For PE Funds & Investors

Guaranteed marketing savings across portfolio companies.

Atocha helps PE funds and investors identify addressable savings across portfolio marketing investment, using Albert to create a repeatable evidence base and track delivery against agreed outcomes.

20–30%Target savings range
5 daysDiagnostic per company
EBITDADirect margin impact
100-dayValue creation aligned
RepeatableAcross portfolio
Portfolio value creation

Marketing investment is one of the largest, least-governed line items at most portfolio companies.

Atocha translates marketing investment into a board-level financial view — making addressable savings visible, scoring confidence, and committing to a guarantee before activation.

EBITDA Impact

Direct margin improvement

Savings flow directly to EBITDA. Atocha guarantees a defined level against agreed scope before any activation.

Repeatable

Standardised diagnostic model

One diagnostic framework, applied consistently across portfolio companies of different sizes, sectors, and operating models.

Governance

Marketing investment oversight

Board-grade reporting on working media, technology utilization, commercial structure, and operating-model alignment.

Speed

Five-day diagnostic target

A structured five-day diagnostic produces a defensible savings case, confidence score, and recommended guarantee.

Performance Safe

Guardrails before activation

KPI guardrails are agreed up front. The guarantee protects the savings level and the performance index simultaneously.

Partner-Enabled

Existing ecosystem retained

Existing agencies, internal teams, and technology partners are engaged to deliver the agreed improvements wherever possible.

Use cases

Five moments where Atocha is engaged.

A

Pre-acquisition diligence

An independent view of a target's marketing investment before close — addressable spend, confidence, and likely value-creation envelope.

B

100-day value creation plan

Built into the operating partner's first hundred days. Diagnostic in week one; guarantee committed; delivery underway by day ninety.

C

Portfolio-wide marketing efficiency review

A repeatable, comparable view across portfolio companies. Albert produces standardised metrics so funds can prioritise effort and capital.

D

Margin improvement without growth disruption

Performance guardrails are agreed before activation. Atocha protects the KPI index while delivering the agreed savings.

E

Board and investor reporting

One source of truth for marketing investment governance — addressable spend, working media, savings delivered, and performance protected.

Example diagnostic

$10M company, five days, $1.8M guarantee.

A representative mid-market portfolio company. The diagnostic produces an evidence-backed savings case across the four pillars — and a recommended guarantee for the partners to commit to.

  • Total marketing investment scoped and verified across platforms and partners
  • Addressable share isolated by contract, control, and data quality
  • Savings opportunity mapped to media, technology, commercial, and operating model
  • Confidence scored. Guarantee recommended. Performance guardrails agreed.
Sample · $10M portfolio company Illustrative
Total marketing investment$10,000,000
Addressable investment$8,400,000
Estimated savings opportunity$2,000,000
Guarantee range$1,600,000–$2,000,000
Recommended guarantee $1,800,000
Working media ratio 60% → 77.5%
Performance guardrail ●  Agreed KPI index maintained
Portfolio dashboard

One view across the fund.

Standardised metrics so a fund can compare, prioritise, and govern marketing investment across the portfolio.

Working Media Ratio
68.4%

Portfolio average, weighted by investment. +9.2 pts in the last twelve months.

Addressable Savings
$24.1M

Identified opportunity across all 12 companies. $21.4M committed under guarantee.

Performance Index
102.7

Weighted KPI index across portfolio. Performance protected against agreed guardrails.

For PE & Investors

Request a portfolio diagnostic.

Atocha will assess one company, a cohort, or the full portfolio — and show what level of addressable savings can be guaranteed before activation.