[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M718HX8R68VC62B8XPYQ4FNV":3,"skill-same:01M718HX8R68VC62B8XPYQ4FNV":58},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":18,"publishedAt":31,"linkOnly":32,"markdownContent":33,"markdownBody":34,"frontMatter":35,"refName":36,"commitSha":37,"skillDirectory":38,"forksCount":39,"repositoryHtmlUrl":40,"repositoryHomepageUrl":6,"ownerHtmlUrl":41,"ownerBlogUrl":42,"ownerDescription":6,"updatedAt":43,"install":44,"resources":57},"01M718HX8R68VC62B8XPYQ4FNV","process-letter",null,"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\".","anthropics\u002Ffinancial-services","anthropics","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F76263028?v=4","01M697XGDPXJAVQ8391V2BCYTE","Anthropic","01M7188Y8CSYMMZ40A4B4N518V",41229,"Apache-2.0","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Finvestment-banking\u002Fskills\u002Fprocess-letter\u002FSKILL.md",[],[19,20,21,22,23,24,25,26,27,28,29,30],"letter","process","process letter","draft","for","instructions","invite","meeting","triggers","sell","management","processes","2026-11-10 10:12:30",false,"---\nname: process-letter\ndescription: 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\".\n---\n\n# Process Letter\n\n## Workflow\n\n### Step 1: Determine Letter Type\n\n- **Initial process letter**: Sent with teaser\u002FCIM to outline the process and IOI requirements\n- **IOI instructions**: Specific requirements for first-round indications of interest\n- **Second round \u002F final bid letter**: Instructions for submitting binding offers after diligence\n- **Management meeting invitation**: Logistics for in-person management presentations\n\n### Step 2: Initial Process Letter \u002F IOI Instructions\n\n**Header:**\n- Date, deal code name\n- \"Confidential\"\n- Addressed to prospective buyer\n\n**Sections:**\n\n1. **Introduction**: Brief overview of the opportunity and the seller's objectives\n2. **Process Overview**: Timeline, key dates, expected number of rounds\n3. **IOI Requirements**: What to include in the initial indication:\n   - Proposed valuation range (enterprise value)\n   - Consideration form (cash, stock, earnout, rollover)\n   - Financing sources and certainty\n   - Key due diligence requirements\n   - Indicative timeline to close\n   - Any conditions or contingencies\n   - Brief description of the buyer and strategic rationale\n4. **Submission Details**: Where to send, deadline (date and time), format\n5. **Confidentiality Reminder**: Reference to NDA, data room access\n6. **Contact Information**: Banker contacts for questions\n\n### Step 3: Final Bid \u002F Second Round Letter\n\nAdditional requirements beyond IOI:\n\n1. **Markup of purchase agreement**: Provide the draft SPA\u002FAPA and request markup\n2. **Detailed financing commitments**: Committed financing letters required\n3. **Remaining diligence items**: Specify what confirmatory diligence is expected\n4. **Exclusivity terms**: Duration and conditions of any exclusivity period\n5. **Regulatory analysis**: Antitrust filing requirements and timeline\n6. **Key personnel terms**: Employment agreements, compensation, rollover equity\n7. **Binding vs. non-binding**: Clarify what is binding at this stage\n8. **Evaluation criteria**: How bids will be evaluated (price, certainty, speed, fit)\n\n### Step 4: Management Meeting Invitation\n\n1. **Logistics**: Date, time, location (or video link), duration\n2. **Attendees**: Who from the company will present, who from the buyer should attend\n3. **Agenda**: Typical management presentation agenda (overview, financials, operations, growth, Q&A)\n4. **Ground rules**: No recording, confidentiality, questions format\n5. **Materials**: What will be distributed (presentation deck, data room access)\n6. **Follow-up**: Process for submitting additional questions after the meeting\n\n### Step 5: Output\n\n- Word document (.docx) with professional letter formatting\n- Firm letterhead placeholder\n- Track changes version for client review\n\n## Important Notes\n\n- Process letters set the tone for the entire deal — be clear, professional, and organized\n- Deadlines should be firm but reasonable — typically 2-3 weeks for IOIs, 3-4 weeks for final bids\n- Always include the evaluation criteria — buyers want to know how they'll be judged\n- Coordinate with legal on any representations or commitments in the letter\n- Client should review and approve before sending — they may want to adjust tone or terms\n- Keep a log of who received each letter and when — this becomes the process