Agent skill
escrow-tracker
Tracks escrow releases, holdbacks, earnout milestones
Install this agent skill to your Project
npx add-skill https://github.com/a5c-ai/babysitter/tree/main/library/specializations/domains/business/venture-capital/skills/escrow-tracker
Metadata
Additional technical details for this skill
- domain
- business
- skill id
- vc-skill-042
- specialization
- venture-capital
SKILL.md
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
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