escrow-tracker

Tracks escrow releases, holdbacks, earnout milestones

509 stars

bya5c-ai

View on GitHub Installation ↓

Best use case

escrow-tracker is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

Tracks escrow releases, holdbacks, earnout milestones

Teams using escrow-tracker should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

You only need a quick one-off answer and do not need a reusable workflow.
You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/escrow-tracker/SKILL.md --create-dirs "https://raw.githubusercontent.com/a5c-ai/babysitter/main/library/specializations/domains/business/venture-capital/skills/escrow-tracker/SKILL.md"

Manual Installation

Download SKILL.md from GitHub
Place it in .claude/skills/escrow-tracker/SKILL.md inside your project
Restart your AI agent — it will auto-discover the skill

How escrow-tracker Compares

Feature / Agent	escrow-tracker	Standard Approach
Platform Support	Not specified	Limited / Varies
Context Awareness	High	Baseline
Installation Complexity	Unknown	N/A

Frequently Asked Questions

What does this skill do?

Tracks escrow releases, holdbacks, earnout milestones

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

SKILL.md Source

# 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