Deliver client work. Keep your IP yours.
The data room purpose-built for management consulting and advisory firms. Share strategy decks, competitive analyses, and transformation playbooks with airtight security between engagements.Set up in under 5 minutes.
No credit card required
Consulting document sharing is broken
Between proprietary frameworks, multi-client engagements, and scattered deliverables, consulting firms risk IP leakage and confidentiality breaches every day. One screenshot of your strategy playbook can undo years of differentiation.
IP leakage
Proprietary frameworks, market sizing models, and competitive analysis templates get screenshotted and shared beyond your client team. Your differentiation walks out the door.
No Chinese walls
Multi-client projects need strict information barriers. Generic cloud drives make it too easy for one client's strategy deck to end up in the wrong engagement folder.
Deliverable sprawl
Implementation roadmaps in SharePoint, RFP responses in Dropbox, transformation playbooks in email threads. Finding past work takes longer than creating it from scratch.
Manual review workflows
Senior partner review and approval cycles run through email attachments and Slack threads. Version control is nonexistent and sign-off trails are lost.
Built for how consulting firms actually work
Peony gives you airtight IP protection, engagement-level isolation, and AI-powered knowledge retrieval — all at a fraction of legacy VDR pricing.
Screenshot protection, watermarks, and NDA gates for every deliverable
Your strategy frameworks and proprietary methodologies are your competitive moat. Peony blocks screenshots, stamps every page of your competitive analyses and market sizing models with dynamic watermarks, and requires NDA signatures before client teams can view sensitive material.
Screenshot protection
Block screen captures of proprietary frameworks, competitive analysis templates, and pricing models. Prevent unauthorized duplication of your firm's most valuable IP.
Dynamic watermarks
Every page of your strategy decks and transformation playbooks stamped with the viewer's identity and timestamp. If a document leaks, you trace it instantly.
NDA-gated access
Require client teams and third-party collaborators to sign an NDA before viewing sensitive methodologies or RFP responses. Fully integrated e-signatures included.
Separate data rooms per engagement with airtight isolation
Run concurrent engagements with complete Chinese walls between clients. Each engagement gets its own data room with personalized links per stakeholder, auto-expiring access after the project ends, and your firm's branding on every portal.
Chinese walls
Each client engagement lives in a fully isolated data room. No risk of one client's implementation roadmap appearing in another's workspace.
Personalized links
Generate unique links for each client stakeholder — the CFO sees financial models, the CTO sees technology assessments. Track engagement at the individual level.
Auto-expire access
Set engagement end dates and access expires automatically. No more chasing down permissions months after a project wraps up.
Branded client portal
White-label each data room with your firm's logo, colors, and domain. Clients see a polished, professional portal that reinforces your brand.
Search across every past deliverable and framework instantly
Stop rebuilding strategy decks from scratch. Ask questions across your entire knowledge base and get instant, sourced answers from past competitive analyses, market sizing models, and implementation roadmaps.
AI search across deliverables
Search your entire library of past engagements in plain English. Find relevant case studies, benchmarking data, and framework templates without remembering file names or folder structures.
Natural language Q&A
Ask "What was the market sizing methodology we used for the healthcare vertical?" and get sourced answers pulled directly from your strategy decks and RFP responses.
Automated client Q&A
Let AI answer client questions about your methodology, project timelines, and deliverable status 24/7. Track what clients ask to stay ahead of their concerns.
"The team at Peony put craft into everything they do; from the product to their support, they shine through how much they care."
Germain Brion
Founder, Veritai
Robi Lin
Founder & CEO, Sepal AI (YC S24)
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 — DocSend and PDFs require 3 extra clicks to book a meeting.
Frequently asked questions
What is a consulting data room?
A consulting data room is a secure virtual environment where advisory and management consulting firms store, share, and manage sensitive client deliverables, proprietary frameworks, and engagement materials. Peony provides a purpose-built consulting data room with screenshot protection, dynamic watermarks, and engagement-level isolation — deployable in under 5 minutes with branded client portals on every plan. Peony's auto-indexing automatically classifies uploaded deliverables, applies OCR to scanned documents, and builds a full-text search index across all engagements.
How do consulting firms protect proprietary methodologies and IP?
Consulting firms risk losing years of differentiation when strategy decks and frameworks leak. Peony blocks screenshots of proprietary content, stamps every page with dynamic watermarks identifying the viewer, and requires NDA signatures before client teams can access sensitive material. All data is secured with AES-256 encryption at rest and TLS 1.3 in transit on SOC 2 Type II compliant infrastructure. Unlike legacy VDRs like Ideals or Firmex that charge per-page fees, Peony includes all security features on every plan.
Can Peony create separate data rooms for each client engagement?
Yes. Peony lets consulting firms create fully isolated data rooms per engagement with complete Chinese walls between clients. Each engagement gets its own branded portal with personalized links per stakeholder, auto-expiring access after the project ends, and your firm's logo and colors. This prevents one client's strategy deck from ever appearing in another engagement's workspace.
How does Peony help consulting firms track client engagement with deliverables?
Peony provides page-level analytics showing exactly which sections of your strategy decks, implementation roadmaps, and competitive analyses each client stakeholder reviewed and how long they spent. This helps partners identify which recommendations resonate and which need reinforcement. While DocSend offers basic file-level views, Peony tracks engagement down to individual pages.
Can AI help consulting teams find past deliverables and frameworks?
Yes. Peony includes AI-powered document chat on all plans, letting your team search across past engagement deliverables in natural language. Ask questions like 'What market sizing methodology did we use for the healthcare vertical?' and get sourced answers pulled directly from your strategy decks and RFP responses. Peony also offers Smart Q&A for structured client question workflows.
How much does a consulting data room cost?
Legacy VDRs like Ideals and Datasite charge thousands per month for enterprise features consulting firms need. Peony offers a free plan ($0) with 2 GB of storage, with Pro plans at $20/admin/month (200 GB) and Business at $40/admin/month (1 TB). Peony has no per-viewer, per-page, or per-link limits, so costs stay predictable regardless of how many client stakeholders access the room. Screenshot protection, branded portals, dynamic watermarks, and AI-powered Q&A are included on every plan — not upsold as add-ons.
How do boutique consulting firms use data rooms for client proposals and RFPs?
Boutique firms use Peony to create branded proposal portals for each prospective client. Upload RFP responses, case studies, and methodology overviews into a secure data room with personalized links per decision-maker. Page-level analytics reveal which sections the client reviewed most, giving your team an edge going into follow-up meetings. Peony sets up in under 5 minutes with no IT support required.
Does Peony support NDA signing for consulting engagements?
Yes. Peony includes built-in e-signatures and NDA gating on all plans. Require client teams and third-party collaborators to sign a non-disclosure agreement before viewing any deliverables or proprietary methodologies. Unlike legacy solutions like Digify that charge separately for e-signatures, Peony includes legally binding e-signatures at no extra cost.