When Do You Need an Investor Teaser Template?

If you are looking for funding or need and an easy way to respond to serious private equity inquiries, then an investor teaser template should be ready to go on your shared drive.

This free PowerPoint template (download below) is based on a real-life teaser document and can be modified to your liking.  I hired a professional designer via Upwork to covert this sample template from Word to PPT, spruce it up, and make it much easier to edit on the fly.

Why Do You Need an Investor Teaser Template?

For one, to save you time.  Two, to control the flow of information.  And, of course, to generate excitement in your SaaS business.

You may be a SaaS startup looking for funding and don’t want to reveal all of your secrets just yet.  With a one-page investor teaser, you can easily communicate some of the important aspects of your business to generate interest and avoid “let’s touch base in a year” meetings.  And you have more control over how your information is relayed.

If you have a solid business and growing ARR, you may be getting those cold emails from private equity junior analysts looking for an introductory call.  Most of the time, those emails get deleted by management, but some may spark a reply from you.

Private Equity Preliminary Due Diligence List

When you respond to a PE firm with interest, you’ll typically have a screening call with the junior analyst.  If there is interest on both sides, you’ll sign an NDA (non-disclosure agreement).  Then they’ll send over their preliminary due diligence list.  Woah, let’s not move that fast yet.

From what I’ve experienced, the typical information request consists of the bulleted list below.  There may be more or less, but it’s usually focused on financials.

• Org Chart
• Historical Income Statement – 3 to 5 years
• Financial Projections
• Historical Balance Sheet – 3 to 5 years
• Capitalization Table
• Headcount trends/roster
• Recurring Revenue Detail

Time for the Teaser Template

Ok, you’ve had the call with the junior analyst, there is interest, and you’ve just signed an NDA (or whatever your comfort level is with disclosing data).  Rather than sending them all the items on their due diligence list, you can send them the teaser template to provide more information on your company and hopefully get them excited about the investment opportunity.

Next, you’ll have a meeting with their partner or partners.  Again, if there is interest to proceed on both sides, you can now dig into their preliminary M&A due diligence list.

Conclusion

Save yourself a bunch of time by using my sample investor teaser template.  If you’re not running a “process” to sell your company, then responding to due diligence requests will get old and time-consuming.  Send the teaser template to control the flow of information and generate excitement in your SaaS business.

Download the free template below, and I’ll keep you updated on future templates, versions, and models.

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