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skill Claude Code CX Codex Cursor GitHub Copilot official · Anthropic

teaser — Claude Code skill: what it does, how to install

Drafts anonymous one-page company teasers for sell-side M&A deals to gauge buyer interest before executing an NDA.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓
npx skills add anthropics/financial-services --skill teaser -a claude-code
Open on GitHub

What teaser does

This skill structures blind profiles for sell-side M&A processes. It takes operational summaries, industry classifications, growth metrics, and core investment highlights, packaging them into an executive overview.

An anonymization check strips company names, customer lists, and exact city locations. If the target firm operates in a niche sector, the workflow suggests broader financial ranges rather than exact totals so competitors cannot guess the identity.

Deliverables include Word and PDF formats, along with an optional single-slide presentation. Client and legal review remains mandatory before any document reaches prospective buyers.

What it helps with

  • draft an anonymous one-page teaser for sell-side M&A
  • protect sensitive company identity and client names before NDA execution
  • summarize core financial metrics and investment highlights into a single page
  • export deal profiles into Word, PDF, or presentation formats

Example prompts for the agent

  • Draft a blind teaser for our sell-side process
  • Create an anonymous profile for Project Apex
  • Generate a one-pager for process to send prospective buyers

How to install teaser

1Skills CLI (Vercel)

npx skills add anthropics/financial-services --skill teaser -a claude-code

2Manually: put the files in place

~/.claude/skills/teaser/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/teaser/

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Questions about teaser

How do I install teaser in Claude Code?

Run npx skills add anthropics/financial-services --skill teaser -a claude-code in your terminal.

What does the teaser skill do?

It drafts an anonymous sell-side company teaser, helping advisors gauge acquirer interest while concealing identifiable operational details until an NDA is in place.

What output formats does the teaser skill create?

It outputs a one-page document in Word or PDF format, with an optional single-slide PowerPoint version.

Source text

SKILL.md · Apache-2.0
---
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

© anthropics · Apache-2.0 · anthropics/financial-services

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