process-letter

process-letter is a skill for Claude Code from yuping322/financial-services-plugins-new. It costs 0 tokens per session (780 once invoked), scanned A, a copy of process-letter, Apache-2.0.

A drafting skill for process letters in sell-side mergers and acquisitions. A process letter explains how potential buyers submit offers, including initial indications of interest, final bids, and management-meeting arrangements.

In plain words
What is it for?
Use it to draft initial process letters, first-round bid instructions, second-round or final-bid letters, and management-meeting invitations.
Why use it?
It provides the document structure and instructions needed to run different stages of a sale process. This reduces the work of assembling timelines, bid requirements, and logistics.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the investment-banking plugin — 9 skills, 7 commands shipped together

Good fit Use it to draft initial process letters, first-round bid instructions, second-round or final-bid letters, and management-meeting invitations.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/yuping322/financial-services-plugins-new/process-letter
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add yuping322/financial-services-plugins-new --skill process-letter
Clone the repo
git clone --depth 1 https://github.com/yuping322/financial-services-plugins-new

Made for: Claude Code.

Or install investment-banking, the plugin that ships this one along with the rest of its 9 skills, 7 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for process-letter

README.md
[![agentmods](https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/process-letter/github.svg)](https://agentmods.dev/skills/yuping322/financial-services-plugins-new/process-letter)
Your own site
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/process-letter"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/process-letter/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for process-letter

Your own site · 80×15
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/process-letter"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/process-letter.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 780 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 100% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00000 $0.00780
Opus 5 $0.00000 $0.00390
Sonnet 5 $0.00000 $0.00156
Haiku 4.5 $0.00000 $0.00078

Measured 9d ago against content hash 03d223158169, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

process-letter scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

100% identical to process-letter — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

investment-banking/skills/process-letter/SKILL.md · 73 lines

How it starts

The opening of the file, as written. The whole thing — 73 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Process Letter

description: 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".

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)

Read the full file on GitHub · 73 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 73 lines · 0 tokens per session scan A 03d223158169

Subscribe to this mod's changes

process-letter is a skill published in the GitHub repository yuping322/financial-services-plugins-new (17 stars, last pushed 6mo ago), licensed Apache-2.0. It costs nothing until one of its globs matches a file; then it loads 780 tokens. A static security scan graded it A with 0 findings. It is 100% identical to process-letter, differing in 0 lines, and is treated as a copy.

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