tracker\n","# Process Letter\n\n## Workflow\n\n### Step 1: Determine Letter Type\n\n- **Initial process letter**: Sent with teaser\u002FCIM to outline the process and IOI requirements\n- **IOI instructions**: Specific requirements for first-round indications of interest\n- **Second round \u002F final bid letter**: Instructions for submitting binding offers after diligence\n- **Management meeting invitation**: Logistics for in-person management presentations\n\n### Step 2: Initial Process Letter \u002F IOI Instructions\n\n**Header:**\n- Date, deal code name\n- \"Confidential\"\n- Addressed to prospective buyer\n\n**Sections:**\n\n1. **Introduction**: Brief overview of the opportunity and the seller's objectives\n2. **Process Overview**: Timeline, key dates, expected number of rounds\n3. **IOI Requirements**: What to include in the initial indication:\n   - Proposed valuation range (enterprise value)\n   - Consideration form (cash, stock, earnout, rollover)\n   - Financing sources and certainty\n   - Key due diligence requirements\n   - Indicative timeline to close\n   - Any conditions or contingencies\n   - Brief description of the buyer and strategic rationale\n4. **Submission Details**: Where to send, deadline (date and time), format\n5. **Confidentiality Reminder**: Reference to NDA, data room access\n6. **Contact Information**: Banker contacts for questions\n\n### Step 3: Final Bid \u002F Second Round Letter\n\nAdditional requirements beyond IOI:\n\n1. **Markup of purchase agreement**: Provide the draft SPA\u002FAPA and request markup\n2. **Detailed financing commitments**: Committed financing letters required\n3. **Remaining diligence items**: Specify what confirmatory diligence is expected\n4. **Exclusivity terms**: Duration and conditions of any exclusivity period\n5. **Regulatory analysis**: Antitrust filing requirements and timeline\n6. **Key personnel terms**: Employment agreements, compensation, rollover equity\n7. **Binding vs. non-binding**: Clarify what is binding at this stage\n8. **Evaluation criteria**: How bids will be evaluated (price, certainty, speed, fit)\n\n### Step 4: Management Meeting Invitation\n\n1. **Logistics**: Date, time, location (or video link), duration\n2. **Attendees**: Who from the company will present, who from the buyer should attend\n3. **Agenda**: Typical management presentation agenda (overview, financials, operations, growth, Q&A)\n4. **Ground rules**: No recording, confidentiality, questions format\n5. **Materials**: What will be distributed (presentation deck, data room access)\n6. **Follow-up**: Process for submitting additional questions after the meeting\n\n### Step 5: Output\n\n- Word document (.docx) with professional letter formatting\n- Firm letterhead placeholder\n- Track changes version for client review\n\n## Important Notes\n\n- Process letters set the tone for the entire deal — be clear, professional, and organized\n- Deadlines should be firm but reasonable — typically 2-3 weeks for IOIs, 3-4 weeks for final bids\n- Always include the evaluation criteria — buyers want to know how they'll be judged\n- Coordinate with legal on any representations or commitments in the letter\n- Client should review and approve before sending — they may want to adjust tone or terms\n- Keep a log of who received each letter and when — this becomes the process tracker\n",{"name":5,"description":7},"main","60565064557ca77b12f62aa7877f365d111c129d","plugins\u002Fvertical-plugins\u002Finvestment-banking\u002Fskills\u002Fprocess-letter",5744,"https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services","https:\u002F\u002Fgithub.com\u002Fanthropics","https:\u002F\u002Fanthropic.com","2026-10-29 01:23:24",{"source":8,"skillName":5,"commands":45,"prompt":55,"zipAvailable":56},[46,49,52],{"tool":47,"command":48},"npx","npx skills add anthropics\u002Ffinancial-services --skill process-letter",{"tool":50,"command":51},"bunx","bunx skills add anthropics\u002Ffinancial-services --skill process-letter",{"tool":53,"command":54},"pnpm","pnpm dlx skills add anthropics\u002Ffinancial-services --skill process-letter","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Finvestment-banking\u002Fskills\u002Fprocess-letter\u002FSKILL.md",true,[],[59,85,108,130,159,176],{"skillNo":60,"name":61,"nameZh":6,"description":62,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":63,"categories":64,"keywords":65,"publishedAt":31},"01M718K18RVV0Z7T7JR4DDYCR9","value-creation-plan","Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on \"value creation plan\", \"100-day