Claude, Deal Team Summary.

Liam demonstrates how a Claude Skill folder forces the same five-field deal-team summary structure every run, using an illustrative Aster Corp / Vale Robotics acquisition.

2:21 video3 min readWatch on YouTube

A merger deal team needs one shared picture of a transaction: parties, key terms, status, open issues, next steps. Ask Claude for that summary without any instructions and run it twice on the same deal, and the two answers do not match. Liam walks through why, and shows the fix: a Claude Skill, a folder Claude reads before it acts.

The problem with asking Claude to just know the format

The natural assumption is that Claude has read enough deal documents to already know how to shape a status update. Ask it directly and it produces something reasonable-looking. But run the same request twice with no skill installed, and the fields differ, the order differs, and sometimes an item goes missing entirely. Good judgment on its own is not repeatable. Five people asked for the same update produce five different shapes, and Claude without a skill behaves the same way.

What a Claude Skill actually is

A skill is a folder Claude reads before it acts. In this case it is called deal team summary, and inside it is one file, SKILL.md, written in plain language with no hidden logic. The file itself is the instructions. Opening SKILL.md shows a list of steps that Claude runs in order: pull the parties, pull the terms, check status, flag open issues, list next steps. The process is linear, with no shortcuts and no room for Claude to reorganize on its own judgment.

Testing it on an illustrative deal

Liam runs the skill against one illustrative acquisition: Aster Corp buying Vale Robotics. Fed the term sheet, the disclosure schedule, and the latest redline, the skill returns the same five fields: parties, terms, status, open issues, next steps. A week later, after the redline changes, running it again produces the same five fields in the same order, only the contents updated. That is what the skill buys: the shape holds even as the deal moves.

What structure does not guarantee

A consistent shape is not a fact-check on the underlying documents. If the source materials contain a bad clause or a stale draft, the skill will structure that faithfully rather than catch it. Structure and accuracy are separate problems, and a skill only solves the first one. It is also worth noting that two summaries produced without the skill, even if they look different, are not automatically wrong: they may be two reasonable readings of the same documents, just organized differently. That variability is exactly what the skill removes, not because it makes Claude smarter, but because it makes Claude repeat the same steps in the same order every time.

Key takeaways

  • Claude does not have a built-in default structure for a deal-team summary; without a skill, repeated runs on the same deal produce different fields and different order.
  • A Claude Skill is a folder containing SKILL.md, a plain-language file listing ordered steps Claude follows every time it runs.
  • On the Aster Corp / Vale Robotics test case, the skill returned the same five fields (parties, terms, status, open issues, next steps) across separate runs, with only the underlying content changing.
  • A consistent structure is not a check on whether the deal or its documents are sound; it only guarantees the same organizing shape.
  • Two unstructured summaries that differ from each other are not necessarily wrong, just inconsistently organized, which is the specific problem a skill solves.

Who this is for

This is for lawyers, deal-team members, and anyone using Claude for M&A or transaction work who wants a repeatable, predictable output format instead of a differently shaped summary every time they ask.

Chapters

  1. 0:00The question
  2. 0:09The stakes — one shared picture, five shapes
  3. 0:21The wrong guess — good judgment, no instructions needed?
  4. 0:31Breaking it — same deal, twice, two answers
  5. 0:41A skill is a folder
  6. 0:53Steps, in order
  7. 1:04The anchor — Aster Corp / Vale Robotics
  8. 1:17The anchor, resolved
  9. 1:27Structure isn't a fact-check
  10. 1:38Different isn't wrong
  11. 1:49Carry-out
  12. 1:56Your turn
  13. 2:10Outro
Full transcript(auto-generated, with timestamps)

The question

[0:00]You might think Claude writes a deal team summary by magic, like it just knows. It doesn't. It follows instructions in a file called a skill. Here's what's inside it. A merger is

The stakes — one shared picture, five shapes

[0:10]Underway. Lawyers, bankers, and executives all need the same picture. Parties, key terms, status, open issues, next steps. Ask five people for that update and you get five different shapes. The natural assumption is that

The wrong guess — good judgment, no instructions needed?

[0:23]Claude already knows how to shape this. Good judgment, no separate instructions required. It's read enough deal documents to just handle it. Ask for the

Breaking it — same deal, twice, two answers

[0:31]Same deal summary twice with no skill installed and the two answers don't match. Different fields, different order, sometimes a missing item. Judgment alone isn't repeatable. A skill

A skill is a folder

[0:42]Fixes that. It's a folder Claude reads before it acts. This one called deal team summary. Inside is one file skill. MD, plain language, no hidden logic. The file is the instructions.

Steps, in order

[0:53]Inside skill.md is a list of steps. Claude reads them in order and runs each one. Pull the parties, pull the terms, check status, flag open issues, list next steps. Linear, no shortcuts. Take

The anchor — Aster Corp / Vale Robotics

[1:04]One illustrative deal. Aster Corp buying Vale Robotics. Feed the skill the term sheet, the disclosure schedule, and the latest redline. Same five fields come back. Parties, terms, status, open issues, next steps. Run it again next

The anchor, resolved

[1:18]Week after the redline changes. The five fields are still there, same order, only the contents update. That's what a skill buys. The shape holds, the deal moves. A

Structure isn't a fact-check

[1:27]Consistent shape doesn't prove the deal is healthy. The skill structures whatever the documents say, including a bad clause or a stale draft. Structure isn't a check on the underlying facts.

Different isn't wrong

[1:38]And two summaries that look different without the skill aren't necessarily wrong. They might both be reasonable readings, just organized differently. That's the exact inconsistency the skill removes. A skill doesn't make Claude

Carry-out

[1:50]Better at judgment. It makes Claude follow the same steps in the same order every single time.

Your turn

[1:56]Your turn. Here's the prompt. Read it with me. I'm working a deal and have a term sheet and a signed NDA. Summarize this deal for the deal team, but tell me your structure first before you fill it in. Then run it again from scratch and tell me if the structure changed. Claude

Outro

[2:10]Deal team summary. This is Claude basics from Humanitarian's AI. Find more at Humanitarian's AI lay them in for bear.

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