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Di MarcoCapital
Financial district skyline at dawn
Di Marco Capital

An independent practice

Your numbers.Clear decisions.Growth with control.

Di Marco Capital turns fragmented financial information into an independent diagnosis, quantified priorities and a defensible action plan.

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Remote-first · Correspondence-based

Who we work with

Three paths. One standard of evidence.

The firm serves individuals, small businesses and corporate decision-makers. Each path is scoped in writing, priced per engagement, and led directly by the founder.

I

Personal

Financial education and planning support

Structured, educational support for individuals who want to understand their own finances and make better-informed decisions.

  • Financial education and literacy sessions
  • Budgeting frameworks and cash-flow organisation
  • Debt organisation and repayment planning
  • Personal financial planning support
  • Beginner investment education (concepts, risk, costs)
  • Housing and retirement planning tools

Educational and planning support only — not personalised or regulated investment advice.

Request an initial assessment
II

Business / SME

Models, plans and analytical clarity

Analytical work for founders and small business owners who need defensible numbers behind a decision.

  • Business plans and written strategy documents
  • Financial models and scenario analysis
  • Budgets and cash-flow analysis
  • Reporting dashboards and KPI design
  • Market and competitive research
  • Valuation support for negotiations and fundraising
  • AI and workflow improvement in finance operations

Scoped per engagement, with assumptions disclosed in full.

Request an initial assessment
III

Corporate

Strategic finance and decision support

Independent analytical mandates for management teams and boards facing a defined decision.

  • Strategic finance analysis and capital allocation support
  • Due diligence support and model review
  • Business intelligence and reporting design
  • Market and sector research
  • M&A decision support
  • Tailored analytical mandates

Non-discretionary. The firm analyses and advises; the client decides.

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The firm

Founder-led · Independent

I

An independent, founder-led financial intelligence practice — combining classical financial rigour with modern analytical craft, and refusing to publish anything the evidence cannot support.

Di Marco Capital was founded on the conviction that serious decisions deserve serious thinking — delivered without commission, without conflict, and without the noise that dominates most financial commentary. Work is scoped in writing and signed by the founder.

I

Founded

2026

Established as an independent practice — no brokerage, custody or product-distribution relationships.

II

Mission

Clarity

Turn complex financial information into decisions that can be defended in writing.

III

Method

Evidence

Primary sources, disclosed assumptions and models available for review.

IV

Standard

Discipline

Integrity above outcomes. Independence of thought. Truth before scale — always.

Principles

Commitments the firm holds itself to — before any engagement begins.

  1. I.

    Independent thinking

    Founder-led and self-funded. No brokerage or product distribution. No third party pays for a conclusion.

  2. II.

    Transparent methodology

    Methodology is disclosed. Sources are cited. Assumptions are labelled. Forthcoming work is described as forthcoming.

  3. III.

    Evidence-led analysis

    Every claim traces to a source the reader can verify. Estimates are marked as estimates; opinion is marked as opinion.

  4. IV.

    Human review of AI-assisted work

    AI is an analytical instrument, never a source of conclusions. Every output that reaches a reader passes through human review.

  5. V.

    Confidentiality

    Mandates and correspondence remain private. Nothing about an engagement is disclosed without written consent.

PracticesFour disciplines

Four practices. One standard.

Research, valuation, strategy and applied intelligence — the same standard of evidence applied to each.

Working papers · Research practice

IWorking papers · Research practice

Research

Long-form analytical work on companies, sectors and cross-asset themes — written to be read, defended and revisited.

Valuation review · Analytical studio

IIValuation review · Analytical studio

Valuation

Fair-value analysis for private companies, small businesses and listed equities, with the workbook available for review.

Advisory correspondence · Practice

IIIAdvisory correspondence · Practice

Strategy

Counsel on a defined decision — capital structure, growth path, market entry or ownership transition. Non-discretionary, scoped in writing.

Applied research · Analytical systems

IVApplied research · Analytical systems

Applied Intelligence

Modern analytical and AI tooling used within the firm's research process and, on request, within a client's workflow — always under human review.

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Next step

Begin with a written brief.

A short description of the decision at hand is enough to establish whether the firm is the right party to help — and to decline where it is not.

Request an initial assessmentBook a consultationRead insights

Educational and informational content only. Nothing on this site is personalised investment, legal, tax or regulated financial advice.