Tailor each link for every LP. Full visibility.
The investor relations portal for PE and VC firms. Distribute quarterly reports, K-1 tax documents, and capital call notices to every LP — with personalized links and page-by-page engagement tracking.Set up in under 5 minutes.
No credit card required
LP reporting is stuck in the past
Quarterly reports emailed as attachments. K-1s sent through insecure file transfers. Capital call notices buried in inboxes. IR teams spend more time distributing documents than building LP relationships.
Report distribution chaos
Distributing quarterly reports to dozens of LPs means managing separate emails, tracking who received what, and fielding repeat requests for documents already sent.
K-1 and tax doc headaches
Tax season means securely distributing K-1s and Schedule K-1s to every LP. Email attachments are insecure, and portals from fund admins are clunky.
Zero engagement visibility
You send the quarterly report and hear nothing. Did your LPs actually read it? Which sections did they focus on? You have no idea who is engaged and who is not.
Multi-fund complexity
Managing documents across Fund I, Fund II, and SPVs means separate folders, separate access lists, and constant risk of sharing the wrong fund's data with the wrong LP.
Built for how IR teams actually work
Peony gives every LP their own personalized link, tracks engagement page by page, and lets you manage multiple funds from one branded portal — at a fraction of legacy IR platform pricing.
Tax docs, quarterly reports, and capital calls — delivered automatically
Stop emailing K-1s one by one or chasing LPs who never opened the quarterly report. Upload once and Peony routes every document to the right LP through their personalized portal — with full read receipts so you know who engaged and who needs a nudge.
Automated K-1 delivery
Upload K-1s once and Peony routes each LP's document to their personalized portal automatically. No more individual emails, no more tracking spreadsheets for tax season.
Capital call notice tracking
Send capital call notices through Peony and see exactly which LPs opened them and when. Follow up with unresponsive LPs before the funding deadline passes.
Quarterly report versioning
Update quarterly reports in place and LPs always see the latest version at the same link. No re-sending, no version confusion, no outdated numbers circulating.
PPMs, side letters, and sub docs — locked down per LP
Fund formation documents contain your most sensitive terms — management fees, carry structures, side letter concessions. Peony ensures every LP only sees their own agreements, with a full audit trail of every access for compliance.
Side letter vault
Store and share side letters with LP-specific access controls. No LP ever sees another's negotiated terms — fee discounts, MFN clauses, and co-invest rights stay strictly confidential.
PPM access audit
Full audit trail of who accessed the Private Placement Memorandum, when, and from which device. Exportable logs for your compliance team and fund counsel.
Subscription agreement routing
Share subscription documents with built-in e-signature so LPs can review, sign, and return without leaving Peony. Track completion status across your entire LP base.
Fund I, Fund II, SPVs — one dashboard, zero mix-ups
IR teams managing multiple fund vehicles need a single place to organize documents, track LP engagement, and monitor commitments across every fund. Peony keeps each fund isolated while giving you a unified view of your entire LP base.
Fund-by-fund dashboards
Separate document rooms and engagement metrics per fund, all managed from one account. Switch between Fund I, Fund II, and SPVs without logging in and out of different portals.
Cross-fund LP view
See an individual LP's engagement across every fund they are invested in. Understand which LPs are active across vehicles and which have gone quiet before your next fundraise.
Commitment tracking
Track which LPs have committed to the new fund and which need follow-up. See commitment progress alongside document engagement so you know who is warm and who needs attention.
AI handles the LP questions your team answers every quarter
Tax timelines, distribution schedules, fee structures — LPs ask the same questions every reporting cycle. Peony's AI answers directly from your actual fund documents so your IR team can focus on relationship-building instead of inbox management.
LP FAQ autopilot
AI answers common LP questions — tax timelines, distribution schedules, fee structures — using your actual fund documents. Available around the clock so LPs get answers without waiting for your team.
Engagement pattern alerts
Get notified when an LP suddenly increases activity — a possible signal of an upcoming redemption request or re-up decision. Act on behavioral data before receiving the formal notice.
Natural language fund search
Ask questions like "what was Fund III's net IRR in Q3?" and get instant answers from your uploaded documents. No folder digging, no manual lookups — just type and get the number.
"Peony is by far the simplest and most intuitive way to populate and share data rooms with investors and partners. All the key analytics and features integrated into a sleek interface!"
Mark Petrov
Head of Financials, Loop
Germain Brion
Founder, Veritai
The team at Peony put craft into everything they do; from the product to their support, they shine through how much they care.
Frequently asked questions
What is an investor relations portal?
An investor relations portal is a secure platform where PE and VC firms distribute reports, tax documents, and fund updates to their Limited Partners (LPs). Peony provides a modern IR portal with personalized LP links, page-level engagement tracking, and AI-powered Q&A — set up in under 5 minutes instead of the weeks required by legacy IR platforms like Intralinks or Ideals.
How does Peony help with K-1 and tax document distribution?
Peony lets you upload K-1s once and route each LP's document to their personalized portal automatically. Page-level analytics confirm who opened their tax documents and when, eliminating the tracking spreadsheets and individual emails that make tax season painful. Unlike fund admin portals that are clunky and insecure, Peony includes screenshot protection and dynamic watermarks on every plan.
Can I track which LPs actually read quarterly reports?
Yes. Peony provides page-by-page analytics showing which LPs opened your quarterly reports, which sections they focused on, and how long they spent on each page. You can identify disengaged LPs before it becomes a relationship problem and follow up with unresponsive investors proactively — a level of insight that email-based distribution cannot provide.
How does Peony handle multi-fund LP management?
Peony lets you manage Fund I, Fund II, SPVs, and co-investment vehicles from one account with separate document rooms and engagement metrics per fund. Each LP only sees the funds they are invested in, with independent access controls per vehicle. Peony's cross-fund LP views show engagement across all vehicles so you can prioritize relationship management for your next fundraise.
How does Peony protect confidential fund documents like side letters and PPMs?
Peony ensures every LP only sees their own agreements with LP-specific access controls, screenshot protection, dynamic watermarks, and full audit trails. Peony's controlled redaction lets you permanently black out fee terms or MFN clauses before sharing documents with co-investors or auditors. Side letter concessions, fee discounts, and MFN clauses stay strictly confidential. Exportable audit logs satisfy compliance teams and fund counsel — all included on every plan without per-page charges.
Can LPs ask questions directly through the portal?
Yes. Peony's Smart Q&A follows a 4-step workflow: LPs submit questions, AI drafts answers from your fund documents, your team reviews the drafts, and approved responses are published — keeping your side in full control. This reduces the volume of repetitive inquiries your IR team handles every quarter so they can focus on relationship-building instead of inbox management.
How much does Peony cost for investor relations?
Peony offers a free plan ($0) with 2 GB of storage. The Pro plan costs $20/admin/month with 200 GB, and the Business plan is $40/admin/month with 1 TB. Peony imposes no per-viewer, per-page, or per-link limits, so costs stay predictable as your LP base grows. Legacy IR platforms like Intralinks and Ideals charge five figures annually with complex per-fund pricing. Peony includes AI-powered Q&A, page-level analytics, and screenshot protection on every plan with no hidden fees.
Can I update reports without breaking existing links?
Yes. Peony lets you update quarterly reports, NAV statements, and other documents in place so LPs always see the latest version at the same link. No re-sending, no version confusion, no outdated numbers circulating. This is especially valuable for draft reports that go through revisions before final distribution to your LP base.