500 documents, organized into folders, in under 60 seconds
Upload your documents and AI does the rest. Peony automatically builds your folder structure, sorts every file into the right place, flags missing documents, and scores your room's completeness — so your data room is ready to share in under 5 minutes, not days.
No credit card required
How AI builds your data room
Auto-sort into folders
Upload 500 documents and Peony's AI classifies every one — financials, legal, IP, HR — and files them into the correct folders in under 60 seconds. No dragging, no renaming, no manual work.
Missing document detection
AI scans your data room against standard checklists for M&A, fundraising, and due diligence — then flags exactly which documents are missing before your counterparty asks.
Deal-type templates
Starting an M&A room? A fundraising room? A board portal? AI recommends the right folder structure and document checklist for your deal type. A complete data room skeleton in seconds, not hours.
Completeness scoring
AI scores your data room against a standard checklist for your deal type and tells you exactly what percentage is covered. Go into due diligence knowing your room is 100% ready.
Your room is ready before you are
M&A data rooms
Upload the seller's documents and AI builds a complete, organized data room. Missing the capitalization table? Peony flags it before the buyer asks. What takes 2-3 days of manual organization on Ideals takes under a minute on Peony.
Fundraising rooms
AI recommends the standard fundraising folder structure — pitch deck, financials, cap table, legal — and tells you which documents are missing from your room. First-time founders get a complete investor data room set up in under 5 minutes.
Board portals
AI organizes board materials into the right sections — financials, minutes, resolutions, committee reports — every quarter. Upload the documents and your board portal is ready to share in seconds.
Legacy VDRs give you an empty room and wish you luck
Ideals, Firmex, and Digify hand you a blank folder tree and leave the rest to you. Rename files one by one. Drag documents into the right folders manually. Double-check everything against a spreadsheet. Hope you haven't missed anything before the buyer asks. That process takes 2-3 days on a good week.
Peony's AI builds your data room for you. Upload your documents, and AI sorts them into folders, detects missing files, and scores your room's completeness against a standard checklist for your deal type. A complete, organized data room in under a minute — not days. AI Rooms is available on the Business plan ($40/admin/month).
"Every now and then, you come across a product that has a massive positive impact on your business. Peony is one such product."
Panos Moutafis
Founder & CEO, Zenus
Frequently asked questions
I'm preparing a $120M sell-side data room with 400+ documents from the target's finance, legal, and HR teams — how does AI Rooms actually organize all of that?
Upload your 400+ documents and Peony's AI reads the content of every file — not just the filename — and classifies each one into the correct due diligence folder: audited financials go under Financial, the LLC agreement goes under Corporate, customer contracts go under Commercial, and employee benefit plans go under HR. A file labeled 'Q3 update v2 FINAL.xlsx' still lands in the right place. For your $120M mandate, AI then flags missing items your buyer's counsel will expect — a disclosure schedule, a key customer contract, an environmental compliance certificate — before the diligence request list arrives. Completeness scoring tells your team exactly what percentage of a standard M&A checklist is covered, so your room is buyer-ready on day one. On Ideals, Firmex, or Digify, your analysts would spend 2-3 days manually dragging and renaming those same files.
Our PE fund is preparing a $90M portfolio company for exit and documents are coming from the CFO, outside counsel, and operating partner — can AI sort all of that automatically?
Yes. For your $90M exit, upload the CFO's financial models, outside counsel's corporate records, the company's HR files, and your operating partner's commercial contracts in a single batch. Peony's AI reads the content of every file and classifies it into the correct exit-readiness folder automatically. Your audited financials go under Financial, the LLC agreement goes under Corporate, customer contracts go under Commercial, and employee benefit plans go under HR. Upload 500 portfolio company documents and they are organized in under 60 seconds. Your team then reviews the AI-generated structure, adjusts anything that needs moving, and shares a buyer-ready data room — instead of spending three days on manual organization before your bidders even log in.
I keep hearing about AI Rooms and Auto-Indexing — what is the difference and do I need both for my $50M-$200M deal pipeline?
