500 documents, organized into folders, in under 60 seconds
Upload your documents and AI does the rest. Peony automatically builds your folder structure, sorts every file into the right place, flags missing documents, and scores your room's completeness — so your data room is ready to share in under 5 minutes, not days.
No credit card required
How AI builds your data room
Auto-sort into folders
Upload 500 documents and Peony's AI classifies every one — financials, legal, IP, HR — and files them into the correct folders in under 60 seconds. No dragging, no renaming, no manual work.
Missing document detection
AI scans your data room against standard checklists for M&A, fundraising, and due diligence — then flags exactly which documents are missing before your counterparty asks.
Deal-type templates
Starting an M&A room? A fundraising room? A board portal? AI recommends the right folder structure and document checklist for your deal type. A complete data room skeleton in seconds, not hours.
Completeness scoring
AI scores your data room against a standard checklist for your deal type and tells you exactly what percentage is covered. Go into due diligence knowing your room is 100% ready.
Your room is ready before you are
M&A data rooms
Upload the seller's documents and AI builds a complete, organized data room. Missing the capitalization table? Peony flags it before the buyer asks. What takes 2-3 days of manual organization on Ideals takes under a minute on Peony.
Fundraising rooms
AI recommends the standard fundraising folder structure — pitch deck, financials, cap table, legal — and tells you which documents are missing from your room. First-time founders get a complete investor data room set up in under 5 minutes.
Board portals
AI organizes board materials into the right sections — financials, minutes, resolutions, committee reports — every quarter. Upload the documents and your board portal is ready to share in seconds.
Legacy VDRs give you an empty room and wish you luck
Ideals, Firmex, and Digify hand you a blank folder tree and leave the rest to you. Rename files one by one. Drag documents into the right folders manually. Double-check everything against a spreadsheet. Hope you haven't missed anything before the buyer asks. That process takes 2-3 days on a good week.
Peony's AI builds your data room for you. Upload your documents, and AI sorts them into folders, detects missing files, and scores your room's completeness against a standard checklist for your deal type. A complete, organized data room in under a minute — not days. AI Rooms is available on the Business plan ($40/admin/month).
"Every now and then, you come across a product that has a massive positive impact on your business. Peony is one such product."
Panos Moutafis
Founder & CEO, Zenus
Frequently asked questions
How do M&A deal teams use AI-powered data rooms for due diligence?
In an M&A transaction, the sell-side team uploads the target's documents — financial statements, material contracts, corporate records, IP filings, employment agreements — and Peony's AI Rooms auto-sorts everything into the standard due diligence folder structure in under 60 seconds. The AI then flags missing items a buyer's counsel will expect, such as a disclosure schedule or a key customer contract, before the diligence request list arrives. Completeness scoring tells the deal team exactly what percentage of a standard M&A checklist is covered, so the room is buyer-ready on day one. Legacy VDRs like Ideals, Firmex, and Digify require teams to manually drag and rename files, a process that typically takes 2-3 days.
How does AI organize PE exit documents into a deal-ready folder structure?
When a PE firm prepares a portfolio company for exit, documents come from multiple sources — the CFO's financial models, outside counsel's corporate records, the company's HR files, and the operating partner's commercial contracts. Peony's AI reads the content of every uploaded file and classifies it into the correct exit-readiness folder: audited financials go under Financial, the LLC agreement goes under Corporate, customer contracts go under Commercial, and employee benefit plans go under HR. It uses content analysis rather than filename guessing, so a file labeled 'Q3 update v2 FINAL.xlsx' still lands in the right place. Upload 500 portfolio company documents and they are organized in under 60 seconds.
How does AI Rooms differ from Auto-Indexing?
Peony's AI Rooms handles data room setup and readiness — building folder structures, sorting documents, detecting missing files, and scoring completeness. Auto-Indexing is the search and retrieval engine that indexes every word in every document for instant full-text search, OCR across scanned files, and smart tagging. Together they ensure your data room is both perfectly organized and instantly searchable. Both are available on the Business plan ($40/admin/month).
How does missing document detection help a startup prepare for investor diligence?
When a startup prepares for a Series A or Series B raise, founders often underestimate what institutional investors will request. Peony's AI scans your fundraising data room against the standard VC diligence checklist and flags exactly what is missing — a capitalization table, a 409A valuation, your certificate of incorporation, SAFE or convertible note agreements, or audited financial statements. First-time founders get a clear to-do list instead of scrambling after the term sheet is signed. Before sharing with investors, your team can apply controlled redaction to permanently black out sensitive compensation details or customer names in contracts. No other mid-market VDR like Ideals or Firmex offers automated missing document detection.
Does AI Rooms support M&A, fundraising, and PE exit workflows?
Yes. Peony provides deal-type templates tailored to each workflow. For M&A sell-side mandates, the template includes folders for financial statements, material contracts, corporate governance, IP, litigation, and environmental — matching the standard buyer diligence request list. For PE exits, the template adds portfolio-level folders for operating metrics, management presentations, and quality-of-earnings reports that secondary buyers and strategic acquirers expect. For startup fundraising, the template covers pitch deck, cap table, SAFEs, 409A, and incorporation documents — so a first-time founder gets the same folder structure a Series B company would use. AI builds the complete skeleton in seconds. Once your room is set up, Peony's Smart Q&A lets counterparties submit due diligence questions and receive AI-drafted, team-approved answers directly inside the data room.
How much does an AI-powered data room cost for a mid-market M&A transaction?
Peony includes AI Rooms on the Business plan ($40/admin/month, 1 TB storage, 1,000 AI credits/month). The Free plan ($0, 2 GB) and Pro plan ($20/admin/month, 200 GB) include 10 and 200 AI credits per month respectively. There are no per-viewer, per-page, or per-link limits — so costs stay predictable regardless of deal size. All data is protected by AES-256 encryption at rest and TLS 1.3 in transit, backed by SOC 2-ready, GDPR, CCPA, and HIPAA compliance. Competitors like Datasite charge enterprise pricing, while Ideals, Firmex, and Digify have no AI organization features at all and charge comparable or higher per-user rates for basic manual data rooms.
How fast can an M&A deal team set up an AI-powered data room for a live mandate?
Peony's data room is ready in under 5 minutes. Sign up, upload your documents, and AI sorts them into folders, detects missing files, and scores completeness automatically. What takes 2-3 days of manual organization on legacy VDRs like Ideals or Firmex takes under a minute on Peony. No training, no implementation consultants, no onboarding calls required.
How does completeness scoring help PE firms prepare portfolio companies for buyer diligence?
When a PE firm is preparing a portfolio company for exit, completeness scoring tells the deal team exactly where the data room stands against a standard buyer diligence checklist. If the room is 87% complete, Peony shows the specific gaps — for example, a missing environmental compliance certificate, an outdated cap table, or absent management employment agreements. The operating partner and portfolio company CFO can address each gap before the buyer's advisors log in, reducing follow-up requests that slow deal timelines. For continuation vehicles, the same scoring applies against the LP disclosure checklist, ensuring parity of information before the election window opens.
Related features
Auto-Indexing
Automatically classify, tag, and make every uploaded document searchable with full-text search and OCR.
Smart Q&A
Let counterparties submit questions and get AI-drafted answers your team reviews before sending.
Data Rooms
Organize and share deal documents in a secure virtual data room with granular permissions.