# Do Diligence

> Public company research workspace for finance professionals with SEC disclosure analysis. (iPhone/iPad app by Josh Nicholas.)

- Source: https://appshunter.io/ios/app/do-diligence/id6803997843 (this page in markdown: same URL + `.md`)
- Developer: [Josh Nicholas](https://appshunter.io/developer/6803997845)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.0 · 4 MB
- Languages: American English
- Released: 2026-09-15
- Data updated: 2026-10-22
- Monetization: free

## What is Do Diligence?

Do Diligence is a filing-first public-company research workspace for capital-markets and investment-banking professionals, operated by Vector Advisory Partners.

Search covered issuers, screen securities, inspect dated SEC disclosures, and trace professional relationships to their filing sources.

Available workflows include:
• Overview, issuer search, and advanced screening with notice/event evidence date windows
• Source-dated issuer Top Sheets with company overview and key data
• Company profiles, financial statements, filings, filing events, and risk evidence
• SEC-reported ownership and potential-common-stock instruments
• Cap Table and RTO Payoff worksheets, warrant detail, and explicitly labeled local scenarios
• Supported CSV exports and a two-tab Excel capitalization export
• ECM Opportunity Radar, Daily Changes, and Registration Monitor
• Advisor directory, firm profiles, professional contacts, and relationship intelligence
• Exchange and OTC market-tier filters
• Device-local saved screens and data-update status
• Direct links to cited SEC accessions

The Research Guide lists the available functionality and limitations. Research coverage varies by issuer and date. Missing inputs and incomplete capitalization remain clearly labeled; a displayed worksheet is not a verified complete or fully diluted cap table. Third-party market quotes, price-derived market values, historical market analytics, and real-time quotes are not provided in this release.

Do Diligence provides preliminary research support, not legal, accounting, investment, or exchange-compliance advice. It does not execute trades or accept funds. Check cited filings before relying on any material fact.

Version 1.1 is free to download and use, with no end-user account or access code required. There are no purchases or subscriptions.

## Key features

- 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

## Is Do Diligence safe?

Not enough ratings yet to assess Do Diligence.

## Is Do Diligence legit?

Do Diligence has limited verification signals. The AppsHunter Legitimacy Score for Do Diligence is 58 out of 100 points across 7 verification signals from App Store and developer data.


## Frequently asked questions about Do Diligence

### 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.

## Version history (last 2 releases)

### 1.1 — 2026-10-15

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.

### 1.0 — 2026-09-15

No release notes.

## Apps similar to Do Diligence

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [ZarMoney](https://appshunter.io/ios/app/zarmoney/id1631515679) | 5.0 (3) | Free | Finance |
| [TraderEvolution](https://appshunter.io/ios/app/traderevolution/id1448693410) | 1.8 (5) | Free | Finance |
| [Treasury Navigator Mobile](https://appshunter.io/ios/app/treasury-navigator-mobile/id1356562249) | 3.2 (26) | Free | Finance |
| [iDAStrader](https://appshunter.io/ios/app/idastrader/id361776612) | 4.3 (95) | Free | Finance |
| [Quant Data](https://appshunter.io/ios/app/quant-data/id1602108613) | 4.5 (43) | Free | Finance |
| [Trustfund Mobile](https://appshunter.io/ios/app/trustfund-mobile/id1093997889) | 4.0 (1) | Free | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-22.*