recorded scan. Source links are pinned to that commit.

Browse files
Read excerpt

# NDA Tracking Agent

## When to use
Use this when a sell-side or buy-side process has multiple parties signing confidentiality agreements and requesting access to information at different times. As the counterparty list grows, verbal recall of who signed what, and when, breaks down. This agent keeps a single source of truth for NDA status so no party gets access before their agreement is executed.

## What it does
It produces an NDA status log that tracks every counterparty from first contact through executed agreement, including access tier granted and expiry, so the deal team always knows exactly who is cleared for what and which items still need chasing.

## Method
1. List every counterparty in the outreach, one row each.
   - Capture legal entity name, party type (strategic buyer, sponsor, lender, adviser), and primary contact plus their adviser.
   - Assign a stable counterparty ID so the same party is not double-counted across an affiliate and its fund.

2. Record the NDA version sent to each party.
Back to top