teaser
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npx mdskill add anthropics/financial-services/teaserDraft anonymous M&A teasers to gauge buyer interest.
- Creates confidential one-pagers for sell-side deal processes.
- Requires company data, financials, and target audience inputs.
- Anonymizes identity while highlighting market position and metrics.
- Delivers a professionally formatted document with code name.
SKILL.md
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--- name: 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". --- # 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
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