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Custom Branding

Make your data room look like you built it

Customize your Peony data room with your logo, brand theme, cover image, and welcome card. Every document, link, and viewer experience carries your brand — not ours.

Why teams use Custom Branding

Logo, theme, and cover image

Upload your logo, pick a brand theme, and set a landscape cover image. Peony composites them across the data room landing page, document viewer, and email notifications.

Branded welcome card

Greet viewers with a custom intro card when they open your data room. Sets context, expectations, and tone before they touch a single document.

Remove Peony branding

On the Business plan, remove the 'Made with Peony' badge entirely. Pair with a custom domain and your data room looks like a platform you built in-house.

"Peony is by far the simplest and most intuitive way to populate and share data rooms with investors and partners. All the key analytics and features integrated into a sleek interface!"
MP

Mark Petrov

Head of Financials, Loop

Frequently asked questions

How do sales teams use Peony branding on enterprise proposals?

Sales teams upload their company logo, set brand colors, and add a custom welcome message so every proposal link looks like it came from a purpose-built portal — not a third-party tool. Enterprise buyers see your company's identity across the document viewer, email notifications, and data room from the first click. Peony also applies controlled redaction to permanently black out sensitive pricing or terms before sharing, so your branded proposals stay secure.

Can a PE fund remove the Peony logo from an LP-facing data room?

Yes. On Peony’s Business plan ($40/admin/month), you can remove all Peony branding entirely. Your LP-facing fund portal appears as a fully white-labeled platform with your firm’s logo, colors, and welcome message — signaling operational sophistication without the six-figure Datasite price tag. This matters when LPs are comparing your fund’s materials to those of larger firms with in-house tech.

How does branding appear when a startup shares a pitch deck with investors?

When a startup shares a Peony link, VCs see the company logo and brand colors on the document viewer page before opening a single slide. Combined with Peony’s personalised links feature, every VC gets a branded, trackable experience tied to the startup’s identity — reinforcing professionalism at the Series A stage and beyond.

Do I need a designer to set up custom branding?

No. Peony’s branding setup takes under 5 minutes — just upload your logo, pick your brand color, and write a welcome message. The platform automatically applies your branding across all data room views, emails, and link pages without any design or coding work. LPs, investors, and enterprise buyers see a polished, professional experience from their first click.

Is custom branding available on the free plan?

Custom branding — including logo uploads, brand colors, welcome messages, custom CTAs, and Peony badge removal — is available on the Business plan ($40/admin/month billed yearly, unlimited storage). The Free plan ($0, 2 GB) and Pro plan ($20/admin/month, 200 GB) include core sharing and analytics features.

How does Peony branding compare to legacy data rooms like Ideals or Firmex?

Legacy data rooms like Ideals and Firmex charge extra for white-label branding or restrict it to enterprise tiers. Peony includes full branding customization — logo, colors, welcome messages, CTAs, and badge removal — on the Business plan at $40/admin/month with no per-viewer, per-page, or per-link limits. PE funds, M&A advisors, and sales teams get the same white-label experience that legacy providers reserve for their highest-paying customers.

Can a PE firm customize the welcome message LPs see when entering a fund data room?

Yes. Peony lets you write a custom welcome message that greets LPs when they first open your fund data room — for example, welcoming them to a continuation vehicle election portal or guiding them through quarterly reporting documents. This sets context before they see a single page and signals the same operational polish LPs expect from institutional-grade platforms. All branded data rooms are protected by AES-256 encryption at rest and TLS 1.3 in transit.

I'm a solo high-ticket advisor running $30K-$200K 1:1 engagements — how do I make every client touchpoint feel premium without a designer or dev team?

Peony Business at $40/admin/month gives a solo advisor the same branded client experience that enterprise firms spend $60,000+/year on at Datasite. Upload your logo, set brand colors, write a custom welcome message, and remove all Peony branding — every proposal, intake form, protocol document, and engagement letter carries your identity from the first click. Combined with custom domain (files.youradvisory.com), personalised links per client, and elegant watermarking with the client's name and timestamp, your $150K corporate proposal lands in a fully branded room that signals institutional polish to a Fortune 500 buyer — without hiring a designer, writing any code, or touching DNS beyond a single CNAME record. Helena Bianchi (Bianchi Vitality) switched to Peony because it was the first platform that gave her a fully branded, low-friction document experience under her own domain that still felt premium and controlled on the client side.

Build a data room that looks like yours

Set up branding in under 5 minutes. No credit card required.

No credit card required