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.

Q-Cert Safe — ISO 9001 certified

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.

Document verification and evidence review

Evidence, not statements

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

Decision meeting, signing off a report

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.

Independent senior review

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 IRI™ 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°?

Contact us

06 — Scope

The 10 Pillars

  1. Financial Capacity

    Does the investor hold the capital and liquidity that real execution requires?

  2. Legal & Corporate Structure

    Is the corporate architecture functional, bank-acceptable and fit for the target jurisdiction and institutional counterparties?

  3. Tax Profile

    What is the true net ETR from the project through to the ultimate beneficiary?

  4. Compliance & Source-of-Funds Verification

    Can the investor and the funds pass institutional KYC/AML scrutiny without delay?

  5. Market & Investment Opportunity Analysis

    Is there a real, measurable and resilient investment opportunity?

  6. Capital Stack Engineering

    What is the optimal — and genuinely executable — capital mix?

  7. Risk Analysis & Geopolitics

    Where can the investment fail, with what probability and what impact?

  8. Digital Transformation & Infrastructure

    Can the chosen location and technology base support the business model?

  9. Human Capital & Labour Framework

    Is human capital available at the required cost and time?

  10. Exit Strategy & Investment Protection

    Have exit, liquidity and capital protection been designed before entry?

07 — The IRI™

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.

Client meeting or advisory session

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.

20+ Years of experience

230+ Mandates assessed, structured or supported

450+ Google Reviews 5★

€500M+ Project value under mandates

One of the six office hubs

6 Hubs

Map of the five countries

5 Countries

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

What clients say

Unedited reviews left on Google. The rating and the total are read live from the listing, not typed here.

Posted on Google Google
Paola Muharem profile picture
Paola Muharem
20/06/2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
In my line of work, I evaluate advisors as carefully as I evaluate investments. The criteria are simple: depth, integrity, and the ability to tell you what you need to hear — not what you want to hear. Aggelakakis & Associates passed all three. The 360° Protocol stood out immediately for its rigor. Ten weighted pillars, each one stress-tested, each one connected to the others. It reads like something built by someone who has seen real deals go wrong — and has spent years engineering a system to prevent it. What I appreciated most was the absolute absence of salesmanship. There was no pressure, no overselling. Just an honest, thorough analysis — and a genuine recommendation at the end of it. I have since referred two colleagues. Both reached out to thank me personally. World-class work. And good people.
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Daphne Gazezoglou profile picture
Daphne Gazezoglou
16/06/2026
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I came to Aggelakakis & Associates as a skeptic. We had worked with large consulting firms before — the kind that send you a 200-page report and disappear. What I found here was something I didn't expect: a methodology with genuine intellectual depth, and a person who actually cares about the outcome. The 360° Protocol is not a checklist. It's a philosophy. It forces you to look at an investment from every angle — legal, tax, geopolitical, exit — simultaneously, not sequentially. For someone operating across multiple markets, that holistic view is not a luxury. It's essential. What began as a professional engagement became something rarer: a real conversation between equals. I'm grateful for that. If you are serious about investing in Greece or the broader region, there is simply no better starting point.
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Joanne Poly profile picture
Joanne Poly
27/05/2026
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Honestly, I wasn't sure what to expect when I first reached out. Investing in Southern Europe from Australia felt like navigating in the dark — different legal systems, different culture, different risk language. Athanasios changed all of that within the first meeting. The 360° framework gave me something I'd never had before in cross-border investing: clarity. Not false confidence — actual, structured clarity. Every pillar they walked me through revealed something I hadn't thought about. The exit strategy section alone saved me from what could have been a very costly mistake. But honestly? What I remember most is the conversation after the formal session ended. That's when I knew this wasn't just consulting. This was someone who genuinely wanted to see me succeed. Five stars doesn't quite cover it.
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TELESERVICE SHOP EVOSMOS profile picture
TELESERVICE SHOP EVOSMOS
26/04/2026
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Σχεδίασαν ένα πλάνο για την εταιρία και το έφεραν εις πέρας με απόλ τη επιτ χία. Η επικοινωνία και η καθοδήγηση ήταν σ νεχής και αποτέλεσε το δ νατό σημείο της σ νεργασίας. Είναι επαγγελματίες πο ξέρο ν γνωρίζο ν το αντικείμενο.
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George Ypsi profile picture
George Ypsi
26/04/2026
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Η σ νεργασία μας ήταν ποδειγματική. Η ομάδα ανέλ σε τις ανάγκες, προετοίμασε έναν άρτιο πλάνο. Η κατάρτιση και η σ νέπεια πο επέδειξαν καθ’ όλη τη διάρκεια της διαδικασίας ήταν πραγματικά αξιοσημείωτη.
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Σωτήρης Ντόβας profile picture
Σωτήρης Ντόβας
26/04/2026
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Η καθοδήγηση για την αναβάθμιση της εταιρίας ήταν άψογη. Όλα τα στάδια της διαδικασίας ολοκληρώθηκαν στην εντέλεια, χωρίς καμία παρέκκλιση από τον αρχικό πλάνο. Η επαγγελματική το ς προσέγγιση μας έδωσε την απαραίτητη ώθηση για να γίνο με ανταγωνιστικοί.
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Noula Gialopoulou profile picture
Noula Gialopoulou
25/04/2026
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Η εμπειρία το ς και ο επαγγελματισμός το ς φάνηκε από την πρώτη στιγμή. Μας εξήγησαν με απλά λόγια τις προϋποθέσεις και τις ποχρεώσεις. Η προετοιμασία και ο σχεδιασμός σε σ νάρτηση με την στήριξη από την ομάδα και το αποτέλεσμα δικαίωσαν τις προσδοκίες μας.

Reviews and ratings provided by Google.

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.

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