Whether you are raising a round, running diligence, or sharing board materials, Peony adapts to how your industry works — with AI-powered organization, page-level analytics, and enterprise-grade security backed by SOC 2-ready, GDPR, CCPA, and HIPAA compliance.
Track investor engagement and manage your raise end to end.
Organize diligence documents with granular access controls.
Share board decks and minutes with built-in NDA gating.
Distribute reports and track who reads what, page by page.
Send proposals with analytics so you know when to follow up.
Share offer letters, collect candidate docs, and onboard new hires securely.
Share live Claude/GPT artifacts, AI-drafted CIMs, and models with watermarks, NDA, and audit.
Strategic or distressed — tier IP disclosure, wall buyers, lenders, and creditors, keep a defensible log.
Reg D 506(b)/506(c) offerings — gate the PPM, scope access to preserve the exemption, and prove what each investor saw.
Portfolio monitoring and LP reporting in one place.
Data rooms for PE deal screening, LP fundraising, exits, and independent sponsor deal-by-deal execution.
Share clinical data and IP with audit-ready compliance.
Multi-bidder data rooms with per-track permissions and Q&A.
Acquisitions, dispositions, JVs, and fund raises — one secure data room.
Set up your first data room in under 5 minutes — for free.
Distribute fund documents to LPs with watermarked access.
Unlimited deal rooms and no-login borrower uploads for direct lenders.
Consolidate estate and investment documents across generations.
Organize compliance docs for tokenized assets across every jurisdiction.
Exchange financial records and audit workpapers securely.
Manage policy documents, claims, and underwriting files.
Share trial data with sponsors and CROs under strict access.
Deliver client reports and proposals with branded rooms.
Share product demos and technical docs with enterprise buyers.
Distribute scripts, licenses, and deal memos securely.
Manage case files and client documents with full encryption.
Organize geological surveys, NI 43-101 reports, and JV docs.
Manage PSAs, JOAs, and production data across projects.
Hardware M&A, robotics fundraising, industrial roll-ups — secure CAD, BOM, and factory video.
ITAR-ready document sharing with audit trails and 2FA.
License applications, COAs, and compliance docs in one room.
Bid documents, AIA contracts, and submittals organized by project.
FDDs, franchisee financials, and unit-level performance docs.
BIM files, project specs, and RFP responses with version control.
Protect teaching materials, exam banks, and course content from staff and student theft.
Rate sheets, customer contracts, BOLs, and 3PL M&A diligence — built for non-technical ops teams.
Collect trader KYC documents, e-sign funded-account agreements at scale, and white-label the flow — alongside your KYC vendor.
Gate POM catalogues to verified trade buyers, isolate per-account price lists, and share dossiers under NDA — trade accounts free.
Run development raises, acquisition diligence, and GPU-capacity SPV financings — grid offers, planning files, and models gated per investor.
Deliver Phase 1 ESAs as view-only links — no download, screenshot protection, per-viewer watermarks, and expiry aligned to the 180-day window.