How to Write an Investment Teaser: Top Tips for Entrepreneurs & Advisors

What is an investment teaser?  Why do you need an investment teaser?  What information does an investment teaser contain? How can you make sure your m&a teaser stands out and impresses investors?

Meet the Author: Benjamin Ball

Ben is the founder of Benjamin Ball Associates and leads the presentation coaching and pitch deck creation teams. Formerly a corporate financier in the City of London, for 20+ years he’s helped businesses win with better pitches and presentations, particularly investor pitches. He is a regular speaker and a guest lecturer at Columbia Business School and UCL London.  Follow Ben on LinkedIn or visit the contact page. 

Why Write a Teaser Document?

If you write a well-crafted investment teaser, it will capture the attention of potential investors, whether they’re institutional investors, venture capital firms, or private equity firms.

As the first step in your fundraising journey, your teaser document needs to strike a delicate balance between providing compelling investment highlights and being clear and easy to read.

An investment teaser is often your first chance to make a mark with potential investors and create interest in your opportunity. In this guide, we will walk you through creating a compelling teaser that gives investors just enough information to get them interested.

What is an Investment Teaser?

An investment teaser is a brief, compelling document that gives potential investors key information about your business.

It’s like your CV.  The purpose of your teaser is to generate interest and take the conversation to the next level.  You do not need to prove the investment case. You don’t need to sell too hard. You only need to intrigue and get your potential investor wanting to learn more. 

You Must Make a Great First Impression

A well-crafted teaser serves as the basis of your investment process, particularly when you want to capture the interest of potential investors or buyers.

Whether you’re presenting a traditional business plan or an innovative ghost kitchen concept, your teaser must strike the right balance between revealing enough to generate excitement whilst keeping it tight and interesting.

This advice is based on Benjamin Ball Associates’ 15 years of experience writing investment teasers for private equity firms, for private companies and advising corporate financiers. If you want to learn more, call Louise Angus now to discuss how we can help you.

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This is a great template for investment teasers, such as M&A teasers and shows you the major elements that you need to get right. This investment teaser template is based on our experience creating teasers for companies to help them raise money and find buyers.

1. Start With A Powerful Title

Too many people underestimate the power of a great title. Imagine your m&a teaser sitting in a pile of 20 others. What will entice an investor to pick up yours and read? A powerful title is a great start. For example:

“TechHealth Solutions – Accelerating growth in this fast-growing AI health tech business addressing a £2.5bn UK market”

2. Punchy Executive Summary

Begin with a powerful overview that captures attention immediately. For example:

“TechHealth Solutions is seeking £5 million in Series A funding to scale our AI-powered healthcare scheduling platform. In the 18 months since launch, we have already delivered 200% year-on-year growth and we serve 20 NHS trusts across the UK.”

We have some tried and tested template formats for executive summaries that work every time.

3. Show a Clear Market Opportunity

Present clear, data-driven insights about your market. Show that you know your market and the exact gap that you are filling. For instance:

“The UK healthcare scheduling market is valued at £2.5 billion, with an expected CAGR of 15% through 2030, driven by increasing digitalisation in the NHS and private healthcare sectors.”

4. Well-Described Business Model

Outline how your company generates revenue and creates value. Consider this structure:

“Our SaaS platform operates on a tiered subscription model:
– Trust-wide licenses starting at £50,000 per annum
– Implementation and training services
– Custom integration solutions”

5. Show Financial Highlights

Present key metrics that demonstrate growth and potential. Pick those numbers that best illustrate the success of your growing business. For example:

Revenue growth trajectory
Gross margins
Customer acquisition costs, CAC and Payback time.
Lifetime value metrics

6. Clear Competitive Advantage

Clearly articulate what sets you apart. Ideally show this from your customers’ PoV. For example:

“Our proprietary AI algorithm reduces scheduling conflicts by 85%, compared to the industry standard of 40%.  This gives our clients demonstrable cost savings of £500,000 annually for a typical NHS trust.”

7. Show Business Potential

Show where your business is going and what plans you have for the funds you will raise.

“We are raising money to accelerate growth in the UK, to recruit a professional sales team and to start conversations with international business partners.”

8. Highlight Management Team

Highlight relevant experience without naming individuals:

“Our leadership team brings 50+ years of combined healthcare technology experience, including senior roles at EMIS Health, SystemOne, and leading NHS trusts.”

