An investment banking workflow for tracking M&A deal pipelines. It covers five steps: deal setup (name, client, type, role, size, stage, team, key dates), milestone tracking (18 milestones from engagement to close with status), action items (running list with owner, due date, priority), weekly deal review (per-deal status and pipeline summary), and producing an Excel workbook with pipeline overview, milestone tracker tabs, action item list, and weekly review summary.
Snapshot quality
61/100
Risk
Medium
Audit
Needs review
Assessment time
2026-07-29 07:31 UTC
The copied prompt tells your agent to scan the complete current directory before installing it.
Current upstream content may differ from the assessed snapshot. The source link opens the current Skill path, not a pinned revision.
Discovery
Search metadata is limited to this summary, the controlled finance taxonomy, and relation labels. Detailed upstream instructions are not part of the Search Index.
Trust
This is a content snapshot assessment. It does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not provide enough evidence for a Yes or No conclusion.
GitHub reports the repository license as Apache License 2.0.
FilesystemRead
NoNo filesystem read access is required. The workflow operates on user-provided deal information.
FilesystemWrite
YesThe workflow outputs an Excel workbook with pipeline overview, per-deal milestone tracker tabs, action item master list, and weekly review summary, plus an optional Markdown summary.
NetworkAccess
NoNo network access is required or referenced. The workflow relies on user-provided deal information.
ShellExecution
NoNo shell commands or scripts are included or referenced in the captured directory.
CodeExecution
NoNo code files or code execution instructions are present in the captured directory.
ExternalCredentials
NoNo external credentials or paid data sources are referenced.
User-provided deal information
User provides deal setup information and ongoing milestone updates.
Snapshot assessment
61/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.
Medium risk. Needs review.
Skill structure
80/100Instruction clarity
100/100Dependency transparency
15/100Permission transparency
50/100Safety guardrails
40/100Finance task fit
100/100Medium
No requirements.txt or equivalent manifest is included in the captured directory.
Low
The workflow tracks M&A deal pipelines but includes no explicit investment advice disclaimer.
Content
Skill
Repository
topic
P0 relation label. No public page yet.
agent
P0 relation label. No public page yet.
collection
P0 relation label. No public page yet.
guide
P0 relation label. No public page yet.
Registry
The public record includes the page-safe snapshot, evidence, assessment, taxonomy, and relations. Internal revision fields stay outside the public projection.
