Peony Data Room

Peony Data Room

AI-assisted virtual data rooms for secure deal-document sharing, access control, and viewer analytics.

freemium
Last Updated 8/28/2026

About Peony Data Room

Peony Data Room is a virtual data room for M&A, fundraising, due diligence, and investor communication. Teams can upload and organize documents, control access, share secure links, and track page-level viewer activity from a shared workspace. Its AI features can organize large document sets into folders, identify missing files against deal checklists, score room completeness, and answer questions from authorized content. Access controls include passwords, email capture or authentication, allow and block lists, NDA acknowledgement, granular permissions, and screenshot protection, with capabilities varying by plan. Peony also supports branded viewer experiences and live HTML artifacts, including interactive Claude and GPT outputs. The free plan covers personal sharing with up to 50 documents and unlimited visitors, while paid tiers increase document and room limits and add deal-oriented controls. Pricing is per admin, so teams should estimate cost from the number of administrators rather than viewers.

Best for

M&A teams that need controlled document sharing and page-level engagement analytics.
Independent sponsors, private equity firms, and venture investors managing diligence workflows.
Fundraising, sales, or client teams that want branded portals with unlimited viewers.

Best use cases

Organize a large diligence set into folders and identify missing files before sharing the room.

Gate investor or buyer access with passwords, email verification, NDAs, and visitor lists.

Track document opens, page reading time, and drop-off points across external viewers.

Compare before choosing

Per-admin pricing with unlimited viewers can suit rooms shared with many external participants.

The free tier supports small document-sharing workflows, while deal controls are distributed across paid plans.

AI organization and document Q&A reduce manual room preparation, but available usage and controls depend on the selected tier.

Features

M&A due diligence

Build a controlled deal room, organize diligence files, manage counterparty access, and monitor engagement.

Fundraising workflows

Share investor materials through branded links and track which pages each visitor reads and where they stop.

Investor and client portals

Maintain a shared document workspace with access controls, analytics, and a consistent branded viewer experience.

Pros

  • A $0 plan supports up to 50 documents and unlimited visitors, lowering the cost of small sharing workflows.
  • Page-level analytics show what visitors read and where they stop, giving deal teams concrete engagement signals.
  • AI organization, missing-file detection, and document Q&A can reduce manual preparation and repetitive responses.

Cons

  • Paid pricing is charged per administrator, so costs rise as more internal team members need admin access.
  • The Free plan is limited to 50 documents, which may be too small for full diligence rooms.
  • Advanced controls are split across Business, Data Room, and Deal Team tiers, requiring plan comparison before adoption.

Pricing Plans

Free

$0/admin/monthmonthly
  • Up to 50 documents
  • Unlimited visitors
  • Page-by-page analytics
  • Password protection
  • Email capture
  • 3 e-signatures per month

Business

$30/admin/monthbilled annually
  • All Free features
  • Up to 1,000 documents
  • Up to 3 data rooms per admin
  • Email authentication
  • Allow and block visitor lists
  • Simple NDA acknowledgement
  • Advanced analytics and CSV export
  • Screenshot protection
  • AI document Q&A

Data Room

$52/admin/monthmonthly
  • Data room workflows
  • AI-powered room organization
  • Dynamic watermarks
  • Remove Peony branding

Deal Team

$64/admin/monthmonthly
  • Deal-team workflows
  • Advanced redaction

Enterprise

Custom pricingcustom
  • Enterprise plan
  • Pilot enterprise API access

* Pricing information is for reference only. Please refer to the latest announcement on Peony Data Room's official website.

FAQ

It is used to organize, secure, share, and monitor documents for M&A, fundraising, due diligence, investor updates, proposals, and client portals.
Yes. The Free plan costs $0 per admin per month and includes up to 50 documents, unlimited visitors, page-level analytics, password protection, email capture, and three e-signatures per month.
Peony can sort uploaded files into folders, compare a room with standard deal checklists, flag missing documents, score completeness, and answer questions across shared documents.

Tool Information

DeveloperPeony Data Room
Release Date4/5/2026
Pricingfreemium