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

Docs index

Find anything in the Peony docs

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.

89
articles
18
topics
8
workflow steps

Every Peony docs article by topic

Start here

3 articles

Get started

3

What Peony is, the key terms, and how to set up your first data room in minutes.

Set up your room

24 articles

Share & protect

20 articles

Run the deal

5 articles

Q&A & AI

2

Let visitors ask questions inside the room, and ask AI about your own documents.

Track activity

3

See who opened what, page by page, one visitor's full history, and export activity.

Account & admin

14 articles

Team & admins

5

Who needs a paid seat, inviting teammates, removing admins, and changing the account email.

Security & compliance

3

Encryption, hosting, data deletion, SOC 2, GDPR, DPAs, and vendor security reviews.

Troubleshoot

15 articles

I can't sign in

3

Admin sign-in codes that don't arrive, and codes that are rejected.

Uploads and previews

4

Uploads, folder uploads and videos that fail, and previews that won't load.

Resources

8 articles

API & integrations

3

API access, integrations, and letting an AI agent run Peony for you.

Contact support

1

Live chat, direct email to Sean, Deqian or Chris, and booking a call.