I
Practice I
Research
Long-form analytical work on companies, sectors and cross-asset themes — written to be read, defended and revisited. The firm publishes selectively rather than continuously.
Di Marco Capital
IndependentFounder-led
A new institutional practice
IndependentFinancial Intelligencefor Better Decisions.
Research, valuation and strategic counsel for investors, boards and operators — held to a single standard: truth before scale.
Remote-first · Correspondence-based
Truth before scale
The Firm
Founder-led · Independent
I
A short portrait of the house — its founding intent and the principles by which it operates.
An independent, founder-led financial intelligence practice — combining classical financial rigor with modern analytical craft, and refusing to publish anything the evidence cannot support.
Di Marco Capital was founded on the conviction that serious capital deserves serious thinking — delivered without commission, without conflict, and without the noise that dominates most financial commentary. The firm publishes selectively and only what it is willing to defend in writing.
I
Founded
2026
Established as an independent research practice — free of brokerage, custody or product conflicts.
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Mission
Clarity
Turn complex financial information into decisions that can be defended in writing — for founders, boards and allocators.
III
Vision
Evidence
A practice where every consequential recommendation is grounded in independent, evidence-led analysis rather than narrative.
IV
Principles
Discipline
Integrity above outcomes. Independence of thought. Analytical precision. Truth before scale — always.
Principles
Five commitments the firm holds itself to — before any engagement begins.
- I.
Independent Thinking
Founder-led, self-funded, free of brokerage or product distribution. No third party pays for a conclusion.
- II.
Transparency
Methodology is disclosed. Sources are cited. Assumptions are labelled. Forthcoming work is described as forthcoming.
- III.
Evidence-Based Analysis
Every claim traces to a source the reader can verify. Estimates are marked as estimates. Opinion is marked as opinion.
- IV.
Intellectual Honesty
We say “we don’t know” when we don’t. When we are wrong, we correct the record on the same page with the same prominence.
- V.
Truth Before Scale
No invented offices. No borrowed logos. No fabricated statistics. The firm grows only in proportion to what is verifiably true about it.
PracticesFour disciplines
Four practices. One standard.
Research, Valuation, Strategy and Applied Intelligence — each led by the founder and scoped to the specific mandate.
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Practice II
Valuation
Fair-value opinions on listed equities, private companies and pre-revenue enterprises — prepared for boards, shareholders and their counsel, with the workbook available for independent review.
III
Practice III
Strategy
Counsel to boards, founders and shareholders on a defined decision — capital structure, growth, market entry or ownership transition. Non-discretionary. Scoped in writing.
IV
Practice IV
Applied Intelligence
Modern analytical and AI tooling used within the firm's own research process — and, on request, within a client's internal decision workflow. Every output passes through human review.
Di Marco Capital · Independent · Advisory · Non-discretionary
Read the practices in fullPublications
Forthcoming from the desk.
The publications index is deliberately empty at launch. Research will be added here as it is written, reviewed and signed. Nothing on this website is presented as a completed archive the firm does not yet possess.
Editorial Standards
Governance
The four pillars that govern every mandate.
I
Independent Research
Every analysis is originated, funded and published without commission or third-party influence.
II
Evidence-led Analysis
Conclusions follow from data, primary sources and auditable models — not narrative or consensus.
III
Conflict-free Advice
No brokerage, custody, product distribution or transactional cross-sell. The client is the only interest.
IV
Correction over Comfort
When the firm is wrong, the record is corrected on the same page — never quietly amended or removed.
What to expect
What a client can reasonably expect from the firm.
A standard built for consequential decisions.
I.
Independent by construction
Founder-led and self-funded. No brokerage, product-distribution or commission relationships. The only interest we hold is the conclusion itself.
II.
Evidence over narrative
Every claim traces to a source the reader can verify. Estimates are labelled as estimates. Opinions are labelled as opinions.
III.
Auditable methodology
Models are shared on request. Assumptions are disclosed. When our view changes, we correct the record on the same page with the same prominence.
IV.
Discretion by default
Mandates and correspondence remain private. Nothing about a client engagement is disclosed, cited or referenced without written consent.
Engagement
Every engagement begins with a direct discussion with the founder.
Correspondence is preferred to conversation. A written brief allows the firm to assess whether it is the right party to advise on the question at hand — and to decline where it is not.