Teaser
AnthropicOfficialPublished by Anthropic
- Skill
- Content generator
- Business and productivity
- Apache-2.0
- No issues found
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
Download the skill as a ZIP:
https://mp-staging.autogineer.com/agent-skills/anthropics/teaser/downloadUnzip 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)
| 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
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
- ATTRIBUTION.mdAdded by AutoGineer914 B
- LICENSELicence file added by AutoGineer11.1 KiB
- SKILL.md2.8 KiB
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)
| 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
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