Teaser Generator — ibizai Claude for Financial Services

What the Agent Produces

Six concise teaser sections designed to generate buyer interest — without revealing everything upfront.

Transaction Overview Deal type, seller rationale, and what is being offered — framed to capture buyer attention immediately.

Business Overview What the company does, who it serves, and what makes its model distinctive — concise and compelling.

Financial Snapshot Key metrics presented from provided data — note placed for financials available under NDA if none provided.

Investment Highlights Three to five bullet points making the investment case — why this company, why now.

Proposed Transaction Deal structure, timeline indicatives, and what buyers should expect from the process.

Next Steps Clear NDA request instruction and contact/process placeholder for the advisory team.

Generate Your Transaction Teaser

Provide deal context. The agent produces a concise 1–2 page teaser designed to intrigue buyers and prompt NDA requests.

Draft only — for qualified professional review before any use. Not investment, legal, or compliance advice. Do not include material non-public information.

Company Name

Sector / Industry *

Geography / Jurisdiction

Transaction Type

Business Description *

Financial Highlights

Investment Thesis / Value Drivers

Output Language

Anonymize (refer to company as 'The Company')

How It Works

The Teaser Generator is ibizai's implementation of the Anthropic Claude for Financial Services investment banking agent, adapted for deal marketing across Latin America, the Caribbean, and Iberia. Anonymization toggle lets you generate blind teasers without revealing the company name. Output in English, Spanish, and French.

You provide the business description, deal type, and investment thesis. The agent uses Gemini 2.5 Flash at temperature 0.2 to generate a punchy six-section teaser — grounded entirely in what you provide. If financial data is not provided, the agent notes 'Financials available under NDA'. No figures are invented.

Important: All output is a first draft for qualified professional review. Do not use this tool with material non-public information. Verify all figures and legal characterizations before any distribution to buyers. Nothing produced here constitutes investment, legal, tax, or compliance advice.

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