plan\", \"post-close plan\", \"EBITDA bridge\", \"operating plan\", or \"value creation levers\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fvalue-creation-plan\u002FSKILL.md",[],[66,67,68,69,70,71,72,73,74,75,27,76,77,78,79,80,81,82,83,84],"value","creation","value creation plan","plan","operating","ready","bridge","planning","frameworks","kpi","execution","plans","use","roadmap","when","materials","with","cost","acquisition",{"skillNo":86,"name":87,"nameZh":6,"description":88,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":89,"categories":90,"keywords":91,"publishedAt":31},"01M718JXVXRBT0736V7KDW3EHC","unit-economics","Analyze unit economics for PE targets — ARR cohorts, LTV\u002FCAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software\u002FSaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on \"unit economics\", \"cohort analysis\", \"ARR analysis\", \"LTV CAC\", \"net retention\", \"revenue quality\", or \"customer economics\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Funit-economics\u002FSKILL.md",[],[92,93,94,95,96,97,23,98,27,99,78,80,100,101,102,103,104,105,106,107],"unit","economics","unit economics","cohort analysis","recurring","essential","retention","recurring revenue","saas","analysis","analyze","targets","arr","customer","revenue","cohort",{"skillNo":109,"name":110,"nameZh":6,"description":111,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":112,"categories":113,"keywords":114,"publishedAt":31},"01M718JV1463SCF8XND52PRN03","returns-analysis","Build quick IRR\u002FMOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on \"returns analysis\", \"IRR sensitivity\", \"MOIC table\", \"what's the return at\", \"model the returns\", or \"back of the envelope\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Freturns-analysis\u002FSKILL.md",[],[115,101,116,117,118,119,120,23,121,122,123,27,124,78,80,125,126,127,128,129],"returns analysis","returns","back","leverage","quick","model","sensitivity","testing","up","exit","growth","across","deal","build","models",{"skillNo":131,"name":132,"nameZh":6,"description":133,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":134,"categories":135,"keywords":144,"publishedAt":31},"01M718JRJYHENXRTAS2WES2J4E","portfolio-monitoring","Track and analyze portfolio company performance against plan. Ingests monthly\u002Fquarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on \"review portfolio company\", \"monthly financials\", \"how is [company] performing\", \"covenant check\", or \"portfolio update\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fportfolio-monitoring\u002FSKILL.md",[136,141],{"categoryNo":137,"categoryName":138,"taxonomyType":139,"taxonomyTypeDesc":140},"01JBSEEDCAT000000000000002","文档处理","SCENARIO","使用场景",{"categoryNo":142,"categoryName":143,"taxonomyType":139,"taxonomyTypeDesc":140},"01JBSEEDCAT000000000000004","电子表格",[145,146,147,148,149,150,151,152,27,78,80,153,154,102,81,155,156,69,157,158],"portfolio monitoring","monitoring","portfolio","financials","PDF","xlsx","performance","company","review","check","packages","track","covenant","how",{"skillNo":160,"name":161,"nameZh":6,"description":162,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":163,"categories":164,"keywords":165,"publishedAt":31},"01M718JPCC86RSTX0ZH4XK26J7","ic-memo","Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on \"write IC memo\", \"investment committee memo\", \"deal write-up\", \"prepare IC materials\", or \"recommendation memo\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fic-memo\u002FSKILL.md",[],[166,167,168,71,169,23,170,123,27,171,78,172,80,101,81,22,127,173,174,175],"ic memo","memo","recommendation memo","professional","recommendation","writing","document","write","financial analysis","investment",{"skillNo":177,"name":178,"nameZh":6,"description":179,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":180,"categories":181,"keywords":185,"publishedAt":31},"01M718JK2B01WZQPFHVHKY25PD","deal-sourcing","PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on \"find companies\", \"source deals\", \"draft founder email\", \"check if we've seen this company\", or \"outreach to founder\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fdeal-sourcing\u002FSKILL.md",[182],{"categoryNo":183,"categoryName":184,"taxonomyType":139,"taxonomyTypeDesc":140},"01JBSEEDCAT000000000000005","邮件与沟通",[186,187,127,188,189,190,23,152,27,191,192,193,78,194,80,195,196,154,22,197],"sourcing","deal sourcing","target","discover","email","emails","prospecting","new","Existing","workflow","founders","find"]