State of M&A Data Rooms — Q3 2026 Read the report →

Access control

Streamlined visitor access and a per-visitor audit trail in Peony

Since May 8, 2026, Peony's virtual data room has offered streamlined access, which lets a visitor who verified their email skip verification for 7 days, and a per-visitor audit trail tab on the Data Room plan and above.

Plans
Streamlined access: all plans with email verification. Full audit trail: Data Room and above.
For
Founders raising capital, M&A advisors, Compliance teams

What does it do?

  • Streamlined access: after a visitor verifies their email once, they do not need a new code for 7 days, which removes repeated one-time codes for frequent readers.
  • Audit trail tab: one place to see everything a single visitor did in a data room, separate from room-wide analytics.

Who is it for?

Rooms with readers who come back often, such as investors in an active round, and teams who need a per-person record for compliance or a dispute.

How does it work?

Streamlined access is turned on or off from Settings at the bottom left of the app. The audit trail has its own tab in the data room.

Which plans include it?

Email verification is on Business and above. The full audit trail tab is on Data Room and above. See pricing.

How does it compare?

Repeated verification is a common complaint about secure document links. A time-limited verified session keeps the email check while reducing friction for returning readers.

Where can I learn more?

Common questions

Does Peony's data room have an audit trail?

Yes. On the Data Room plan and above, the audit trail tab shows everything one visitor did in a data room. Room-wide analytics sit alongside it.

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