Process Letter Drafter

What the Agent Produces

A letter drafted from your deal facts for the adviser and the client to review, plus a list of what is still open.

Initial Process Letter & IOI Instructions Introduction, process overview and timetable, what an indication of interest must contain, submission details, evaluation criteria, confidentiality, contacts.

Final Bid Letter Purchase agreement mark-up, financing evidence, confirmatory diligence, exclusivity, approvals, key personnel terms, what is binding.

Management Meeting Invitation Logistics, attendees, agenda, ground rules, materials and the follow-up question process.

Notes for the Adviser Every open placeholder, points for client approval and for counsel, and the reminder to log who received the letter and when.

Enter the deal facts and get a draft bid-process letter for the client to review. Dates, names and figures come only from what you provide; anything missing is left as a bracketed placeholder.

Draft for adviser and client review. Legal counsel must review any representation or commitment before the letter is sent. Do not enter material non-public information into a tool you have not cleared for it.

Letter type

Project code name *

Sell-side adviser (letterhead)

Addressee (prospective buyer)

Opportunity and seller objectives

Timetable and key dates *

Submission details

Extra bid contents requested

Evaluation criteria

Contacts

Confidentiality, NDA and data room

Conditions, reservations and notes

Output language

AI model

How It Works

The Process Letter Drafter is ibizai's implementation of the Anthropic Claude for Financial Services investment-banking process-letter skill, adapted to work in English, Spanish and French and for mid-market sell-side processes in Latin America, the Caribbean and Europe.

You bring the deal facts: timetable, submission details, contacts, evaluation criteria and confidentiality terms. Nothing is invented. A date, name or figure you did not give appears as a bracketed placeholder, and legal or regulatory points are flagged for counsel rather than asserted. Choose the AI model that suits your confidentiality needs.

Important: Every letter is a draft. The client must approve it and legal counsel must review any representation or commitment before it is sent. Do not paste material non-public information into a tool you have not cleared for it. Nothing produced here constitutes legal, tax or investment advice.

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