Docs index
Peony is a virtual data room for fundraising, M&A and due diligence. Here is every guide in its docs, by topic or in the order a deal runs, from first sign-in to closing the room.
What Peony is, the key terms, and how to set up your first data room in minutes.
Upload, move and organize files, new versions, duplicating rooms, and how storage and deletion work.
How Excel, PDF, PowerPoint, video, audio and HTML files look to visitors, and every other format Peony supports.
Your logo, brand colors, cover image, brand card, and a custom domain.
Let visitors ask questions inside the room, and ask AI about your own documents.
See who opened what, page by page, one visitor's full history, and export activity.
Who needs a paid seat, inviting teammates, removing admins, and changing the account email.
Plans, the trial, upgrades, downgrades, cancellations, refunds, payments, and invoices.
Encryption, hosting, data deletion, SOC 2, GDPR, DPAs, and vendor security reviews.
Admin sign-in codes that don't arrive, and codes that are rejected.
Visitors or signers who get no email, can't get in, can't sign, or can't download.
Uploads, folder uploads and videos that fail, and previews that won't load.
Fundraising, M&A, sales proposals, paid content, and sharing AI artifacts.
API access, integrations, and letting an AI agent run Peony for you.
Live chat, direct email to Sean, Deqian or Chris, and booking a call.
What Peony is, the words we use, and how to set up your first data room in minutes.
Pick a plan, create a workspace, and bring in your team.
Create the folder structure, upload files, and on Data Room and above auto-index them.
Your logo, cover, brand card, thumbnails, and your own domain.
Decide what each visitor can see, download or print, and add watermarks, NDAs and screenshot protection.
Answer questions, read the activity, and keep files current.
Collect signatures, keep the record, and shut access down.
If something goes wrong here