Peony

What is Peony?

Peony is an AI-powered virtual data room (VDR) for M&A advisors, investment bankers, private equity firms, venture capitalists, startups, law firms, and commercial real estate teams. It replaces legacy tools like Datasite and Intralinks by combining AI document chat, page-level analytics, dynamic watermarks, and built-in e-signatures in one platform. Setup takes under five minutes with flat per-admin pricing and no per-page, per-deal, or storage fees.

What are the features of Peony?

• AI Document Q&A & Auto-Indexing

  Let viewers ask questions and get cited answers from your data room documents. AI also classifies uploads into folders and surfaces missing items.
• Page-by-Page Viewer Analytics

  Track exactly which files each viewer opened, which pages they read, and how long they spent — across every document in the room.
• Granular Permissions & NDA Gating

  Set view-only, download, or no-access rules at the folder, file, or page level. Require recipients to sign an NDA before accessing sensitive materials.
• Dynamic Watermarks & Screenshot Protection

  Overlay viewer-specific watermarks on every page. Block screenshots and downloads to prevent unauthorized sharing.
• Live HTML Artifact Viewer

  Render interactive Claude Design or GPT artifacts natively (e.g., financial models, dashboards) with full security controls — not as static PDFs.
• Built-in E-signatures

  Send NDAs, LOIs, term sheets, and side letters for legally binding signatures. AI auto-markup detects signature and date fields.

What are the use cases of Peony?

• M&A sell-side advisors

  Upload CIMs, financial models, and management presentations; auto-index into a deal-ready folder; track which bidders read each page.
• Startup fundraising

  Share pitch decks and cap tables with investors; see who opened the deck, which slides they lingered on, and when they returned.
• LP fundraising for PE/VC funds

  Create one data room for PPM and track record; generate unique links per LP with watermarks and granular permissions.
• Buy-side due diligence

  Use AI Q&A to research across hundreds of files; surface revenue recognition policies or cross-reference contracts with disclosed liabilities.
• Board materials & contracts

  Share governance documents with role-based access; revoke access in one click after meetings or deal close.

How to use Peony?

1. Sign up and create a workspace

   — no credit card required for the Free plan. Name your first data room.
2. Upload files

   — drag and drop CIMs, financial models, or pitch decks. Peony’s AI will auto-index them into folders.
3. Configure permissions

   — set NDA gates, dynamic watermarks, and folder-level access for each viewer group.
4. Share secure links

   — generate unique links per recipient or group, with expiration dates and password protection.
5. Monitor engagement

   — check page-level analytics to see who viewed which documents and how long they spent.

Peony Contact Email:

deqian@peony.ink (US) / sean@peony.ink (EU/UK)