Unused tax incentives
ETR +18–22pp
€300–500k/year, unrecoverable.
02 — Exposure
Three recurring exposures arise when the full picture has not been weighed, scored and documented before the first binding move.
ETR +18–22pp
€300–500k/year, unrecoverable.
liquidity discount 15–30%
~€2.7–5.4M on an €18M project.
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.
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 submitted for each criterion is actively verified and cross-checked against primary sources and public registers.

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

A documented No-Go conclusion constitutes full performance of the assessment mandate.
04 — Distinction
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.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.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.A documented No-Go is not a failed engagement. It is the mandate working exactly as designed.
05 — Method
Evidence is verified, not merely declared.
Evidence submitted for each criterion is actively verified and cross-checked against primary sources and public registers.
Each Pillar is broken down into individual criteria, each scored on an explicitly defined 0–100 scale.
Criteria aggregate into Pillar scores and the IRI™ under predefined weighting factors.
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
Does the investor hold the capital and liquidity that real execution requires?
Is the corporate architecture functional, bank-acceptable and fit for the target jurisdiction and institutional counterparties?
What is the true net ETR from the project through to the ultimate beneficiary?
Can the investor and the funds pass institutional KYC/AML scrutiny without delay?
Is there a real, measurable and resilient investment opportunity?
What is the optimal — and genuinely executable — capital mix?
Where can the investment fail, with what probability and what impact?
Can the chosen location and technology base support the business model?
Is human capital available at the required cost and time?
Have exit, liquidity and capital protection been designed before entry?
07 — The IRI™
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
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.

An external, structured decision safeguard before the binding move.
A family office requiring one consolidated, decision-ready file.
A distinct layer of scrutiny before your own committee.
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

