Permissions that scale with every client, bidder, or LP group.
Group recipients into named tiers — per client, per bidder, per LP class — and control document access, NDA gating, and Q&A per group. Move recipients between tiers as engagement deepens. Unlimited groups on Peony Business ($40/admin/month).
Why teams use Visitor Groups
Per-group document access
Full diligence for one group, teaser only for another. Move recipients up as they progress.
Pre-qualification before entry
Access questions filter investors, buyers, or clients before they see your materials — fund type, commitment size, role.
Domain whitelisting
Let an entire firm's team self-register through their email domain — one row in your settings, one less invite to chase.
"Peony was the first platform that gave us a fully branded, low-friction document experience under our own domain that still felt premium and controlled on the client side."
Helena Bianchi
Vitality Systems Architect, Bianchi Vitality
Frequently asked questions
I run 12 concurrent 1:1 engagements with high-ticket clients ($30K-$200K each) — how do I isolate each client so nobody ever sees another client's materials?
On Peony Business ($40/admin/month), every client gets their own visitor group inside one master data room — or their own data room entirely, depending on how you prefer to organize. Each group has independent document access, folder visibility, NDA gating, and Q&A permissions, so Client A literally cannot see that Client B exists, let alone access their materials. Move recipients between groups as engagements deepen (intake → discovery → strategy → delivery), and modify access in seconds when scope changes. Helena Bianchi-style advisory practices use visitor groups exactly this way: one room per active engagement, branded under their own domain, with watermarked deliverables stamped per-client — so 12 parallel 1:1s feel as polished and isolated as 12 separate boutique projects, without 12 separate tools.
I'm a fractional CTO with 5 clients across competing companies — I need complete separation between them. How does Peony handle that without making me set up 5 different tools?
Visitor groups give a fractional CXO complete separation inside one Peony Business account ($40/admin/month). Create one group per client — "Client A — Acme," "Client B — Northwind," "Client C — Globex" — and each group's recipients see only their own folders, their own architecture diagrams, their own roadmap, their own Q&A thread. Domain whitelisting means an entire client's engineering team can self-register through their corporate email domain (anyone @acme.com → routed to the Acme group automatically), so you stop chasing individual invites. Combined with per-recipient personalised links and full audit trails per group, you get bulletproof separation between competing portfolios without paying for 5 instances. Pre-qualification questions can also gate access — useful when a client introduces you to a sister company and you need to confirm group routing before exposing materials.
I'm an independent sponsor with 19 committed investors and 38 pipeline investors for a $40M lower-middle-market acquisition — how do I stage access so committed LPs see everything and pipeline LPs see only the teaser?
Two visitor groups inside one data room solve this exactly. On Peony Business ($40/admin/month), create a "Committed Investors" group with full diligence access — full QofE, customer concentration analysis, draft purchase agreement, management presentations — and a "Pipeline Investors" group with teaser access — IOI summary, redacted CIM, sector overview. Both groups live in the same room, so when a pipeline investor commits, you move them between groups in one click and they immediately see the full set. Per-group NDA gating means pipeline investors sign a soft NDA before seeing the teaser, while committed investors sign the full NDA before seeing diligence. Per-group Q&A keeps pipeline questions separate from committed-investor questions, and audit trails per group give you a defensible record of exactly who saw what and when — important for an independent sponsor where Reg D compliance and investor-level documentation matter.
I'm running a competitive sell-side process with 6 bidders on an $85M deal — how do I keep them isolated from each other and track Q&A separately per bidder?
On Peony Business ($40/admin/month), create one visitor group per bidder — "Bidder A — Strategic," "Bidder B — PE," "Bidder C — PE," and so on. Each bidder group has its own document access (you can show all six bidders the same diligence set, or stage access — Round 1 bidders see the CIM and audited financials, Round 2 finalists also see customer contracts and management presentations), its own NDA, its own Q&A thread, and its own personalised links per individual on the bidder's deal team. Bidder A's analyst literally cannot see that Bidder C exists. Per-bidder Q&A keeps strategic and financial questions separate, so you can track which bidder is asking sharper questions (a leading indicator of seriousness). Combined with dynamic watermarks (every page stamped with the viewer's email, IP, and timestamp), you have a forensic trail per bidder — if a CIM page leaks, you trace it to the exact recipient and group. Datasite charges $25K+ per deal for this; Peony Business is $40/admin/month flat, no per-bidder or per-page surcharges.
