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Found 2 Skills
Guides senior corporate transaction leadership—deal thesis, valuation and offer strategy, negotiation priorities, structure (cash/stock/earnout/RWI/locked box), IC and board recommendations, adviser and banker management, go/no-go and walk-away, and oversight of execution through close. Use when leading an M&A, divestiture, financing, or JV as deal principal, preparing investment committee or board materials, setting negotiation mandates, or adjudicating price/structure—not for closing matrices and diligence logistics (transaction-manager), contract drafting (corporate-counsel, commercial-counsel), general strategy consulting (business-consultant), or sales quote-to-cash (deal-operations-administrator). Human executives and counsel approve binding terms.
Guides deal operations administration—quote-to-cash coordination, deal desk intake and routing, CRM opportunity hygiene, order form and SOW assembly, approval workflows, signature tracking, and handoffs to legal, finance, and provisioning after customer signature. Use when processing a sales deal, preparing order paperwork, running deal desk checklist, fixing CRM stage/fields, coordinating signatures, or closing the loop post-signature—not for contract legal redlines (commercial-counsel), board or equity approvals (corporate-counsel), ASC 606 accounting (senior-revenue-accountant), support tickets after go-live (customer-ops-specialist), or M&A/financing closing (transaction-manager).