Investment Teaser Template

Investment Teaser Template

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

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What is an Investment Teaser?

An investment teaser is a one- or two-slide summary of a potential sale process that avoids naming the company to maintain confidentiality. A teaser should highlight the company’s unique selling points while ensuring that the value of the business is understood by a broader audience. A broader search for buyers helps, as one may never know what a buyer is interested in or whether 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.

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