How do I serve different LP classes for our fund — existing LPs, prospective LPs, and placement agents — without setting up three separate data rooms?
One Peony Business data room ($40/admin/month) with three visitor groups. "Existing LPs" see quarterly reports, capital account statements, NAV schedules, and side letters. "Prospective LPs" see the PPM, track record, fund deck, and DDQ — gated by an NDA they sign before entry. "Placement Agents" see the marketing materials, fee structure, and a permissioned subset of the track record — with their own Q&A thread so their questions don't mix with prospective LP questions. Domain whitelisting routes placement agents from a partner firm directly into their group on first sign-in. Each group has independent NDA requirements, independent document permissions, and independent audit trails — important for fund admin and compliance. When a prospective LP commits, move them to the "Existing LPs" group with one click and their permissions update instantly. Far simpler than running three separate Datasite contracts at $25K+ each, and the LP-side experience is more polished because everything sits under your fund's branding and custom domain.
How does visitor groups differ from per-recipient personalised links? When should I use one vs. the other?
Visitor groups define the permission tier — what a category of recipients can access, what NDA they sign, what Q&A thread they see, what folders are visible. Personalised links define the individual's experience inside that tier — their unique tracking link, their watermark identity, their access expiry, and their per-link analytics. You use them together: a consulting firm running 5 client engagements creates 5 visitor groups (one per client), then issues personalised links per stakeholder within each client (CEO, CFO, head of operations get their own trackable links inside the same group). On Peony Business ($40/admin/month), you get unlimited groups and unlimited personalised links per group, so you can scale from 5 stakeholders per client to 50 without re-architecting permissions. Groups answer "who is this category of viewer and what should they see?"; personalised links answer "which specific person is this, and what did they actually do?"
I'm a boutique PE fund running a continuation vehicle — how do I set up the data room for rolling LPs, cashing-out LPs, and prospective secondary buyers without confusing anyone or leaking sensitive election data?
Three visitor groups inside one Peony Business data room ($40/admin/month). "Rolling LPs" see the CV PPM, the GP-led election rationale, the new fund terms, and the asset-level diligence — gated by the new subscription documents. "Cashing-out LPs" see the secondary sale terms, the fairness opinion, the buyer pricing, and the wind-down mechanics — with their own Q&A thread because their questions are categorically different from rolling LPs. "Prospective Secondary Buyers" (Ardian, HarbourVest, Lexington, Blackstone Strategic Partners) see asset-level diligence, the valuation memo, and the proposed terms — under a strict NDA gate, with per-buyer personalised links so you track exactly which buyer is digging where. Per-group NDA gating ensures election data never crosses streams: rolling LPs never see prospective buyer pricing, and cashing-out LPs never see new fund terms they can't access. ILPA's parity-of-information principle ("should" not "must") is best honored by giving every LP class its own group with documented audit trails — Peony's per-group audit trail gives you exactly that defensible record. Far cleaner than running three Datasite instances at $25K+ each for a single CV election.
What's included with visitor groups on the Free and Pro plans vs. Business?
Unlimited visitor groups with per-group document access, NDA gating, and Q&A permissions are a Peony Business feature ($40/admin/month, 1 TB storage). The Free plan ($0, 2 GB) includes core sharing, link expiry, page-by-page analytics, and email capture — suitable for a single-room, single-audience use case. The Pro plan ($20/admin/month, 200 GB) adds password protection, e-signatures, and personalised links — enough for an early-stage founder sharing a deck with a handful of investors. The moment you need to isolate multiple clients, multiple bidders, multiple LP classes, or multiple investor cohorts inside a single data room — with per-group permissions, NDA flows, and audit trails — that's Business. For executive coaches, 1:1 advisors, mid-market PE, M&A sell-side, and fractional executives, Business at $40/admin/month replaces Datasite contracts that start at $25,000 per data room and Ideals tiers that price visitor groups as enterprise-only.
Related features
Personalised Links
Create unique share links for each recipient to track engagement and personalize the experience.
Manage Links
Update, revoke, and control every shared link from a single dashboard — even after sending.
NDA Protection
Require recipients to sign an NDA before they can access your confidential documents.