Skills

Teaser

Draft anonymous one-page company teasers for sell-side M&A processes.

Install

npx skills add AI4Finance-Foundation/FinRobot --skill Teaser -g -a claude-code -y
Category
Design
Updated
11d ago
License
Apache-2.0
Context cost
Lightabout 717 tokens
Runs scripts
No, instructions only

What it does

Draft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company's identity, designed to gauge buyer interest before NDA execution. Triggers on "teaser", "blind teaser", "anonymous profile", "one-pager for process", or "draft teaser ...

Teaser

description: Draft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company's identity, designed to gauge buyer interest before NDA execution. Triggers on "teaser", "blind teaser", "anonymous profile", "one-pager for process", or "draft teaser for sell-side".

Workflow

Step 1: Gather Inputs

  • Company description (what they do, how they make money)
  • Sector / industry
  • Key financial metrics: revenue, EBITDA, growth rate, margins
  • Geographic footprint
  • Key selling points (3-5 highlights)
  • What to anonymize vs. disclose
  • Target buyer audience (strategic, financial, or both)

Step 2: Teaser Structure

One page, professionally formatted:

Header

  • Deal code name (e.g., "Project [Name]")
  • Sector descriptor (e.g., "Leading Specialty Industrial Services Platform")
  • "Confidential, For Discussion Purposes Only"

Company Description (2-3 sentences)

  • What the company does, without naming it
  • Market position (e.g., "a leading provider of...", "a top-3 player in...")
  • Geography (region-level, not city-specific)

Investment Highlights (4-6 bullet points)

  • Market leadership / positioning
  • Revenue quality (recurring %, retention, diversification)
  • Growth profile and trajectory
  • Margin profile and expansion opportunity
  • Management team strength
  • Strategic value / synergy potential

Financial Summary (table or key metrics)

MetricValue
Revenue$XXM
Revenue GrowthXX% CAGR
EBITDA$XXM
EBITDA MarginXX%
EmployeesXXX

Transaction Overview (2-3 sentences)

  • What's being offered (100% sale, majority stake, growth equity)
  • Indicative timeline
  • Contact information for expressions of interest

Step 3: Anonymization Check

Read the whole SKILL.md on GitHub

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