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Di MarcoCapital
Services

Analytical work, scoped in writing.

Three audiences, four practices, one standard of evidence. Every engagement is defined in writing before work begins.

Audiences
Personal · Business · Corporate
Practices
Research · Valuation · Strategy · Applied Intelligence
Mandate
Non-discretionary
Standard
Truth before scale

Entry engagement

DMC Financial Snapshot™

Most engagements begin with a fixed-scope diagnostic: a structured review of your financial position, normalised earnings and the two or three decisions that matter most. It is the fastest way to establish a shared, defensible baseline before any larger mandate is discussed.

See what it coversRequest an initial diagnostic

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.

Request an initial assessment

The four practices

Practice I

I

Research

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

Methodology

First-principles inquiry from primary sources. Every claim is traceable. Estimates are labelled as estimates; opinion is labelled as opinion. The firm publishes selectively rather than continuously.

Process

  1. 01

    A written brief scopes the question the reader is trying to decide.

  2. 02

    Primary sources are gathered, catalogued and cited before conclusions are drawn.

  3. 03

    A working model, where relevant, is built and stress-tested before the note is written.

  4. 04

    The final document is signed by the founder and issued with methodology and limitations disclosed.

Analytical standards

No commissioned coverage. No paid amplification. When a conclusion is revised, the record is corrected on the same page with the same prominence.

Scope

  • Sector and market research
  • Thematic memoranda
  • Competitive analysis

Practice II

II

Valuation

Fair-value analysis for private companies, small businesses and listed equities — prepared for owners, boards and their counsel.

Methodology

Discounted cash flow, market multiples and precedent transactions applied together rather than in isolation. Assumptions are disclosed in full and the workbook is made available for independent review.

Process

  1. 01

    The valuation question is defined in writing before any model is opened.

  2. 02

    A base-case DCF is built alongside triangulating multiples and, where appropriate, precedent transactions.

  3. 03

    Sensitivities are run on the assumptions most likely to be contested.

  4. 04

    A signed analysis is issued with a full methodological appendix.

Analytical standards

The firm does not adjust a valuation to fit a desired outcome, and will withdraw from a mandate where that expectation is present.

Scope

  • Fair-value analysis
  • Model review and second opinions
  • Negotiation support

Practice III

III

Strategy

Counsel to owners, founders and management on a defined decision — capital structure, growth path, market entry, ownership transition.

Methodology

Advisory is scoped to a specific decision and a specific reader. The firm does not sell retainers, distribute products or hold commission relationships that could bias the counsel offered.

Process

  1. 01

    An initial correspondence establishes the decision at issue and whether the firm is the right party to advise on it.

  2. 02

    A written mandate defines scope, questions, materials and timing.

  3. 03

    Work is conducted by the founder; interim findings are shared in writing.

  4. 04

    A final memorandum sets out the recommendation, the reasoning and the evidence behind it.

Analytical standards

Non-discretionary. The firm advises; the client decides. The record of what was advised, and why, is preserved.

Scope

  • Capital allocation
  • Growth and positioning
  • Ownership and transition

Practice IV

IV

Applied Intelligence

Modern analytical and AI tooling used inside the firm's research process — and, on request, inside a client's internal decision workflow.

Methodology

AI is treated as an analytical instrument, not a source of conclusions. Every output that reaches a reader passes through human review; limitations of the tooling are disclosed alongside the work it informed.

Process

  1. 01

    Requirements are established as a written brief, in the same manner as any other mandate.

  2. 02

    Tooling is selected for the specific task; nothing is deployed for its own sake.

  3. 03

    Outputs are reviewed by the founder before they inform any recommendation.

  4. 04

    Documentation records what the system did, what it did not, and where a human overruled it.

Analytical standards

The firm does not present model-generated text as independent analysis. Where AI has contributed to a workflow, that contribution is stated.

Scope

  • Research automation
  • Decision-support tooling
  • Model review

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.

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