For your deal pipeline, you want both — and they are both included on Peony Business ($40/admin/month). AI Rooms handles your data room setup and readiness: it builds folder structures, sorts your documents into the right folders, detects missing files, and scores completeness against standard M&A checklists. Auto-Indexing is the search engine: it indexes every word in every document for instant full-text search, applies OCR across scanned files, and enables smart tagging. Together they ensure your data room is both perfectly organized and instantly searchable — so when your bidder's counsel asks for 'the change of control provision in the customer contracts,' your team finds it in seconds instead of browsing through folders.
We're a 3-person team raising a $8M Series A and our lead investor wants a 'real' data room — will AI catch the documents we're missing before our investors do?
Yes. Peony's AI scans your fundraising data room against the standard VC diligence checklist and flags exactly what you are missing — your capitalization table, your 409A valuation, your certificate of incorporation, SAFE or convertible note agreements, or audited financial statements. For your $8M Series A, you get a clear to-do list instead of scrambling after the term sheet is signed. Before sharing with your lead investor, you can apply controlled redaction to permanently black out sensitive compensation details or customer names in contracts. No other mid-market VDR like Ideals or Firmex offers automated missing document detection — your investors see a professional, complete data room on day one.
Our boutique bank runs $30M-$200M sell-side M&A, PE exit, and startup fundraising mandates — does AI Rooms have templates for all three?
Yes. For your sell-side M&A mandates, the template includes folders for financial statements, material contracts, corporate governance, IP, litigation, and environmental — matching the standard buyer diligence request list. For your PE exit engagements, the template adds portfolio-level folders for operating metrics, management presentations, and quality-of-earnings reports that secondary buyers and strategic acquirers expect. For your startup fundraising clients, the template covers pitch deck, cap table, SAFEs, 409A, and incorporation documents. AI builds the complete skeleton in seconds for each deal type. Once your room is set up, Peony's Smart Q&A lets your counterparties submit due diligence questions and receive AI-drafted, team-approved answers directly inside your data room — all on Business ($40/admin/month).
Our 4-person advisory team runs three $50M-$150M mandates simultaneously — how much does AI Rooms cost versus manually organizing data rooms on Datasite or Firmex?
Peony Business is $40/admin/month — so your 4-person team pays $160/month for unlimited data rooms with AI Rooms, auto-indexing, Smart Q&A, screenshot protection, dynamic watermarks, NDA gating, and page-level analytics. For your three concurrent $50M-$150M mandates, AI Rooms saves your analysts 2-3 days of manual organization per data room — that is 6-9 days of analyst time saved per deal cycle. Datasite charges $25,000+ per deal with no AI organization. Firmex charges $5,000-$20,000 per project with no AI features at all. Neither offers automated folder structuring, missing document detection, or completeness scoring at any price.
I just won a $70M mandate on Monday and the client wants bidders in the data room by Friday — how fast can AI Rooms actually set up a deal-ready data room?
Your data room is ready in under 5 minutes. Sign up, upload your documents, and AI sorts them into the correct due diligence folders, detects missing files your bidders' counsel will request, and scores completeness automatically. For your $70M mandate with a Friday deadline, what takes 2-3 days of manual organization on Ideals or Firmex takes minutes on Peony. No training, no implementation consultants, no onboarding calls — your junior analyst can have the room buyer-ready before your first bidder outreach call.
Our PE fund is preparing a $100M portfolio company for exit and our operating partner wants to know exactly what is missing from the data room before we invite bidders — can AI tell us?
Yes. For your $100M exit, completeness scoring tells your deal team exactly where the data room stands against a standard buyer diligence checklist. If your room is 87% complete, Peony shows the specific gaps — a missing environmental compliance certificate, an outdated cap table, or absent management employment agreements. Your operating partner and portfolio company CFO can address each gap before the buyer's advisors log in, reducing follow-up requests that slow your deal timeline. For continuation vehicles, the same scoring applies against the LP disclosure checklist, ensuring parity of information before the election window opens. This is a capability Datasite, Firmex, and Ideals do not offer at any price.
Related features
Auto-Indexing
Automatically classify, tag, and make every uploaded document searchable with full-text search and OCR.
Smart Q&A
Let counterparties submit questions and get AI-drafted answers your team reviews before sending.
Data Rooms
Organize and share deal documents in a secure virtual data room with granular permissions.