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. Triggers on "process letter", "bid instructions", "IOI letter", "bid procedures", "final round letter", or "management meeting invite".
Install
npx skills add anthropics/financial-services --skill process-letternpx skills add anthropics/financial-services --skill process-letter -a claude-code -gnpx skills add anthropics/financial-services --skill process-letter -a codex -ggemini skills install https://github.com/anthropics/financial-services.git --path plugins/vertical-plugins/investment-banking/skills/process-lettergh skill install anthropics/financial-services process-lettergit clone --depth 1 https://github.com/anthropics/financial-services /tmp/anthropics__financial-services
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__financial-services/plugins/vertical-plugins/investment-banking/skills/process-letter ~/.claude/skills/process-letter # Claude Code
cp -R /tmp/anthropics__financial-services/plugins/vertical-plugins/investment-banking/skills/process-letter ~/.agents/skills/process-letter # Codex, Cursor, Gemini CLI, Copilot, OpenCode