Investment Teaser

A one- or two-page document introducing a potential acquisition or investment

What is an Investment Teaser?

An Investment Teaser is a one- or two-page professional document that is used to introduce an acquisition or investment opportunity to strategic or financial buyers. The teaser is a most important document in a transaction process as it is the first document that prospective buyers look at before proceeding with a deal. Teasers are typically prepared “blind” (i.e., on a no-name basis) to maintain the confidentiality of the potential target investment.

The document is often prepared by the investment bank that is representing the company. It is a marketing document, whose primary purpose is to entice potential buyers to come to the deal-making table.


Investment Teaser Screenshot


Qualities of an Effective Investment Teaser

  1. Although there is no maximum page limit when preparing an Investment Teaser, the teaser should probably not exceed three pages in length. Otherwise, potential buyers may feel overwhelmed by the amount of information to process and lose interest.
  2. It is crucial to only include key information and to keep the content concise.
  3. The Investment Teaser should include relevant graphics to give potential buyers better insight into the products and/or services provided by the company.
  4. The name of the company should not be disclosed in the document.
  5. A well-written investment highlights section, company overview section, company products/services section, and financials section are crucial to building a successful Investment Teaser.


Contents of an Effective Investment Teaser

An effective Investment Teaser typically includes the following:

  • Investment Highlights: These include three to five points that outline the Unique Selling Points (USP) of the investment or acquisition opportunity. Examples of investment highlights can be market leadership, ownership of proprietary technology, significant revenue growth, strong alliances and/or partnerships, an extensive sales network, superior production capabilities, an experienced management team, etc.
  • Company Overview: An investment teaser usually includes a brief description of the geographical regions and the competitive landscape the company operates in. A company description should also be provided to give potential buyers a better understanding of the company. It is critical that the company information is not directly copied from the company’s website, since doing so may enable potential buyers to identify the company when it wishes its identity kept confidential.
  • Customers Overview: If possible, major customer names should be included to build credibility for the company.
  • Deal Information: Details on the type of transaction should be indicated (strategic partnership, full sale, partial sale, buyout, etc.) in the investment teaser.
  • Product and/or Sales Mix: A list of the main products/services offered and the revenue generated from each one.
  • Financial Summary: A summary of key historical financial metrics (EBITDA, Revenue, Profit Margin, etc.) and forecasted figures. At least two years of historical data in conjunction with at least two years of projected financial figures should be included.



For example, let’s assume that Company AppCentral, the largest creating company in the USA, is looking to form a strategic partnership in China. AppCentral tasks CFI to lead the deal and prepare an Investment Teaser for potential buyers in China. An example Investment Teaser can be prepared as follows:


Investment Teaser Example


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Investment Teaser Template

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The Next Steps

An Investment Teaser is sent to potential buyers such as strategic investors (those who operate in the same industry) and financial investors (Private Equity firms). The objective of a Teaser is to attract interest and potentially execute a deal with the seller.

If potential buyers are interested in the business, a Non-Disclosure Agreement (NDA) with the company is signed to create a confidential relationship between the parties and protect confidential information or trade secrets. Upon signing the NDA, the company’s identity will be disclosed and more information will be provided in a Confidential Information Memorandum (CIM).


Additional Resources

Thank you for reading CFI’s guide on Investment Teaser. To keep advancing your career, the additional CFI resources below will be useful:

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