Investment Teaser Template

Investment Teaser Template

This investment teaser template will help you summarize a potential sales process and highlight the unique selling points of the company.

Here are the screenshots of the investment teaser template:

Investment Teaser Template Screenshot

Investment Teaser Template Screenshot 2

Download the Free Template

Enter your name and email in the form below and download the free template now!

What is an Investment Teaser?

An investment teaser is a one or two-slide summary of a potential sale process without mentioning the name of the company to maintain confidentiality. A teaser should include the unique selling points of the company while ensuring that the value of the business is understood by a larger set of audience. A wider search for buyers helps, as one may never know what a buyer may be interested in and if they are willing to pay a large premium.

Contents of a Teaser

Below are important sections that should be included in every Teaser:

  • Industry Overview – A brief about the industry and the competitive landscape where the company operates.
  • Business Description – The company’s capabilities, the nature, and the type of products or services it offers to customers.
  • Location – The location of the company’s headquarters.
  • Financial Summary – Financial history and forecasts of the company.
  • Investment Rationale – The unique selling points of the company and the reason why investors should consider buying the business.
  • Customers Overview – Highlight a few customer names especially if they are major brands in the industry.
  • Transaction Structure – The nature of the transaction expected by the sellers.
  • Bankers Information – Whether the sale process is taken up by an exclusive banker or if it is a joint exercise by two bankers.

More Free Templates

For more resources, check out our business templates library to download numerous free Excel modeling, PowerPoint presentation, and Word document templates.

0 search results for ‘