Why teams use Personalised Links
Named links
Create links tagged with a recipient's name or company. When they open the document, analytics are tied to their identity — no guessing required.
Smart follow-ups
Know exactly which investor read your entire deck and which only glanced at the cover page. Prioritize outreach based on real engagement data.
Forwarding detection
If a personalized link gets forwarded, Peony captures the new viewer's details separately. You see exactly who the original recipient shared it with.
"Peony is easily the best form factor for sharing client-facing material. It lets us stand out by embedding custom booking and website links into secure deck shares."
Robi Lin
Founder & CEO, Sepal AI (YC S24)
Frequently asked questions
How do sales reps use personalised links to track which prospects engage with a proposal?
Peony's personalised links let you create a unique, named URL for each prospect on your pipeline. When a prospect opens their link, all engagement data — which pages of the proposal they viewed, how long they spent on the pricing section, whether they downloaded the spec sheet — is automatically attributed to that specific person. If one prospect spent twelve minutes on your ROI case study while another bounced after the intro slide, your rep knows exactly who to prioritize for a follow-up call and which objection to address.
How do personalised links help with investor outreach?
With Peony's personalised links, you can see exactly which VC partner read your entire pitch deck and which only viewed the cover page. If a seed fund spent fifteen minutes on your traction metrics but a growth fund dropped off after the team slide, you know who is genuinely interested and what each investor cares about. Before sharing, you can use Peony's controlled redaction to permanently black out sensitive cap table details or revenue figures so each investor only sees what you intend at that stage. This engagement data lets you prioritize follow-ups with genuinely interested investors instead of guessing who to contact next.
If an M&A advisor sends a CIM link to one bidder and it gets forwarded, can Peony detect that?
Yes. When a bidder forwards your CIM link to a colleague, an outside counsel, or an unauthorized third party, Peony captures the new viewer's identity, location, and device details separately from the original bidder. You see exactly who the link reached and when — so if a bidder shared your confidential information memorandum outside the approved buyer group, your deal team knows immediately. This is critical in sell-side processes where controlling information flow protects deal value. Combined with Peony's NDA gating and dynamic watermarks, forwarding detection gives M&A advisors a complete chain-of-custody view for every CIM link.
How is Personalised Links different from Unlimited Links and Visitor Groups?
Personalised Links is the identity and tracking layer — every recipient gets their own named URL, so every engagement metric (pages viewed, time spent, forwarding events) is attributed to a specific person. Unlimited Links is the pricing and scale layer — the fact that you can create as many links as you need on any plan, including Free, without per-link fees. Visitor Groups is the permission tier above both — group recipients by client, bidder, or LP class, and define document access, NDA requirements, and Q&A permissions per group. In practice you use all three together: create a group (permissions), issue a personalised link per person inside the group (identity), and know that there is no cap on how many links you create (scale).
Can an M&A team set different security controls for each bidder's personalised link?
Yes. Each Peony personalised link can have its own security settings including password protection, 2FA verification, NDA requirements, link expiry, and watermarks. For example, your deal team can require a Mutual NDA and watermarks for Phase I bidders accessing the CIM, then add 2FA and tighter expiry dates for Phase II bidders viewing the detailed financial model. All shared files are protected with AES-256 encryption at rest and TLS 1.3 in transit. This per-bidder control means you can run a tiered data room process where each bidder's access matches their stage in the auction, without creating separate rooms.
How do Peony's personalised links compare to DocSend for startup fundraising?
DocSend offers basic link tracking, but Peony provides deeper per-investor analytics including page-level time tracking on every slide of your pitch deck, forwarding detection that shows if an associate passed your deck to a partner, and download monitoring. Peony also includes Smart Q&A, a four-step workflow where investors submit questions, AI drafts answers from your deck and data room, your team reviews, and approved responses are published — so you never lose track of investor diligence questions during a raise. Peony also lets you combine personalised links with data room features like NDA gates and dynamic watermarks that DocSend does not offer, giving founders full control as they move from initial outreach to term sheet.
Can a sales manager see page-level analytics for each prospect's personalised link?
Yes. Peony's personalised links integrate directly with page-level analytics. For each named prospect, you can see which pages of the proposal they viewed, how long they spent on each section — such as whether they lingered on pricing or skipped the implementation timeline — whether they downloaded the spec sheet, and when they last accessed the document. A sales manager can review the entire team's pipeline from one dashboard, sorting prospects by engagement score to identify the hottest deals and coach reps on where to focus follow-ups.
Related features
Visitor Groups
Group recipients by client, bidder, or LP class — set permissions on the tier, personalise the link per person.
Page Analytics
Track exactly who viewed your documents, which pages they read, and how long they spent.
Manage Links
View, edit, and control all your shared links from a single dashboard.
Share Documents
Share files and folders with a secure link in seconds, with full control over who can access them.