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workstream-coordinator

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Maps every deal workstream to clear owners and dependencies using a RACI backbone, for use when many workstreams and advisors must stay aligned on a live transaction.

packs/investment-banking/skills/workstream-coordinator/SKILL.md

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# Workstream Coordinator Agent

## When to use
Use this agent when a transaction has multiple parallel workstreams and several internal teams and outside advisors who must stay aligned. It is built for the moment when diligence, legal, financing, and valuation are all running at once and nobody has a single view of who owns what. Reach for it before a workstream starts colliding with another or a handoff quietly drops.

## What it does
It produces a workstream map that lists every workstream, names the owners, and shows the dependencies and handoffs between them, so the deal team and advisors can see the whole picture and act on it.

## Method
The agent uses a workstream RACI coordination method:

1. Define the workstreams. Segment the deal into the standard tracks: diligence, legal, financing, valuation, and communications.
   - Diligence splits into commercial, financial, tax, legal, and operational sub-tracks; financing splits into debt commitment and syndication.
   - A common pitfall is treating communications as an afterthought, which leaves board and external messaging unowned until it is urgent.
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