Investment Readiness Protocol 360°

Capital is not lost at the end of the chain. It is lost inside the twilight zone.

The twilight zone is where the full picture has not yet been weighed, scored and documented. A structured investment readiness assessment framework — before the first capital move.

10 Pillars 400+ Control Points Investment Readiness Index™

Request the Executive Brief and a 30-Minute Screening Call

The initial call determines mandate suitability only. No score, recommendation or investment opinion is issued at this stage. Response within two business days.

Start the Preliminary Readiness Screening — a free and confidential first indication of readiness.

02 — Exposure

The cost of not knowing

Three recurring exposures arise when the full picture has not been weighed, scored and documented before the first binding move.

Unused tax incentives

ETR +18–22pp

€300–500k/year, unrecoverable.

No exit route

liquidity discount 15–30%

~€2.7–5.4M on an €18M project.

Eligible financing without documentation

20–50%

loss of the eligible budget in support.

Indicative risk exposures drawn from anonymised historical findings and hypothetical scenarios. They are not market indicators, statistical forecasts or estimates of any specific investment. The calculation method is delivered Pillar by Pillar, exclusively within a mandate.

03 — The Engine

The 360° Engine

Explore the 10 Pillars

The 360° converts documented evidence into a weighted 0–100 Investment Readiness Index™ across 10 Pillars — before the first binding capital move. Scoring is conducted under a written Separation Policy that separates assessment from implementation.

Evidence, not statements

Evidence submitted for each criterion is actively verified and cross-checked against primary sources and public registers.

One of five grades, from Go to No-Go

A documented decision, tied to explicit assumptions, sources and a date — not a guarantee of outcome.

No commercial pressure

A documented No-Go conclusion constitutes full performance of the assessment mandate.

04 — Distinction

What sets it apart

Who is assessed

Conventional transaction-led advisory

The company seeking capital or the transaction target.

The 360°

The investor and their deal — capital, structure, tax, compliance, market, financing, risk, infrastructure, people, exit.

When

Conventional transaction-led advisory

Once intent has already crystallised — and ‘no’ is expensive, political and hard to reverse.

The 360°

Before the first binding move — when ‘no’ costs an assessment fee, not a fortune.

Who gets paid for what

Conventional transaction-led advisory

In many transaction-led models, the adviser's remuneration depends substantially on completion. A negative conclusion may therefore terminate the revenue opportunity.

The 360°

Assessment and implementation are separated under a written policy. The mandate may properly conclude with a documented No-Go.
The governing principle
A documented No-Go is not a failed engagement. It is the mandate working exactly as designed.

05 — Method

How it works

Evidence is verified, not merely declared.

  1. Evidence Collection

    Evidence submitted for each criterion is actively verified and cross-checked against primary sources and public registers.

  2. Assessment

    Each Pillar is broken down into individual criteria, each scored on an explicitly defined 0–100 scale.

  3. Weighted Scoring

    Criteria aggregate into Pillar scores and the Index™ under predefined weighting factors.

  4. Remediation & Decision

    Findings are converted into a prioritised remediation plan and one of five decision grades. The assessment is subject to dual senior review under the four-eyes principle, with at least one reviewer being a Managing Partner.

Ready to put your own mandate through the 360°?

06 — Scope

The 10 Pillars

07 — The Index™

The Investment Readiness Index™

D (<45)

Critical — NO-GO

C (45–59)

Low — REDESIGN

B (60–74)

Moderate — CONDITIONAL GO, MANDATORY REMEDIATION

A (75–89)

High — GO, LIMITED CONDITIONS

S (90–100)

Excellent — GO

The score expresses the documented level of investment readiness under the assumptions, evidence and conditions applicable on the assessment date. It is not a guarantee of outcome.

08 — Mandate fit

Who it is for

A private investor with no committee behind them. A family office reading one decision file. A fund adding a layer of scrutiny before its own. A bank or law firm referring what it cannot assess alone.

Who it isn't for

Not every mandate is accepted. Fit is assessed before engagement begins.

The Private Investor & The Entrepreneur

An external, structured decision safeguard before the binding move.

Family Offices & Boards

A family office requiring one consolidated, decision-ready file.

Funds & Institutional Managers

A distinct layer of scrutiny before your own committee.

Banks, Audit & Law Firms

For cases outside the scope of your own mandate, the 360° provides a distinct investment-readiness layer to which the client can be referred.

Not for

Requests solely for subsidies, without an investment strategy · Investments below €250,000, absent a specific strategic exception · Investors unable to evidence UBO, source of funds or basic financials · Cases seeking a predetermined positive conclusion.

20+ Years of experience

230+ Mandates assessed, structured or supported

450+ Google Reviews 5★

€500M+ Project value under mandates

6 Hubs

5 Countries

Six hubs, five countries. One assessment framework, calibrated jurisdiction by jurisdiction.

10 — Preliminary Readiness Screening

A free, confidential first indication of readiness

A self-service, three-minute self-declaration across 10 questions. No hard stop, no rejection screen — every profile completes the screening and receives its zone. Only Pillar 01 (Financial Capacity) is shown in open detail; Pillars 02–10 appear in structure only, unlocked within a full 360° mandate.

Start the Preliminary Readiness Screening — a free and confidential first indication of readiness.

The Preliminary Readiness Screening is a free preliminary orientation tool based on self-declared information. It does not constitute an assessment, a score, or the Investment Readiness Index™ (IRI™), which is produced exclusively through the full 360° Protocol on the basis of documented evidence. It does not constitute legal, tax or audit advice and does not guarantee approval, financing or decisions by any authority.

11 — Institutional boundaries

What the 360° does not do

It is not a legal, tax or audit opinion — such opinions are issued, where required, by external certified professionals. It does not guarantee approval of financing, subsidies or permits, nor an investment outcome. It does not replace asset- or transaction-specific due diligence. A framework that knows precisely what it does not do is the only one that can tell you, credibly, what it does.

Peace of mind before capital.

Request the Executive Brief and a 30-Minute Screening Call

The initial call determines mandate suitability only. No score, recommendation or investment opinion is issued at this stage. Response within two business days.

Start the Preliminary Readiness Screening instead
Request the Executive Brief