Agent skill

escrow-tracker

Tracks escrow releases, holdbacks, earnout milestones

Stars 514
Forks 31

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

  1. Track all deferred consideration carefully
  2. Monitor claims and dispute processes
  3. Maintain relationships with escrow agents
  4. Project releases for fund planning
  5. Document all releases and allocations

Expand your agent's capabilities with these related and highly-rated skills.

a5c-ai/babysitter

gsd-tools

Central utility skill for GSD operations. Provides config parsing, slug generation, timestamps, path operations, and orchestrates calls to other specialized skills. Acts as the unified entry point that the original gsd-tools.cjs provided via its lib/ modules (commands, config, core, init).

514 31
Explore
a5c-ai/babysitter

model-profile-resolution

Resolve model profile (quality/balanced/budget) at orchestration start and map agents to specific models. Enables cost/quality tradeoffs by selecting appropriate AI models for each agent role.

514 31
Explore
a5c-ai/babysitter

verification-suite

Plan structure validation, phase completeness checks, reference integrity verification, and artifact existence confirmation. Provides the structured verification layer ensuring GSD artifacts are well-formed and complete.

514 31
Explore
a5c-ai/babysitter

state-management

STATE.md reading, writing, and field-level updates. Provides cross-session state persistence via .planning/STATE.md with structured fields for current task, completed phases, blockers, decisions, and quick tasks.

514 31
Explore
a5c-ai/babysitter

git-integration

Git commit patterns, formats, and conventions for GSD methodology. Provides atomic commits per task, structured commit messages, planning file commits, branch management, and milestone tag operations.

514 31
Explore
a5c-ai/babysitter

frontmatter-parsing

YAML frontmatter parsing and manipulation for .planning/ documents. Provides read, write, update, query, and validation operations on frontmatter blocks in GSD markdown artifacts.

514 31
Explore

Didn't find tool you were looking for?

Be as detailed as possible for better results