# Teaser

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

- Repository: https://github.com/AI4Finance-Foundation/FinRobot (8353 stars)
- Category: Design
- License: Apache-2.0
- Last updated: 2026-10-24
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add AI4Finance-Foundation/FinRobot --skill Teaser -g -a claude-code -y`
Codex: `npx skills add AI4Finance-Foundation/FinRobot --skill Teaser -g -a codex -y`
Cursor: `npx skills add AI4Finance-Foundation/FinRobot --skill Teaser -g -a cursor -y`
Gemini CLI: `npx skills add AI4Finance-Foundation/FinRobot --skill Teaser -g -a gemini-cli -y`

## 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 ...

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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)

| Metric | Value |
|--------|-------|
| Revenue | $XXM |
| Revenue Growth | XX% CAGR |
| EBITDA | $XXM |
| EBITDA Margin | XX% |
| Employees | XXX |

**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

The rest: https://github.com/AI4Finance-Foundation/FinRobot/blob/HEAD/finrobot_desktop/skills/investment-banking/teaser/SKILL.md