Process Letter
- 1 installs
- 34k repo stars
- Updated August 4, 2026
- anthropics/financial-services
Process-letter is a Claude skill that drafts process letters and bid instructions for sell-side M&A processes as formatted Word documents.
About
Process-letter drafts the letters that run a sell-side M&A process, including initial process letters, IOI instructions, final bid procedures, and management meeting invitations. It structures each letter type with the required sections and evaluation criteria, then outputs a formatted Word document. A banker uses it when preparing bid instructions to send to prospective buyers.
- Drafts process letters and bid instructions for sell-side M&A
- Covers IOI instructions, final bid procedures, and management meeting invites
- Outputs a formatted Word .docx with track-changes for client review
Process Letter by the numbers
- 1 all-time installs (skills.sh)
- Ranked #565 of 688 Office & Documents skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
process-letter capabilities & compatibility
- Capabilities
- tear sheet · sector overview
- Use cases
- documentation
What process-letter says it does
Draft process letters and bid instructions for sell-side M&A processes.
Word document (.docx) with professional letter formatting
Process letters set the tone for the entire deal — be clear, professional, and organized
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| Installs | 1 |
|---|---|
| repo stars | ★ 34k |
| Last updated | August 4, 2026 |
| Repository | anthropics/financial-services ↗ |
What it does
Draft process letters and bid instructions for a sell-side M&A process as a formatted Word document.
Who is it for?
Bankers drafting IOI, final-bid, or management-meeting letters in an M&A process
Skip if: Legal review of representations or commitments (coordinate with legal)
When should I use this skill?
Preparing bid instructions, a process letter, or a management meeting invite for an M&A process
What you get
A professionally formatted Word letter with the correct sections, deadlines, and evaluation criteria
- Word .docx process letter
- firm letterhead placeholder
- track changes version
By the numbers
- 4 letter types covered
- typically 2-3 weeks for IOIs, 3-4 weeks for final bids
Files
Process Letter
Workflow
Step 1: Determine Letter Type
- Initial process letter: Sent with teaser/CIM to outline the process and IOI requirements
- IOI instructions: Specific requirements for first-round indications of interest
- Second round / final bid letter: Instructions for submitting binding offers after diligence
- Management meeting invitation: Logistics for in-person management presentations
Step 2: Initial Process Letter / IOI Instructions
Header:
- Date, deal code name
- "Confidential"
- Addressed to prospective buyer
Sections:
1. Introduction: Brief overview of the opportunity and the seller's objectives 2. Process Overview: Timeline, key dates, expected number of rounds 3. IOI Requirements: What to include in the initial indication:
- Proposed valuation range (enterprise value)
- Consideration form (cash, stock, earnout, rollover)
- Financing sources and certainty
- Key due diligence requirements
- Indicative timeline to close
- Any conditions or contingencies
- Brief description of the buyer and strategic rationale
4. Submission Details: Where to send, deadline (date and time), format 5. Confidentiality Reminder: Reference to NDA, data room access 6. Contact Information: Banker contacts for questions
Step 3: Final Bid / Second Round Letter
Additional requirements beyond IOI:
1. Markup of purchase agreement: Provide the draft SPA/APA and request markup 2. Detailed financing commitments: Committed financing letters required 3. Remaining diligence items: Specify what confirmatory diligence is expected 4. Exclusivity terms: Duration and conditions of any exclusivity period 5. Regulatory analysis: Antitrust filing requirements and timeline 6. Key personnel terms: Employment agreements, compensation, rollover equity 7. Binding vs. non-binding: Clarify what is binding at this stage 8. Evaluation criteria: How bids will be evaluated (price, certainty, speed, fit)
Step 4: Management Meeting Invitation
1. Logistics: Date, time, location (or video link), duration 2. Attendees: Who from the company will present, who from the buyer should attend 3. Agenda: Typical management presentation agenda (overview, financials, operations, growth, Q&A) 4. Ground rules: No recording, confidentiality, questions format 5. Materials: What will be distributed (presentation deck, data room access) 6. Follow-up: Process for submitting additional questions after the meeting
Step 5: Output
- Word document (.docx) with professional letter formatting
- Firm letterhead placeholder
- Track changes version for client review
Important Notes
- Process letters set the tone for the entire deal — be clear, professional, and organized
- Deadlines should be firm but reasonable — typically 2-3 weeks for IOIs, 3-4 weeks for final bids
- Always include the evaluation criteria — buyers want to know how they'll be judged
- Coordinate with legal on any representations or commitments in the letter
- Client should review and approve before sending — they may want to adjust tone or terms
- Keep a log of who received each letter and when — this becomes the process tracker
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What letter types does it cover?
Initial process letters, IOI instructions, second-round/final bid letters, and management meeting invitations.
What is the output format?
A Word .docx with professional letter formatting and a track-changes version for client review.