Escrow Tracker

Overview

The Escrow Tracker skill manages post-closing escrow releases, holdbacks, and earnout milestones from M&A exits. It ensures proper tracking and timely collection of deferred consideration from portfolio company exits.

Capabilities

Escrow Management

Track escrow amounts and terms
Monitor release schedules
Track claims and deductions
Manage escrow agent communications

Holdback Tracking

Track indemnity holdbacks
Monitor release conditions
Track claims against holdbacks
Calculate expected releases

Earnout Monitoring

Track earnout milestone definitions
Monitor milestone achievement
Calculate earnout payments
Manage earnout disputes

Release Processing

Process escrow releases
Allocate releases to partners
Track partial releases
Document release history

Usage

Set Up Escrow Tracking

Input: Exit terms, escrow provisions
Process: Create escrow tracking record
Output: Escrow tracking setup

Monitor Release Schedule

Input: Escrow portfolio
Process: Track upcoming releases
Output: Release schedule report

Track Milestone Progress

Input: Earnout milestones, company data
Process: Assess milestone status
Output: Milestone tracking report

Process Release

Input: Release notification
Process: Verify, allocate, distribute
Output: Release processing record

Escrow Types

| Type | Typical Terms | |------|---------------| | General Indemnity | 12-24 months, 10-20% of deal | | Special Indemnity | Tied to specific risks | | Working Capital | 60-90 days adjustment | | Earnout | 1-3 years, milestone-based | | Tax Indemnity | Statute of limitations |

Integration Points

Distribution Waterfall Calculation: Release distributions
Waterfall Calculator: Allocation calculations
Distribution Manager (Agent): Support distributions
Fund Accountant (Agent): Accounting integration

Tracking Elements

| Element | Details | |---------|---------| | Principal Amount | Original escrow/holdback | | Release Schedule | Timing of releases | | Claims | Amounts claimed against | | Net Releases | Expected net amounts | | Earnout Triggers | Milestone definitions |

Best Practices

Track all deferred consideration carefully
Monitor claims and dispute processes
Maintain relationships with escrow agents
Project releases for fund planning
Document all releases and allocations

escrow-tracker

Como adicionar

Cole no README do seu repo

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