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Investment Banking · /process-letter

Process Letter

Draft process letters and bid instructions for sell-side M&A processes. Covers initial indication of interest (IOI) instructions, final bid procedures, and management meeting logistics.

◆ Output

What it produces

Formal process letter with timeline, bid requirements, contact details, and submission instructions

◆ Audience

Best for

Sell-side auction processesstructured M&Aprivate company sales
◆ Example prompts

Use it like this

After uploading this skill to Claude, type in the chat:

/process-letter Write first-round process letter with IOI deadline March 15
/process-letter Final bid instructions for management presentation stage
/process-letter Draft NDA cover letter and bid timeline
◆ Installation

How to use this skill

1
Download the skill ZIP

Go to the Process Letter folder on GitHub, download it as a ZIP file. Or download the full Investment Banking vertical to get all 6 skills at once.

2
Upload to Claude

Open claude.ai/customize/skills, click Add skill, and upload your ZIP. The skill will appear as a slash command in your Claude workspace immediately.

3
Type /process-letter in Claude

Open Claude, type /process-letter, attach any relevant files (Excel models, PDFs, transcripts), and describe your task. The skill handles the rest.

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