🧠 Executive Summary
Ad Fraud Recovery addresses a mounting issue in digital marketing: ad fraud that silently siphons off large portions of PPC budgets. With global digital ad spend surpassing $600B, an estimated $88B is lost annually to fraudulent clicks and impressions. Existing solutions emphasize prevention, but fall short on enabling brands to recover past losses. This startup provides a full-stack recovery solution—leveraging advanced fraud detection and offering a turnkey claims service—to help businesses quantify, audit, and reclaim their wasted ad spend. Revenue is generated via a performance-based commission on successful recoveries. Tailored for in-house teams, performance marketing agencies, and CFOs tracking ROAS, the product transforms lost spend into reclaimed budget—especially compelling in today’s ROI-driven environment.
💡 Thesis
As digital ad spend intensifies and fraud vectors evolve, there’s a greenfield opportunity for a “Stripe Tax Recovery”-style SaaS—giving SMBs and mid-market brands a frictionless way to recover lost advertising ROI.
🔍 Problem Being Searched
Searches like “recover wasted PPC budget ad fraud” reflect a clear pain point and user awareness. Brands know they’re losing money, but lack clarity on how to quantify fraud, initiate claims, or hold ad networks accountable.
📌 Google Search Insight
A shift is underway: user interest is moving from fraud prevention tools to reimbursement and accountability.
“click fraud software” +40% YoY
“fight Facebook ad fraud” +53% YoY
“get PPC refund Google Ads” is a breakout term (Google Trends Q1 2024)
📣 X Search Highlights
“Facebook ad refund process” — confusion around submitting claims
“Google Ads click fraud” — recurring frustration from performance marketers
“Audit my PPC ad fraud” — rising demand for actionable tools
📣 Reddit Signals
In r/PPC:"80% of our retargeting was bots. We didn’t even know until it was too late." — u/performancepulse
r/marketing:"Has anyone actually got their money back from Google for invalid clicks?" — u/adbudgetghost
r/EntrepreneurRideAlong:"Building a tool to detect fraudulent clicks and show recoverable spend. Would anyone use this?" — u/founder_on_fire
🧬 Customer Problem & Value Proposition
PPC advertisers often spend tens of thousands monthly, yet lack deep visibility into invalid traffic draining that budget. Many are unaware they even qualify for refunds or credits. Existing fraud tools like ClickCease help prevent future losses but don’t offer retroactive analysis or direct claim submission.
→ Before: guesswork, limited tools, and clunky refund processes
→ After: streamlined detection, automated recovery, and full-service audit support
🎯 Ideal Customer
DTC brands spending $25K+/mo on Meta and Google
Performance marketing agencies managing 6–7 figure ad budgets
CFOs and CMOs accountable for ROAS optimization
🧰 Product Offer
Ad Fraud Recovery: Auditing-as-a-Service
Secure, read-only integrations with Meta and Google Ads
ML-powered anomaly detection on click pattern data
Monthly fraud reporting with estimated claimable losses
End-to-end claim filing and fund recovery on clients’ behalf
Real-time alerts via Slack + performance dashboard
Monetization Model:
Performance-based: 25–30% commission on funds recovered
Premium tier ($49–$199/mo): faster SLAs, deeper integrations
📊 Proof & Market Context
Ad Fraud Market
Digital ad fraud projected to reach $88B annually by 2025 (Juniper Research)
17% of 2023 ad traffic deemed non-human or suspicious (eMarketer)
Most SMBs remain unaware of ongoing fraud until a third-party audit reveals it
MarTech Landscape
Solutions like ClickCease, CHEQ, and TrafficGuard focus on blocking bad traffic upfront
Google and Facebook rarely issue proactive refunds; users must detect losses themselves
The market lacks tools offering hands-on recovery services and claims execution
🧩 The Market Gap
Detection ≠ Recovery.
What Stripe did for payment fee disputes and what MainStreet did for R&D credit recovery, no one has yet done for ad fraud reimbursement. This is the unclaimed operational layer between ad spend and actual ROI recovery.
⚔️ Competitive Landscape
Product | Focus | Strengths | Weaknesses
|
---|---|---|---|
ClickCease | Fraud prevention | Real-time blocking, Google-certified | No support for past spend recovery |
Ad fraud protection | Enterprise-grade analytics | Complex onboarding | |
Ad Fraud Recovery | Refund-as-a-service | Recovery-centric, pay-for-results model | Low brand awareness, trust build needed |
🚀 Go-To-Market Strategy
Phase 1
Launch “Free PPC Recovery Report” landing page
Conduct cold outreach to DTC CMOs and boutique growth agencies
Build foundational integrations with Google Ads and Meta Ads APIs
Phase 2
Publish case studies: e.g. “Recovered $12.4K in 10 days for a DTC watch brand”
Offer white-label version to PPC agencies
Launch detection alert widget and Slack notification bot
Phase 3
Release AI-powered waste estimation tool
Add Stripe payout rails for direct client refunds
Build public Fraud Insights Index segmented by vertical and channel
💡 Why Now
Ad budgets are under scrutiny in a tighter macro environment
Attribution on Meta and Google is weakening
ROAS pressure is shifting priorities from growth to efficiency
VCs are backing ROI- and retention-centric tools (a16z, Hustle Fund, etc.)
📈 Market Sizing
4M+ businesses advertise on Meta and Google
Estimated $88B in ad fraud losses (2023, Juniper)
Addressable recovery TAM: $8B–$16B (assuming 1–3% clawback potential)
🎯 Execution Plan
Time to MVP: 6–8 weeks
Tech stack: Node.js backend, Google Ads + Meta APIs, Stripe for payouts, Notion/Linear for ops
Team: 1 full-stack dev, 1 fractional PPC + GTM strategist
Growth loop: Site → email list → Chrome extension audit tool
📌 Analyst Take
Ad Fraud Recovery flips a frustrating marketing expense into a claims-based re-budgeting win. Like TurboTax for PPC waste, it helps marketers confront inefficiencies and unlock capital they've already spent. Recovery-as-a-service is an emerging category—and this team could define it.
🧠 Prepared Takeaway
"Fixing waste is recession-proof. In a margin-focused world, tools that optimize sunk costs—like ad fraud refunds—win cycles and loyalty." — Jamie Lin, Senior Market Analyst, Pinpoint Capital
🧭 Recommendations & Next Steps
✓ Build read-only Google/META ad account audit workflow
✓ Launch waitlist for “Free Fraud Report” beta
✓ Onboard 3 pilot agencies to demonstrate ROI
✓ Ship claim submission UI and payout tracking dashboard
📈 Insight ROI
Save 5–12% of ad budget per client
Earn 25–30% commission per verified recovery
Monthly analysis builds engagement and retention through habit formation