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  1. Provide a framework for developing an Investment Teaser for a sales process


An Investment Teaser is a brief professional document that is used to introduce an acquisition or investment opportunity to strategic or financial buyers. The teaser is an important document in a transaction process as it is the first document that prospective buyers look at before proceeding with a deal.

Investment Teasers are typically prepared on a no-name basis to maintain the confidentiality of the potential target investment. It is a marketing document, whose primary purpose is to generate interest in the investment's target market.

This investment teaser template will assist you in developing the presentation required to summarise a potential sales process and highlight the unique selling points of a company.

There are three key reasons that you should use this investment teaser template:

1. It will help you to save time
2. It will help you to control the flow of information
3. It will help you to build and spread excitement about the target/ transaction

This investment teaser template will allow you to convey many of the key elements about the target. As such, it will enable you to put across your message succinctly and successfully to potential investors, without giving too much away. This will help to prick the interest of potential investors.

The document comprises of the following sections:
1. Important notices - Disclaimer, Forward-Looking Statement, Confidentiality
2. Market Overview
3. Business Overview
4. Key Investment Highlights
5. Financial Highlights

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Source: Investment Teaser Template PowerPoint document

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Investment Teaser Template

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File Type: PowerPoint (pptx)

File Size: 46.4 KB

Number of Slides: 7 (includes cover, transition slides)

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Initial upload date (first version): Jan 17, 2020
Most recent version published: Jun 28, 2020

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