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
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.
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.
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.
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.
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.
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.
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.
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-powered organization is included on all plans.
"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
AI-powered data rooms use artificial intelligence to automate the setup and organization of a virtual data room. Peony's AI Rooms feature auto-sorts hundreds of documents into the correct folder structure, detects missing files, and scores your room's completeness — all in under 60 seconds. Legacy VDRs like Ideals, Firmex, and Digify require teams to manually drag and rename files, a process that typically takes 2-3 days.
Peony's AI reads the content of every uploaded file and classifies it by type — financials, legal agreements, IP filings, HR documents, corporate records — then files each document into the correct folder automatically. It uses content analysis rather than filename guessing, so a misspelled or generically named file still lands in the right place. Upload 500 documents and they are organized in under 60 seconds.
Peony's AI Rooms handles data room setup and readiness — building folder structures, sorting documents, detecting missing files, and scoring completeness. Auto-Indexing is the search and retrieval engine that indexes every word in every document for instant full-text search, OCR across scanned files, and smart tagging. Together they ensure your data room is both perfectly organized and instantly searchable. Both are included on all Peony plans.
Peony's AI scans your data room against standard checklists for your deal type — M&A, fundraising, board portals, or due diligence — and flags exactly which documents are missing before your counterparty asks. For example, if you are preparing a fundraising room and have not uploaded a capitalization table, Peony flags it immediately. Before sharing, your team can apply controlled redaction to permanently black out sensitive information in any document. No other mid-market VDR like Ideals or Firmex offers automated missing document detection.
Yes. Peony provides deal-type templates for M&A, fundraising, board portals, due diligence, and regulatory reviews. Each template includes the recommended folder structure and document checklist for that deal type. AI builds a complete data room skeleton in seconds — first-time founders, investment bankers, and legal teams all get a professionally structured room without prior VDR experience. Once your room is set up, Peony's Smart Q&A lets counterparties submit due diligence questions and receive AI-drafted, team-approved answers directly inside the data room.
Peony includes AI-powered room organization on every plan: Free ($0, 2 GB storage), Pro ($20/admin/month, 200 GB), and Business ($40/admin/month, 1 TB). There are no AI add-ons or per-document fees, and no per-viewer, per-page, or per-link limits — so costs stay predictable regardless of deal size. All data is protected by AES-256 encryption at rest and TLS 1.3 in transit, backed by SOC 2 Type II compliance. Competitors like Datasite charge enterprise pricing, while Ideals, Firmex, and Digify have no AI organization features at all and charge comparable or higher per-user rates for basic manual data rooms.
Peony's data room is ready in under 5 minutes. Sign up, upload your documents, and AI sorts them into folders, detects missing files, and scores completeness automatically. What takes 2-3 days of manual organization on legacy VDRs like Ideals or Firmex takes under a minute on Peony. No training, no implementation consultants, no onboarding calls required.
Peony's completeness scoring uses AI to evaluate your data room against a standard checklist for your deal type and tells you exactly what percentage is covered. If your M&A room is 87% complete, Peony shows you the specific documents that are missing. This lets sell-side teams go into due diligence knowing their room is fully prepared — reducing follow-up requests and accelerating deal timelines.
Automatically classify, tag, and make every uploaded document searchable with full-text search and OCR.
Let counterparties submit questions and get AI-drafted answers your team reviews before sending.
Organize and share deal documents in a secure virtual data room with granular permissions.