Open the Links tab in your data room, copy the URL, send it via email, Slack, or LinkedIn. Recipients open it in any browser — no Peony account required.

The most important decision: one link per investor, not one link for everyone.

1. Open Link Settings

Click the Links tab inside your room. A default link already exists. You can use it or create new ones with different settings.

2. Configure the Link

Click the settings icon:

Name — internal label, not visible to viewers. Use the counterparty's name.
Email verification — viewer enters email before access
NDA gate — agreement or signature required
Dynamic watermark — viewer email + IP overlaid on every page
Screenshot protection — blocks desktop captures
Downloads — allow or disable
Expiry — set a date after which the link stops working
Password — optional shared password

3. Copy and Send

Click Copy Link and paste it into any channel — your email, Slack, LinkedIn. Peony also has a built-in invite flow if you want to send from inside the product with delivery tracking. See Invite Viewers.

Why One Link Per Investor

Share one link with two investors and you lose the ability to tell them apart in analytics. Both show up with whatever email they entered.

One link per investor gets you:

Per-investor watermarks (carries their email, not a generic one)
Per-investor analytics — pages read, dwell time, click order
Per-investor revocation without affecting others
Per-investor settings — NDA gate for one, not another

Label each link with the counterparty's name in the Links tab.

New Room vs New Link?

Create a new room when the deal or audience is different:

New fundraising round — new room (keeps analytics clean)
Different buyer for the same sell-side deal — same room, new link
Different sector investors, same pitch deck — same room, new link
Different client, different engagement — new room

Rule of thumb: one room per deal, one link per counterparty.

When a Link Breaks

If a recipient reports "link not found," it was regenerated or deleted after you sent it. Generate a fresh link and resend.

If the invite email never arrived, check spam. Some corporate filters silently reject Peony messages. You can always paste the URL into your own email client and send it directly.

Common Mistakes

One link to a group email alias. Zero per-person analytics. Create individual links.
Leaving downloads on for sensitive content. Default allows downloads — toggle off before sharing.
Relying only on the watermark. Combine with downloads off, screenshot protection, and NDA gate. See Access Control Layers.
Regenerating the link after sending. The old URL stops working. Decide settings before you send.

Share a Data Room Link