Teaser
OfficialFreeCreate anonymous company teasers for M&A processes.
Free · Opens the source repo
What Teaser does
The Teaser skill is designed to assist users in drafting concise, anonymous one-page teasers for sell-side mergers and acquisitions (M&A) processes. This tool is particularly useful for investment bankers, financial advisors, and corporate development teams who need to generate interest from potential buyers without revealing the identity of the company being sold. By following a structured workflow, users can create compelling summaries that highlight key financial metrics and selling points while maintaining confidentiality.
The process begins with gathering essential inputs, such as a brief company description, sector information, key financial metrics, and the target buyer audience. The skill guides users through the creation of a professional one-page document that includes a header with a deal code name, a company description, investment highlights, a financial summary, and a transaction overview. This structured approach ensures that all relevant information is presented clearly and effectively, making it easier for potential buyers to assess the opportunity.
An important aspect of the Teaser skill is the emphasis on anonymization. The tool provides a checklist to ensure that no identifiable information is included in the teaser, such as company names, specific locations, or distinctive financial figures. This is crucial in maintaining the confidentiality of the company until a non-disclosure agreement (NDA) is executed. The final output can be generated in multiple formats, including Word documents, PDFs, and PowerPoint slides, catering to different distribution needs.
Overall, the Teaser skill streamlines the process of creating M&A teasers, making it a valuable resource for professionals involved in the sale of businesses. By focusing on clarity and confidentiality, it helps users effectively gauge buyer interest and initiate discussions without compromising sensitive information.
When to use it
Use this skill when preparing to market a company for sale and needing to generate interest without revealing its identity.
When not to use it
This skill is not suitable for situations where full disclosure of the company's identity is required or when detailed negotiations are already underway.
What you can build with it
Preparing for a Company Sale
Use the Teaser skill to create an anonymous one-page document when preparing to market a company for sale.
Engaging Potential Buyers
Draft a teaser to gauge interest from potential buyers before revealing the company's identity.
Maintaining Confidentiality
Utilize the anonymization checklist to ensure the teaser does not disclose sensitive information.
How to install Teaser
View source1. Install with the skills CLI
npx skills add anthropics/financial-services/teaser --agent claude-code2. Or install it manually
Download the skill folder and drop it into ~/.claude/skills/ for all projects, or .claude/skills/ to scope it to one repo. Restart Claude Code so it picks up the new skill.
Anthropic's agentic coding CLI, and the reference implementation of Agent Skills. Drop a skill folder into ~/.claude/skills and Claude Code loads it automatically whenever a task matches the skill's description. Claude Code docs
Inside SKILL.md
Written by anthropicsTeaser
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
Frequently asked questions about Teaser
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