What Does Your Investment Teaser Need to Gain Attention

As I write an “Investment Teaser” or one page summary of a business for sale, I thought I would share with you the key points to include.

An investment teaser is a one or two-slide summary of a potential sales process that does not release the name of the potential target company, in order to maintain the company’s identity as confidential. A teaser should include the unique selling points of the company while ensuring that the value of the business is understood by a large audience. Tricky to achieve!

Industry Overview: The healthcare industry is rapidly evolving with the introduction of innovative technologies that provide efficient and effective healthcare services. Our target company operates in the healthcare technology sector, which is experiencing strong growth and a highly competitive landscape. The company has developed unique and cutting-edge technology that is transforming the industry, with a focus on providing personalized care and improving patient outcomes.

Business Description: Our target company is a leading provider of healthcare technology solutions that cater to hospitals, clinics, and healthcare providers. The company offers a suite of products and services that enable healthcare providers to streamline their operations, increase efficiency, and improve patient care. Its proprietary software platform allows healthcare providers to manage patient records, track medications, and monitor patient progress in real-time.

Location: The company is headquartered in the United States, with operations in several other countries. Its presence in strategic locations enables it to cater to a wide range of customers and expand its market share globally.

Financial Summary: The company's revenue has grown at a CAGR of 25% over the past five years, and it is projected to continue its strong growth trajectory in the coming years. Its EBITDA margins are forecasted to reach 20% in the next three years. The company is seeking investment from private equity firms, venture capitalists, or strategic investors, with a revenue range of US$50 million to US$500 million.

Investment Rationale: The company's unique technology, proprietary software platform, and focus on personalized care provide a significant competitive advantage. Its recurring revenue model, strong customer base, and global market presence offer a compelling investment opportunity. The company's cutting-edge technology and its ability to transform the healthcare industry make it an attractive investment for investors looking for high-growth opportunities in the healthcare technology sector.

Customer Overview: The company has a diverse customer base that includes some of the largest hospitals and healthcare providers globally. Its customers include renowned healthcare brands, such as Mayo Clinic, Cleveland Clinic, and Johns Hopkins Medicine, which are testament to the company's credibility and expertise in the healthcare technology industry.

Transaction Structure: The company is open to exploring various transaction structures, including a complete sale of the business or a carve-out. The preferred transaction structure will depend on the type of investor and the investment objectives.