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Di MarcoCapital
Case Studies

Illustrative engagements.

Representative examples of how the firm structures work. These are illustrative and anonymised — they describe method and deliverable, not named clients or claimed results.

Type
Illustrative examples
Clients
Not disclosed
Outcomes
Not claimed
Standard
Truth before scale

Important: the engagements below are illustrative examples of scope and method. They are not case records of specific clients, and no performance, outcome or result is claimed or implied.

  • Audience · Personal

    Organising household finances before a first property purchase

    Illustrative example

    Challenge

    An individual holding several consumer debts wants to understand whether a property purchase is realistic, and on what timeline.

    Approach

    A structured review of income, fixed costs and debt schedule; an educational walkthrough of amortisation, total cost of credit and deposit requirements; scenario modelling at different savings rates.

    Deliverable

    A written planning document with a repayment sequence, a savings schedule and clearly stated assumptions — framed as education and planning support, not investment advice.

  • Audience · Business / SME

    Cash-flow model and budget for a growing service business

    Illustrative example

    Challenge

    A small business owner cannot tell whether hiring two additional staff is affordable within the next four quarters.

    Approach

    A three-statement operating model built from primary accounting data, with monthly cash-flow granularity, hiring scenarios and sensitivity to collection delays.

    Deliverable

    A reviewable model workbook, a one-page budget summary and a written note setting out the assumptions most likely to be wrong and how to monitor them.

  • Audience · Business / SME

    Valuation support ahead of a shareholder negotiation

    Illustrative example

    Challenge

    Two co-owners need an independent view of value before agreeing terms for a partial buy-out.

    Approach

    Discounted cash flow triangulated with market multiples and, where available, precedent transactions; sensitivities run on the assumptions most likely to be contested.

    Deliverable

    A signed fair-value analysis with a full methodological appendix and the workbook made available for independent review by both parties' advisers.

  • Audience · Corporate

    Market and sector research for an entry decision

    Illustrative example

    Challenge

    A management team is evaluating whether to enter an adjacent market and needs an evidence base rather than a narrative.

    Approach

    Primary-source market sizing, competitive mapping, regulatory scan and demand-side interviews, with every figure traced to a citable source.

    Deliverable

    A written research memorandum stating what the evidence supports, what it does not, and which questions remain open before capital is committed.

  • Audience · Corporate

    Due diligence support and model review

    Illustrative example

    Challenge

    A board has received a seller-prepared model and needs an independent check before proceeding.

    Approach

    Line-by-line model review, reconstruction of key schedules, testing of growth and margin assumptions against external evidence, and documentation of every difference found.

    Deliverable

    A review memorandum listing corrected mechanics, contested assumptions and the resulting range — with the firm's own working file provided.

  • Audience · Corporate

    AI-assisted research workflow, under human review

    Illustrative example

    Challenge

    An internal team wants to accelerate routine research without accepting model-generated conclusions.

    Approach

    Task-specific tooling selected for retrieval and summarisation only; a documented review step in which the analyst verifies each source; explicit records of where a human overruled the system.

    Deliverable

    A documented workflow, a reviewer checklist and a written statement of the tooling's limitations for disclosure alongside any output it informs.

Discuss a comparable engagement.

Describe the decision you are facing and the firm will tell you whether it can help — and how the work would be scoped.

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