I will create one pager, executive summary, or investment teaser report

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bhagyeshm
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bhagyeshm
Bhagyesh

About this gig

A blind teaser has one job that pulls in two directions: generate real buyer interest without revealing who the company is. Too vague and nobody responds; too specific and the market guesses the name before you've signed a single NDA.


I draft teasers the way sell-side deal teams draft them: investment highlights that sell the equity story, financial summary at the right level of rounding, and sector and geography framed to intrigue without identifying. Confidentiality review is a formal step in my process: before delivery, I stress-test the document against the question, "Could a knowledgeable industry player name this company?"


Background: Chartered Accountant, all three CFA levels passed, MBA (IIM Kozhikode). Teaser and CIM drafting are core workflows in my M&A execution practice. A sample teaser is in my portfolio below.


Who this is for: business owners starting a confidential sale process, advisors needing overflow drafting capacity on a live mandate, and founders approaching strategic investors quietly.

Delivery style preference

Please inform the freelancer of any preferences or concerns regarding the use of AI tools in the completion and/or delivery of your order.

Get to know Bhagyesh

Bhagyesh

CA, CFA L3, MBA, investment Banking

  • FromIndia
  • Member sinceApr 2014
  • Avg. response time1 hour
  • Languages

    Hindi, Marathi, English
Former D.E. Shaw analyst. Chartered Accountant. CFA Level III Passed. MBA (IIM Kozhikode) I build institutional-grade financial work: DCF and LBO models, 3-statement builds, investor pitch decks, CIMs, business valuations, and market research to the standard investment banks hold their own analysts to. My work has supported M&A processes, PE fundraising, and cross-border transactions across Europe and India. Every model was delivered in Excel, fully unlocked. Every deck is editable. Every report is source-cited. If it goes in a data room or in front of an IC, I'll make sure it holds up.

My Portfolio