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AI agent for investment bankers

Teaser Anonymity Check Agent

A teaser that cannot be traced to the seller by a simple public search, still carrying the key selling points

Risk managementFinance
See how it worksGet access
Teaser Anonymity Check Agent: what goes in, what the agent does and what you get

What it does

A teaser is meant to interest buyers without naming the seller, but small details such as a founding year, a product niche and a revenue figure can point straight to the company. This agent takes a draft teaser and extracts every identifying fact. It then searches public sources, press, filings, job boards and industry directories, to see whether those facts together lead to one company. It reports how many candidates match and how quickly the true company surfaces. It proposes redactions or generalizations, such as widening a revenue range or removing a customer count, and retests the revised teaser. It repeats until the company is hidden among many matches while the teaser still sells. The banker approves release. Edge case: a unique patent number is dropped entirely, not just rounded.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Draft teaser is ready for review 2 DOES Extract each identifying fact: location, size,products, customers, dates 3 USES A TOOL Search public sources for companies matchingcombined facts 4 DOES Rank matches and note where the true seller appears 5 CHECKS THE RESULT Is the seller hidden among at least 15 plausiblematches? If not: propose generalizations or removals for the mostrevealing facts. Back to step 2. 6 DOES Rewrite the teaser with the changes 7 USES A TOOL Rerun the search on the revised teaser 8 CHECKS THE RESULT Does the revised teaser still keep the key sellingpoints? If not: restore the lost point in a less identifyingform and retest. Back to step 6. 9 DOES Produce a change list and the residual risk 10 YOU APPROVE Banker approves release of the teaser 11 RESULT Cleared teaser and anonymity report
Read the steps as a list
  1. Draft teaser is ready for review
  2. Extract each identifying fact: location, size, products, customers, dates
  3. Search public sources for companies matching combined facts
  4. Rank matches and note where the true seller appears
  5. Is the seller hidden among at least 15 plausible matches?If not: propose generalizations or removals for the most revealing facts. Back to step 2.
  6. Rewrite the teaser with the changes
  7. Rerun the search on the revised teaser
  8. Does the revised teaser still keep the key selling points?If not: restore the lost point in a less identifying form and retest. Back to step 6.
  9. Produce a change list and the residual risk
  10. Banker approves release of the teaserThe agent waits here for your OK.
  11. Cleared teaser and anonymity report

How it decides

It counts how many companies match the teaser's facts in public sources and treats fewer than a set number of matches, or the true seller ranking first, as a failure to fix.

  • Require at least 15 plausible matches before clearing
  • Remove unique identifiers such as patents or named customers
  • Widen numeric ranges to at least 20%
  • Test with two or more search styles, including image and job board search

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Minimum match count (default 15)
  • Facts that may never be generalized
  • Search sources used
  • Width of numeric ranges (default 20%)

What keeps you in control

It always asks you first

  • Releasing the teaser to buyers

Hard limits

  • Never sends the teaser
  • Does not share seller facts outside the deal team
  • Keeps the search log private

It stops when

  • Done: the teaser is cleared and approved
  • Stop: the seller's key selling point cannot be kept without identifying them

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA teaser for a regional HVAC distributor named a 1998 founding year, $42 million revenue and a three-state footprint. The first search returned the company first of four. The agent changed 1998 to 'over 20 years', revenue to '$40 to $50 million' and 'three states' to 'a multi-state region'. The retest showed 27 matches with the seller ranked 19th. The banker approved release.

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