For due diligence

A public company, read from its filings.

For a first pass on a company listed in the US: what it reports, the risks and legal matters it discloses, and who holds and trades its stock, each point cited.

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What it reads

SEC filings · Earnings releases · Enforcement releases · Federal court opinions · Form 4 and 13F filings

How a diligence pass runs

A risk-focused first pass

The Due Diligence agent works through balance-sheet health, the risks and legal matters the filings name, customer and supplier concentration and insider selling, and cites each point.

Agents

A primer or a deep dive

The Company Primer agent gives a one-page overview of the company; Company Deep Dive works through its filings as a longer report.

Agents

A report across many documents

Asked for a report, the Associate works through a research plan in the background and lists the sources it used.

Associate

Legal matters, insiders and holders

Search the company’s legal proceedings and the enforcement releases and federal court opinions that name it; Ownership shows insider trades and institutional holders.

Search · Ownership

Questions to start with

“Which customers and suppliers does this company depend on?” The agent Due Diligence
“Which enforcement releases and court opinions name this company?” Search, enforcement releases and court opinions
“Which insiders sold shares in the past year?” Ownership, from Form 4

Good to know

Does it cover private companies?

No. It covers companies listed in the US, through what they file with the SEC.

Does it have comparable deals or valuation multiples?

No. It has no market prices and no deal data.

Does it include calls with experts?

No. It reads what the company and the agencies published.

Does the agent rate the company?

No. It describes the risks as the sources state them and gives no rating and no view on the stock.

Explore dibsresearch

Start with what the company filed.

dibsresearch is currently free to use. Start free