Essential Assessment
$99 USD · ONE-TIME
- 100-point institutional score
- Five principal rejection risks
- Prioritized correction plan
- Branded written report
- 24-hour delivery
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
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.
Executive Assessment
$249 USD · ONE-TIME
- Everything in Essential
- Recommended investor positioning
- Expanded correction priorities
- 30-minute private APT review call
- 24-hour delivery
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.
100POINT INSTITUTIONAL SCOREFive principal rejection risks
Prioritized correction plan
Investor positioning recommendation
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.
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.
Service provided by APT Advisory GmbH, Zug, Switzerland. Submitted materials are reviewed solely for the purpose of preparing the purchased assessment.
This service is an independent capital-readiness assessment and does not constitute legal, tax, accounting, investment or regulated financial advice. APT does not guarantee fundraising, financing, investor acceptance or any transaction outcome.
CLIENT INFORMATION
Clear terms. Confidential handling.
Privacy Policy
Effective 16 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, assessment answers, uploaded documents, correspondence, payment status and transaction references, and limited technical information required to operate and secure the service. Card details are processed by Stripe and are not stored by APT. Information is used to verify purchases, perform and deliver the assessment, communicate with the client, maintain security and comply with legal obligations.
Providers, transfers and retention
APT uses specialist providers for payments, forms, document storage, hosting and communications, including Stripe and Google Workspace. 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 secure assessment portal does not load Google Analytics or use analytics cookies. APT does not send names, email addresses or assessment documents to 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.