CAPITAL ALLOCATION OS · ENTERPRISE

The operating system for marketing capital allocation.

ROI Monitor is the AI-powered decision intelligence platform that lets enterprise leaders validate, prioritize, allocate and evaluate every marketing investment against measurable business impact.

$4.2B
Capital under model
+37%
Avg. allocation
92%
Causation confidence
ALLOCATION CONSOLE · LIVE
Q4 · FY26
Premium SparklingConnected TV
+18.4%REALLOCATE↑
Functional HydrationRetail Media
+12.1%MAINTAIN
Heritage LagerOut-of-Home
−7.2%REDEPLOY↓
Plant-Based SnackInfluencer
+24.6%SCALE↑
Roast CoffeeSearch
+3.1%MAINTAIN
Portfolio ROC3.84×
Trusted by capital allocators across Food & BeverageN=240+ enterprises
DanoneHeinekenBimboKinderWrigleyCoca ColaSchweppesSara Lee
The institutional problem

Marketing is the last unallocated line on the enterprise balance sheet.

CFOs allocate capital with rigor across every other category, supply chain, R&D, M&A. Marketing remains opinion-driven, attribution-trapped and disconnected from enterprise value.

$1.8T

Global advertising and marketing spending in 2024.

Source: PQ Media, 2025

48%

Of senior marketing leaders cannot prove marketing's contribution to business outcomes.

Source: Gartner, 2024

25%

Of marketing spend evaporates due to systemic measurement and signal failures.

Source: DemandScience, 2025

$27B

Wasted annually in non-transparent programmatic supply chains.

Source: ANA, 2025

The capital allocation lifecycle

Four operating loops. One closed system of decision intelligence.

ROI Monitor replaces fragmented dashboards with a single institutional workflow that compounds learning across every cycle.

01 / VALIDATE

Pre-investment validation

Stress-test every marketing initiative against business-impact thesis before capital is committed. Replace opinion with causation.

02 / PRIORITIZE

Allocation intelligence

AI-ranked portfolio of initiatives by expected return on capital, strategic fit, and risk-adjusted contribution to enterprise value.

03 / ALLOCATE

Capital deployment

Move capital across brands, channels, geographies and time horizons with auditable, board-ready decision rationale.

04 / EVALUATE

Post-investment evaluation

Measure realized impact against the original thesis. Close the loop. Compound institutional learning across every cycle.

Capital allocation flow visualization
Causation graph · live
Embedded intelligence

AI as strategic infrastructure, not a chatbot bolted onto a dashboard.

The Decision Intelligence Layer models causal contribution, simulates allocation scenarios, and surfaces board-ready rationale for every recommendation. Built on a proprietary capital-flow ontology developed with PE operators and CFOs.

  • Causation modeling across paid, earned, owned and trade
  • Scenario simulation: capital, geography, time horizon
  • Auto-generated board narratives & investment memos
  • Continuous re-allocation triggers with full audit trail
Vertical focus, Food & Beverage

Built for the most capital-intensive marketing portfolios in the world.

F&B leaders allocate the largest marketing budgets on the planet, against fragmented portfolios, trade complexity, regional P&Ls and decades-old measurement debt. We built ROI Monitor for them first.

Brands & Producers
Premium, mainstream, on-trade
Retail
Online and Off-line CPG
Franchise
Central and local operations
Hospitality
Commercial and non-commercial or institutional
Food and beverage supermarket aisle
Executive boardroom
Executive perspective
“For the first time, marketing capital is treated with the same discipline as M&A. The board no longer asks whether the investment worked, they ask which allocation loop produced the value.”
Group CFO
Top-10 Global Beverage Portfolio
Executive briefing

Convene your CFO, CMO and CEO around a single allocation thesis.

A 60-minute boardroom-grade session with the ROI Monitor Strategy Office. Not a sales demo, a working diagnostic of your current allocation discipline.