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Teaser

AnthropicOfficialPublished by Anthropic

  • Skill
  • Content generator
  • Business and productivity
  • Apache-2.0
  • No issues found

From the author

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".
— the description by Anthropic

AutoGineer summary

Written by AutoGineer from the skill’s own files, not by the author

The Teaser skill assists in creating concise, anonymous one-page summaries for M&A sell-side processes. It helps investment professionals draft compelling documents that highlight key investment merits and financial metrics while strictly maintaining confidentiality to protect the client's identity before an NDA is signed.

What it does

  • Generates a structured one-page M&A teaser document.
  • Drafts investment highlights that emphasize market position and growth.
  • Formats financial summaries including revenue, EBITDA, and margins.
  • Provides guidance on anonymizing sensitive company details.
  • Creates professional deal headers and transaction overviews.
  • Supports output in Word, PDF, or PowerPoint formats.

When to use it

  • When initiating a sell-side M&A process to gauge interest from potential buyers.
  • When you need to present a company's value proposition without revealing its identity.
  • When preparing materials for initial outreach to strategic or financial investors.
  • When you need a standardized, professional format for deal teasers.

Advantages

  • Protects client confidentiality through structured anonymization checks.
  • Standardizes the presentation of financial and operational data.
  • Focuses on high-level value drivers to generate interest efficiently.
  • Saves time by providing a clear, repeatable workflow for deal documentation.

Usage examples

“Draft a blind teaser for a SaaS company in the logistics space with $20M revenue.”
The agent generates a one-page document highlighting the company's market leadership in logistics software, key financial metrics, and growth profile, ensuring no specific company names or locations are revealed.
“Create an anonymous profile for a manufacturing firm looking for a majority stake sale.”
The agent produces a professional teaser summary outlining the transaction structure, investment highlights, and financial summary, suitable for distribution to potential buyers.

Install

  1. Download the skill as a ZIP:

    https://mp-staging.autogineer.com/agent-skills/anthropics/teaser/download
  2. Unzip it into the cross-client skills folder of your project:

    mkdir -p .agents/skills && unzip teaser.zip -d .agents/skills

Documentation by Anthropic

Teaser

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

Ensure the teaser doesn't inadvertently identify the company:

  • No company name, brand names, or product names

  • No specific city (use region: "Southeast US", "Midwest")

  • No named customers or partners

  • No employee count if it's too distinctive

  • Revenue ranges instead of exact figures if the sector is small

  • No logos, screenshots, or identifiable imagery

Step 4: Output
  • Word document (.docx) — one page, clean formatting

  • PDF version for distribution

  • Optional PowerPoint version (single slide)

Important Notes

  • The teaser's job is to generate interest, not close a deal — keep it tight and compelling

  • Less is more — a good teaser makes buyers want to sign the NDA to learn more

  • Use aspirational but accurate language — "leading", "differentiated", "high-growth" are fine if true

  • Include enough financial detail to qualify serious buyers but not so much that tire-kickers waste your time

  • Always have the client and legal review before distribution

  • Track who receives the teaser — it becomes the outreach log for the process

Files

SKILL.md

Teaser

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

Ensure the teaser doesn't inadvertently identify the company:

  • No company name, brand names, or product names

  • No specific city (use region: "Southeast US", "Midwest")

  • No named customers or partners

  • No employee count if it's too distinctive

  • Revenue ranges instead of exact figures if the sector is small

  • No logos, screenshots, or identifiable imagery

Step 4: Output
  • Word document (.docx) — one page, clean formatting

  • PDF version for distribution

  • Optional PowerPoint version (single slide)

Important Notes

  • The teaser's job is to generate interest, not close a deal — keep it tight and compelling

  • Less is more — a good teaser makes buyers want to sign the NDA to learn more

  • Use aspirational but accurate language — "leading", "differentiated", "high-growth" are fine if true

  • Include enough financial detail to qualify serious buyers but not so much that tire-kickers waste your time

  • Always have the client and legal review before distribution

  • Track who receives the teaser — it becomes the outreach log for the process

Requirements and compatibility

Written for: Claude Code, Claude apps

Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta

“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.

Security

No issues found by our static scan· No issues found

A static scan is not a guarantee. Skills are third-party content: review a skill before you let an agent use it.

Attribution and licence

Published by
Anthropic
Publisher
Anthropic (Official)
Source
anthropics/financial-services · plugins/vertical-plugins/investment-banking/skills/teaser · commit 6056506
Licence
Apache License 2.0 (redistribution allowed)
  • LICENSE (added by AutoGineer from LICENSE)
  • ATTRIBUTION.md (written by AutoGineer)
Synced

AutoGineer is not affiliated with or endorsed by Anthropic.

Download ZIP

The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download teaser.zip