teaser

name	teaser
description	Use this skill when the task requires teaser capabilities.
executor	LLM_BEHAVIOR
skill_id	finance.investment_banking.teaser_2
status	ADOPTED
security	{"level":"high","pii":false,"approval_required":true}
anchors	["finance"]
tier	2
input_schema	[{"name":"code_or_task","type":"string","description":"Code snippet, script, or task description to process","required":true},{"name":"context","type":"string","description":"Additional context or background information","required":false}]
output_schema	[{"name":"report","type":"string","description":"Analysis report or summary from teaser"}]

Teaser

description: "Analyze — 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"

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