6 Hubs

5 Countries
Six hubs, five countries. One assessment framework, calibrated jurisdiction by jurisdiction.
Unedited reviews left on Google. The rating and the total are read live from the listing, not typed here.
Reviews and ratings provided by Google.
11 — Institutional boundaries
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.
Last updated: 3 August 2026
This policy explains how we collect, use, share and protect personal data in connection with the Investment Readiness Protocol 360°, the Preliminary Readiness Screening and any enquiry made through this site. It is written to meet Regulation (EU) 2016/679 (the General Data Protection Regulation, “GDPR”) and Greek Law 4624/2019.
An investment readiness assessment is document-intensive by nature. Please read section 3 carefully: it describes the categories of material we ask for, and section 5 explains how we handle the sensitive checks that anti-money-laundering law requires of us.
Aggelakakis & Associates · Global Group (“we”, “us”, “our”) is the data controller for the processing described here. We operate advisory hubs in Athens, Thessaloniki, Munich, New Jersey, Mumbai and Melbourne.
For any question about this policy, or to exercise the rights described in section 12, write to readiness@aggelakakis.gr with “Data protection” in the subject line.
This policy covers personal data processed through this website, through the Preliminary Readiness Screening, during the assessment of whether a mandate is suitable, and during the performance of an accepted mandate. It does not cover the separate privacy practices of any third party whose site we link to.
Data you provide directly:
We rely on the following bases under Article 6(1) GDPR:
Sanctions, politically-exposed-person and adverse-media screening can reveal data relating to criminal convictions or offences, alleged offences, or in rare cases political opinions. We process such data only to the extent required to discharge our legal obligations, on the basis of Article 10 GDPR read with Article 9(2)(g) where applicable, and under the conditions set out in Greek Law 4624/2019. Access is restricted to the assessment team and the reviewing Managing Partner.
The Investment Readiness Index™ is calculated from criterion scores using predefined weighting factors. The score is not, however, produced by automated means alone: every assessment is subject to dual senior review under the four-eyes principle, with at least one reviewer being a Managing Partner, and the decision grade is theirs. We therefore do not carry out decision-making based solely on automated processing within the meaning of Article 22 GDPR, and we do not profile you for marketing purposes.
We do not sell personal data, and we do not share it for anyone else’s marketing. We disclose it only to:
Our hubs in New Jersey, Mumbai and Melbourne sit outside the European Economic Area. Where personal data is transferred to them, or to a processor outside the EEA, we rely on an adequacy decision of the European Commission where one exists, and otherwise on the Commission’s Standard Contractual Clauses together with a transfer impact assessment and any supplementary technical measures that assessment identifies. A copy of the safeguards in place is available on request.
We retain personal data only for as long as the purpose requires, and then delete or anonymise it:
We apply access control on a need-to-know basis, encryption in transit, secure document exchange rather than ordinary email attachments for mandate material, written confidentiality undertakings binding every person on the assessment team, segregation of assessment from implementation under our Separation Policy, and dual senior review of conclusions. We review these measures periodically and after any material change to our systems.
Subject to the conditions and exceptions in the GDPR, you have the right to:
Write to readiness@aggelakakis.gr. We respond within one month, extendable by two further months for complex or numerous requests, in which case we will tell you within the first month and explain why. We may need to verify your identity before acting.
If you are not satisfied, you may lodge a complaint with the Hellenic Data Protection Authority (Αρχή Προστασίας Δεδομένων Προσωπικού Χαρακτήρα), 1–3 Kifissias Avenue, 115 23 Athens, www.dpa.gr — or with the supervisory authority of the EU Member State where you live or work.
You are not obliged to give us personal data. However, identification, beneficial ownership and source-of-funds evidence are conditions of accepting any mandate, both under law and under our own methodology. Where that evidence cannot be provided, we are unable to open or continue an engagement — which is why “investors unable to evidence UBO, source of funds or basic financials” fall outside the scope of the Protocol.
We may update this policy to reflect changes in law, in our services or in our systems. The date at the top shows when it was last revised. Where a change materially affects how we use your data, we will bring it to your attention directly.
Last updated: 3 August 2026
These terms govern your use of this website and of the material describing the Investment Readiness Protocol 360°. By using the site you accept them. If you do not accept them, please do not use the site. The site is operated by Aggelakakis & Associates · Global Group.
Everything on this site is provided for general information about our methodology. It does not constitute legal, tax, audit, accounting, investment or financing advice, and it must not be relied upon as such. It is not an offer, a solicitation, a recommendation or an inducement to acquire, dispose of or subscribe for any investment, security or interest, in any jurisdiction.
Nothing on this site creates a client relationship. A relationship arises only under a signed engagement letter.
The Screening is a free preliminary orientation tool based on self-declared information that we do not verify. It does not constitute an assessment, a score, or the Investment Readiness Index™. It does not constitute legal, tax or audit advice and does not guarantee approval, financing or a decision by any authority. Only Pillar 01 is shown in open detail; Pillars 02–10 appear in structure only and are unlocked within a full mandate.
The IRI™ expresses the documented level of investment readiness under the assumptions, the evidence and the conditions applicable on the assessment date. It is a statement about the state of preparation of a specific investor and a specific deal at a specific moment, tied to explicit assumptions, sources and a date.
It is not a valuation, a credit rating, an audit opinion, a fairness opinion, a legal or tax opinion, a forecast of returns, or a prediction of any outcome. It does not replace asset-specific or transaction-specific due diligence. Scores obtained on one date do not carry forward: circumstances, law and markets change.
Assessment and implementation are separated under a written policy. A documented No-Go conclusion constitutes full performance of the assessment mandate; it is not a failure to deliver and does not reduce or refund the assessment fee. This separation is the basis on which the conclusion can be relied upon as independent.
We do not guarantee the approval of financing, subsidies, permits, licences or residence rights, nor the decision of any bank, fund, authority or counterparty, nor the commercial success of any investment. All investment carries risk, including the risk of total loss of capital.
Not every mandate is accepted. We assess fit before an engagement begins and may decline without giving reasons. We do not accept requests solely for subsidies without an investment strategy, investments below €250,000 absent a specific strategic exception, investors unable to evidence ultimate beneficial ownership, source of funds or basic financials, or cases seeking a predetermined positive conclusion.
All content on this site, the Protocol methodology, the Pillar structure, the control points, the weighting model, the report formats and the Investment Readiness Index™ and IRI™ marks are the property of Aggelakakis & Associates · Global Group or its licensors, and are protected by copyright, trademark and trade-secret law.
You may view the site and print or download extracts for your own internal, non-commercial reference. You may not otherwise reproduce, republish, adapt, distribute, licence, sell or exploit any part of it, nor remove any proprietary notice, without our prior written consent.
You agree not to:
You are responsible for the accuracy, completeness and lawfulness of everything you submit, and you confirm that you are entitled to disclose it to us. We treat mandate material as confidential and handle personal data as described in our Privacy Policy. Please do not send us material you are not permitted to share, and do not send sensitive documents through unsecured channels when a secure exchange has been provided.
Where we link to a third-party site, we do so for convenience. We do not control those sites, do not endorse them, and accept no responsibility for their content, their accuracy or their privacy practices.
We do not warrant that the site will be uninterrupted or error-free. We may change, suspend or withdraw all or part of it, temporarily or permanently, without notice.
To the fullest extent permitted by law, we exclude liability for any loss of profit, loss of opportunity, loss of anticipated saving, loss of goodwill, or any indirect or consequential loss, arising from your use of this site or from reliance on its content. Nothing in these terms excludes or limits liability for death or personal injury caused by negligence, for fraud or fraudulent misrepresentation, or for any liability that cannot lawfully be excluded.
Our liability in connection with an accepted mandate is governed by the engagement letter for that mandate, not by these terms.
These terms, and any dispute or claim arising out of or in connection with them or their subject matter, are governed by Greek law. The courts of Thessaloniki have exclusive jurisdiction, save that if you are a consumer you retain the protection of the mandatory provisions of the law of your country of residence and may bring proceedings there.
We may revise these terms at any time; the version published here governs your use of the site. If any provision is held invalid, the remainder continues in effect. Questions about these terms may be sent to info@aggelakakis.gr.
Last updated: 3 August 2026
This policy explains the cookies and similar technologies used on this site, what each is for, and how to control them. It should be read with our Privacy Policy. We apply Article 5(3) of the ePrivacy Directive as transposed into Greek law, and the consent standard of the GDPR.
A cookie is a small text file placed on your device by a website. Similar technologies — local storage, session storage and pixels — achieve comparable results. Throughout this policy “cookie” covers all of them.
We keep this deliberately short, and it reflects the site as it stands today:
The site loads the Ubuntu typeface from Google Fonts (fonts.googleapis.com and fonts.gstatic.com). Making that request discloses your IP address and browser details to Google, which may process them outside the European Economic Area. Google does not set a cookie for this request. If you would prefer no request to leave your browser at all, the typeface can be served from our own servers instead — write to us and we will arrange it.
Should we later add analytics, embedded video or a mapping service, this section will be updated to name each provider before it is enabled.
On your first visit a banner asks whether you accept non-essential cookies. You can accept or decline, and declining leaves the site fully usable — nothing on this page is gated behind consent.
To change your answer later, clear this site’s data in your browser; the banner will appear again on your next visit. You can also block or delete cookies through your browser settings, and most browsers offer a private-browsing mode that discards them when the window closes. Blocking strictly necessary cookies may stop parts of the site from working.
We update this policy whenever the technologies on the site change. The date at the top shows when it was last revised.
Stage 1 · Front door
It has been logged and forwarded to the team. We will contact you within two business days to arrange a 30-minute call.