9. Call to Action

End with a clear next step:

“To receive our detailed information memorandum, please contact our appointed advisers at investorrelations@example.com“

Why Pick Benjamin Ball Associates to Write Your Teaser

At Benjamin Ball Associates, we’ve been helping firms create compelling investor pitch documents for over 15 years.  Our work and our coaching is fast and effective.  Call us today to learn more.

As well as helping firms with better teasers and pitch books, our most popular training courses include:

• Presentation Coaching
• Public Speaking Coaching
• Investor Pitch Support and Coaching

Trusted by some of the most successful companies globally

Speak to Louise on +44 20 7018 0922 or email info@benjaminball.com to transform your speeches, pitches and presentations.

Get a free consultation about creating a compelling investment teaser

Professional Tips for Preparing a Compelling Teaser Document

Keep It Short and Punchy

Ideally keep your teaser to one page, or no more than 7 pages of PowerPoint. There is a real discipline in creating a powerful short teaser and you are likely to find it more successful than a longer teaser. Use professional formatting with clear headers, an easy to read structure, and professional look and feel.  It’s all about making it easy for your potential investor.

Go Beyond the Basic Template

Junior analysts might rely heavily on a standard PowerPoint template or investor teaser templates. Whereas if you are an experienced M&A advisor you understand that each situation demands a customised approach.

The perfect one-page investment teaser doesn’t exist as a universal solution. Instead, you need to write yours so that it reflects your specific opportunity and the particular interests of your target investors.

Understand Confidentiality

VCs, PE and many investors will not sign an NDA for a teaser.  So keep proprietary information to yourself.  Instead, disclose just enough to get a compelling story across and spark some interest in the potential of the investment.

Get Professional Help

To maximise impact, consider having your teaser reviewed by trusted advisers before distribution. Their external perspective can help identify areas for improvement and ensure your message resonates with your target investor audience.

At Benjamin Ball Associates we have written many teasers and pitch decks that have helped our clients raise the money they need to accelerate their growth. 

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Common Pitfalls to Avoid

Having reviewed hundreds of investment teasers over the years, the team at Benjamin Ball Associates have identified the most common mistakes that management teams (and their advisors) make when writing teasers:

• Not clearly stating the investment case
• Giving too much detailed information
• Assuming technical knowledge or background in the reader
• Being over-optimistic (“We will achieve a 5% share of this $20bn market within 3 years”)
• Being unrealistic about competition (“We have no real competitors”)
• Poor formatting or presentation

Remember, your investment teaser should generate enough interest to encourage further discussion whilst protecting sensitive information. It’s about finding the right balance between disclosure and discretion.

This structured approach to creating an investment teaser has helped numerous growing companies successfully attract investor interest. Whether you’re seeking growth funding, or preparing for Series A, these principles remain relevant across all stages of fundraising.

Ask how we can help with your teaser now

Maximising Impact with Your Teaser

Tailor Your Approach

Different types of investors require different approaches. For instance, PE firms typically look for compelling financial performance and operational metrics, whilst venture capital investors may place greater emphasis on fast growth potential and competitive advantage. You should understand your target audience when preparing your teaser document. Read more about tailoring your investor pitch.

From One-Pager to Comprehensive Presentation

Whilst a one-pager investment teaser can be effective for initial outreach, you also want to prepare a more detailed teaser deck that you can use in initial meetings.  You might consider having a non-confidential teaser deck and then a longer comprehensive pitch deck that you can share once an NDA is signed. Read more about how to structure a pitch deck.

Obviously, the messaging and formatting should be consistent throughout all your communications with potential investors. 

Remember, your investment teaser is often the start of a meaningful relationship with potential investors. A well-crafted document can significantly improve your fundraising success.

What Next for Your Teaser?

Whether you’re writing your first investment teaser, or if you want help to polish your investment teaser so that it will excite investors, get in touch. Our professional team can help you create a document to win.

If you’d like help writing or polishing your next teaser, get in touch.  Call Louise Angus on +44 20 7018 0922 or email at louise@benjamininball.com. Our team has been supporting firms with their pitch documents for over 15 years.

Get a free consultation about writing a powerful investment teaser

Why Choose Us:
Transform your pitches and presentations with tailored coaching

We can help you present brilliantly. Thousands of people have benefitted from our tailored in-house coaching and advice – and we can help you too.

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For 15+ years we’ve been the trusted choice for leading businesses and executives throughout the UK, Europe and the Middle East. We’ll help you improve corporate presentations through presentation coaching, public speaking training and expert advice on pitching to investors.

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Speak to Louise on +44 20 7018 0922 or email info@benjaminball.com to transform your speeches, pitches and presentations.

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FAQ: How to Write an Investment Teaser

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