The raw material of investments, e.g. companies, start-up projects and business units differ significantly. Different industry sectors, different complexity degrees and specific success factors may mean loosing the overview on the best opportunities.

APMC assessment processes follow a standardised pattern divided in five phases:

1 – Definition of customer needs
In personal interviews with clients define the requirements to the assessment process with the client. Thereby clients have to decide which components shall be screened in more detail and in what dept, e.g. which data types shall be used for the assessment.

2 - Data Screening
All relevant data and information such as business plan, annual reports, auditors reports, investment proposals and – according the to assessment dept – external analysis documents are collected and systematically elaborated.

3 – Stakeholder interviews
The interviews and reviews with the all relevant stakeholders are an important step. We interview not only management teams and employees, but investors and potential customers as well. We may even organise mystery shoppers and focus groups to understand the market potential of a business idea.

4 - Assessment & Certification
After in-dept analysis of all relevant documents and stakeholder interviews the final assessment starts. Thereby we use the standardised APMC checklist, rate each item on a range 1 – 10 and add necessary comments to our assessment. Dependent on the risk – return profile we assess a specific risk – return rate which can be easily compared with other investment opportunities.

5 – Presentation of results
The standardised APMC Investment Certificates allow investors to gain a quick and targeted overview on the screened company. The most important insights and compatibility to the specific portfolio strategy are presented and explained to investors in personal presentations.