Share with confidence.Close with control.
From screenshot protection and AI-powered redaction to page-level analytics and built-in e-signatures — Peony gives you complete control over how your documents are shared, viewed, and secured.
Built for M&A advisors running sell-side processes, founders sharing pitch decks with investors, PE firms and independent sponsors managing deal-by-deal execution, and legal teams handling confidential document exchange.
Security
Screenshot Protection
Block screenshots, screen recordings, and browser extensions from capturing your documents.
Password Protection
Require a password before anyone can view your shared documents.
Dynamic Watermarks
Stamp every page with the viewer's email, IP, and timestamp automatically.
NDA Protection
Require viewers to sign a legally binding NDA before accessing your files.
Leak Protection
Trace every leak back to its source with forensic watermarks and audit logs.
Two-Factor Authentication
Add a second verification step so only verified viewers can access your documents.
Link Expiry
Set links to expire after a date or number of views — access ends automatically.
Revoke Access
Take back access to any shared document with one click, anytime.
Security Overview
AES-256 encryption, audit trails, 2FA, and granular access controls in one place.
Sharing & Collaboration
Data Rooms
Organize files into secure, branded rooms with per-folder permissions.
Page Analytics
See exactly which pages each viewer reads, how long they spend, and where they drop off.
E-Signatures
Collect legally binding signatures inside the same link you share your documents from.
Branding
Customize your data room with your logo, colors, and domain for a professional look.
Personalised Links
Create named links for each recipient so you know exactly who viewed what.
Collaboration
Invite teammates with role-based permissions to manage rooms together.
Share
Upload a file, get a secure link, and share it with anyone — no account needed.
Manage Links
See all your shared links in one dashboard. Edit, disable, or update any link.
Unlimited Links
Create as many links as you need — no caps, no per-link charges.
Update Links
Replace the file behind any link without changing the URL. Recipients always see the latest version.
Add Logo
Upload your company logo so every shared link and data room carries your brand.
AI Intelligence
AI that accelerates due diligence, answers counterparty questions, redacts sensitive data, and organizes your data room — available on Pro and Business plans.
AI Extraction
Ask natural-language questions across your entire data room and get cited answers with exact page numbers.
Smart Q&A
Counterparties submit questions, AI drafts answers from your documents, your team reviews before sending.
AI Rooms
Auto-classify documents into folders, score data room completeness, and flag missing files.
Auto-Indexing
Full-text search across every document with OCR for scanned files and automatic classification.
AI Redaction
AI scans every page for PII, customer names, financial figures, and sensitive terms — then suggests redactions so nothing slips through.
AI Redaction
Stop missed redactions from killing your deal
A sell-side advisor managing 8 bidders needs to redact customer names, specific revenue figures, and proprietary terms from every document before Phase 1. Manually scanning a 200-page CIM, a financial model, and 30 customer contracts takes an analyst days — and a single missed name on page 147 can blow confidentiality and kill the process.
Peony's AI redaction scans every page in seconds, flags PII, financial data, and sensitive terms, and suggests redactions before you share. Your team reviews and approves — the original text is permanently and irrecoverably removed from the shared version. When you move bidders from Phase 1 to Phase 2, share the unredacted version to the shortlist without rebuilding the room.
Catches what fatigue misses. AI scans footnotes, appendices, waterfall schedules, and embedded tables — the places where analysts miss PII after hours of manual review.
Stage-gated disclosure without duplicate rooms. Redact for Phase 1 bidders, then share unredacted versions with your shortlist — same room, different permission levels.
Faster processes, more mandates. Redaction that took days now takes hours. Advisors close sell-side processes faster and have capacity for the next mandate.
Liability protection. A leaked customer name from a missed redaction is the advisor's liability. AI gives your compliance team a safety net that manual review alone cannot match.
Without AI redaction
Analyst manually reads 200+ pages looking for sensitive data
Fatigue sets in after page 80 — PII in footnotes gets missed
Managing redacted vs unredacted versions across 8 bidders requires duplicate data rooms
A customer name leaks in a waterfall schedule appendix — seller loses trust, process stalls
2-3 days per document set. Higher risk. Fewer deals per year.
With Peony AI redaction
AI scans every page — flags customer names, financial figures, SSNs, and proprietary terms in seconds
Your team reviews suggestions and approves with one click
Same room, different permission levels — Phase 1 bidders see redacted, shortlist sees full
Audit trail proves every redaction was reviewed and applied
2-3 hours per document set. Lower risk. More mandates per year.