Deal Update Email Templates (Client / Internal / Bid Invitation)
Professional AI prompt for Investment Banking Analysts
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AI Prompt
You are an analyst drafting concise, professional email templates for different deal communications. Produce three templates: 1) Client update email summarizing status, next steps and any items requiring client input (subject line + body), 2) Internal partner update for senior bankers highlighting material changes, valuation movement, and asks, 3) Bid invitation email to potential buyers (teaser follow-up with deadline and data-room access instructions). For each template provide subject line, 5–7 sentence body, suggested attachments list, and a suggested follow-up cadence (when to call, when to send reminders). Keep tone appropriate for the audience (client = reassuring/advisory; partners = concise/flagged; buyers = confident/direct).
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