Peony Docs
How to use Peony's data room platform — setup, features, billing, security, and troubleshooting. Everything a deal team needs to go from sign-up to sharing a secure room with counterparties.
Watch: Set up a data room in minutes
A full walkthrough covering account creation, uploading documents, and securely sharing with buyers, investors, and clients.
Getting Started
Sign up, create your first data room, upload files, and share a secure link in minutes.
Fundamental Concepts
Workspaces, data rooms, links, viewers, admins, access layers — the mental model you need.
Features
AI, security, analytics, and branding — every feature explained with real deal workflows.
Use Cases
Fundraising, M&A, due diligence, investor updates — how deal teams actually use Peony.
Account & Billing
Plans, pricing, trial rules, upgrades, downgrades, and how admin seats are billed.
Security & Compliance
Data handling, encryption, SOC 2, GDPR, subprocessors, and answers to vendor security reviews.
APIs & SDKs
Programmatic access to Peony — pilot enterprise API and upcoming public SDKs.
Troubleshooting
Fix common issues with uploads, viewer access, email delivery, and link sharing.
Start here
Quick Start: Your First Data Room in 5 Minutes
Getting Started · Create a Peony data room, upload files, and share a secure link in under five minutes.
What Is Peony? Core Concepts
Getting Started · Peony is a virtual data room for sharing sensitive documents with counterparties under access control, with built-in analytics and AI.
Upload and Organize Files
Getting Started · Drag and drop files into a Peony data room, preserve folder structure, and let AI auto-indexing make everything searchable.
Share a Data Room Link
Getting Started · Share a Peony data room securely with counterparties. Why one link per viewer beats one link for everyone.
Permission & Security Settings
Getting Started · Configure who opens your Peony data room and what they can see. Choose Email Access or Link Access, then stack 8 security controls per group and set per-folder permissions.
Invite Viewers and Track Who Opened
Getting Started · Invite viewers to a Peony data room, see who has opened it, and track per-page activity. Viewers are free and unlimited on every plan.