Do Diligence

Do Diligence

by Josh Nicholas

1 ratings
Free

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Details

Released
September 15, 2026
Updated
October 15, 2026

Features

Do Diligence screenshot #1 for iPhone
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About

This app provides a research workspace for finance professionals to analyze public companies. It allows users to search issuers, screen securities, review SEC disclosures, and trace professional relationships to their filing sources. Advanced features include cap table analysis and an ECM Opportunity Radar.

✓Issuer search and advanced screening
✓Company profiles and financial statements
✓SEC disclosures and filing events
✓Cap Table and RTO Payoff worksheets
✓Advisor directory and relationship intelligence
✓CSV and Excel data exports
✓Device-local saved screens
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What's New in Do Diligence

1.1

October 15, 2026

Source-dated issuer Top Sheets, updated Cap Table and RTO Payoff worksheets, notice/event screening date windows, clearer advisor and relationship evidence, and issuer-loading and export improvements. Research values retain their source dates and coverage limitations.

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FAQ

What kind of financial data does Do Diligence provide?

Do Diligence offers access to company profiles, financial statements, SEC disclosures, and ownership data. It also includes tools for cap table analysis and tracking professional relationships to their filing sources.

Is Do Diligence suitable for beginners in finance?

The app is designed for capital-markets and investment-banking professionals, suggesting a need for existing financial knowledge. It provides preliminary research support, not advice, and users should check cited filings.

Can I execute trades or manage funds with Do Diligence?

No, Do Diligence does not execute trades or accept funds. It is solely a research tool for analyzing public companies and their disclosures.

What are the limitations of Do Diligence?

The app does not offer historical market charts, returns, volume analytics, or real-time quotes. Missing inputs and incomplete capitalization are clearly labeled, and displayed worksheets are not verified as complete.

Does Do Diligence require an account or subscription?

No, Do Diligence is free to download and use without any end-user account or access code required. There are no in-app purchases or subscriptions.

What devices is Do Diligence available on?

Do Diligence is currently available for iPhone and iPod devices.

How often is Do Diligence updated?

The app was released with version 1.0 on September 15, 2026, and the last update was also on September 15, 2026. Further update frequency is not specified.

Does Do Diligence have ads?

No, Do Diligence does not contain advertisements.