The teaser is the first impression. Make it interactive.
Present approved investment highlights, selected financials and a clear next step in a concise briefing. Choose a conventional teaser or SMART format to suit your process.
For mandates where a static teaser fits the buyer pool or the advisor's process, the same Yajur rigor ships as a designed PDF — fast, anonymized, distribution-ready.
Explore conventional teasers.
Browse concise teaser examples and compare the format with SMART delivery.
The six building blocks of a Yajur Teaser.
Tight format. No more than 2–3 pages for a PDF. Smart Teasers expand the same blocks into interactive sections.
Anonymized identity
Sector positioning without naming the company. Geo, size, business model framed for fit.
Investment highlights
Four to six headline reasons the deal matters — recurring revenue, growth, moat, leadership.
Snapshot financials
Revenue, EBITDA, margin, growth — three to five years. Charts, not paragraphs.
Market context
Sector tailwinds, regulatory dynamics, comparable transaction activity.
Transaction overview
Deal shape, process stage, indicative timeline. What the seller is seeking.
NDA route
A clear request-information or NDA next step where configured, with advisor approval before detailed material is shared.
A complete teaser build, from intake to release.
The schedule follows source readiness, scope and advisor review. Each stage has a clear output before the work moves forward.
Intake
Mandate brief, financial pull, positioning conversation with the advisor.
Sources alignedDraft v1
Anonymized identity, highlights, financial snapshot, market frame.
First draftRefine
Agreed revision cycles with the advisor. Final-form copy and layout.
Advisor reviewSmart build
Optional: Smart Teaser built on 4D Canvas. NDA and CIM next step connected to the advisor’s release process.
Release readyPreparing a teaser for your next mandate?
Share the type of support you need and your preferred timeline. We will discuss scope and the appropriate way to share materials. Please keep confidential deal information out of a general inquiry.