teaser

por anthropic

Redactar borradores anónimos de resúmenes de una página para procesos de fusiones y adquisiciones del lado vendedor. Crea un resumen convincente sin revelar la identidad de la empresa, diseñado para evaluar…

npx skills add https://github.com/anthropics/financial-services --skill teaser

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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