INSTITUTIONAL ASSESSMENT

Know why investors may say no—before they do.

APT reviews your pitch through an institutional decision-making lens, identifies the risks most likely to stop progression, and gives you a prioritized correction plan.

24-hour deliveryConfidential review100-point scoreDecision-focused
FREE INVESTOR REJECTION PRE-CHECK

Three minutes. One immediate warning signal.

Answer eight focused questions and receive an indicative 100-point readiness score plus the area most likely to create investor friction. No documents or payment details required.

Calculate my result
Immediate resultSee your preliminary risk level on screen.
Email summaryKeep your score and highest-risk area.
Private by designFirst-party source tracking; no analytics cookies.
SELECT YOUR ASSESSMENT

Choose the level of support you need.

Both options apply APT’s institutional review framework. The Executive package adds deeper recommendations and a private review call.

Essential Assessment

$99 USD · ONE-TIME
  • 100-point institutional score
  • Five principal rejection risks
  • Prioritized correction plan
  • Branded written report
  • 24-hour delivery
Select Essential — $99

Payment is required before review begins. After checkout, return to this page and complete the secure client intake below.

01

Purchase

Choose the assessment package and complete secure payment through Stripe.

02

Submit

Provide your context and upload the materials you want assessed.

03

Receive

Receive an institutional score, five rejection risks and a correction plan.

THE DELIVERABLE

A clear investor-readiness decision.

Six weighted dimensions assess clarity, market timing, traction, financial credibility, execution capacity and transaction readiness.

View a Sample AssessmentIllustrative fictional company. No client information is included.
100POINT INSTITUTIONAL SCOREFive principal rejection risks
Prioritized correction plan
Investor positioning recommendation
SECURE CLIENT INTAKE

Begin your assessment.

After completing payment, submit your company information and assessment materials through the secure APT intake.

◆ CONFIDENTIAL SUBMISSION

Your materials. Handled with discretion.

Use APT’s private, branded intake to provide your investment context and upload the documents required for review. No Google account or third-party form is required.

01Complete payment for Essential or Executive.
02Provide the investment context and upload your assessment materials.
03APT validates the submission and starts the 24-hour review.
Open APT Client IntakeEncrypted transfer · Private document storage · Restricted APT review access
BEFORE YOU BEGIN

Clear expectations from the start.

When does the 24-hour period begin?

After payment has been verified and APT has received all required information and documents.

What should I submit?

Your current pitch deck or investment proposal, plus available financial projections, business plan or supporting evidence.

Does the assessment guarantee funding?

No. It identifies decision risks and corrective priorities; it does not guarantee investor acceptance, financing or any transaction outcome.

What happens with an Executive package?

You receive the expanded assessment and APT arranges a private 30-minute review call after delivery.

CLIENT INFORMATION

Clear terms. Confidential handling.

Privacy Policy

Effective 21 July 2026. APT Advisory GmbH, Zug, Switzerland is responsible for personal data processed through this service. Contact: contact@aptadvisory.ch.

Data and purposes

APT may process contact and professional details, company and transaction information, pre-check and assessment answers, uploaded documents, correspondence, payment status and transaction references, and limited source information required to operate, improve and secure the service. Card details are processed by Stripe and are not stored by APT. Information is used to provide requested results, verify purchases, perform and deliver assessments, communicate with the client, measure first-party source effectiveness, maintain security and comply with legal obligations.

Optional follow-up

When a visitor expressly opts in, APT may send a short investor-readiness follow-up series. Consent is optional and may be withdrawn at any time by contacting APT. The requested pre-check result is sent independently of this choice.

Providers, transfers and retention

APT uses specialist providers for payments, document storage, hosting and communications, including Stripe and Resend. Information may be processed outside Switzerland under applicable contractual and legal safeguards. It is retained only as long as reasonably necessary for the service, client relationship, security and legal obligations.

Analytics and your rights

The portal does not load Google Analytics or use analytics cookies. APT uses first-party campaign parameters to understand which organic sources produce pre-check submissions. APT does not send names, email addresses or assessment documents to third-party analytics. Subject to applicable law, individuals may request access, correction, deletion, restriction or further information by contacting APT. A concern may also be raised with the Swiss Federal Data Protection and Information Commissioner.

Terms of Service

APT provides a personalized, independent capital-readiness assessment based on the materials supplied by the client. The client confirms that the information is accurate to the best of its knowledge and that it is authorized to submit it.

Delivery and scope

The stated 24-hour period begins only after payment is verified and a complete, accessible submission is received. Missing, inaccessible or unusually extensive materials may pause the timetable. The assessment does not constitute legal, tax, accounting, investment or regulated financial advice and does not guarantee funding, valuation, investor acceptance or transaction completion.

Use and governing law

The client retains ownership of submitted materials. APT retains its methodologies, templates and know-how. The report is licensed to the purchasing client for internal business use. To the extent permitted by law, APT is not liable for indirect or consequential loss or for decisions based on incomplete or inaccurate client information. Swiss law applies, with jurisdiction in Zug, subject to mandatory law.

Refund Policy

APT assessments are personalized professional services. A cancellation may be requested before APT begins reviewing the submitted materials. If accepted, the amount received will be refunded less non-refundable processing charges where legally permitted.

Once analysis or report preparation has started, the service is normally non-refundable, subject to mandatory consumer law. If APT cannot provide the purchased service for reasons attributable to APT, the client may choose a revised delivery arrangement or a full refund of the undelivered service. Requests should be sent to contact@aptadvisory.ch with the purchaser name, payment reference and package.