Peony Dataroom

Product Introduction

1. Peony Dataroom is a secure, AI-powered platform designed for creating and managing professional data rooms to share sensitive documents with investors, partners, and clients. It combines advanced security controls, real-time analytics, and brand customization to streamline high-stakes document sharing.
2. The core value lies in replacing outdated tools like DocSend by offering a polished, founder-centric solution that enhances credibility through branded presentation, prevents data leaks, and provides actionable insights into viewer engagement.

Main Features

1. Branded Data Rooms: Users can create fully customized data rooms with company logos, cover images, and brand cards to maintain consistent branding. Layouts, folder styles, and presentation settings are adjustable to align with specific investor or client needs, ensuring a professional first impression.
2. Advanced Security Controls: Enterprise-grade protections include dynamic watermarks, screenshot blocking, password protection, 2FA, and link expiration. Users can revoke access instantly, require NDAs before viewing, and restrict file downloads to prevent unauthorized distribution.
3. AI-Powered Analytics & Automation: The platform tracks file engagement at a page-by-page level, showing time spent per document and visitor activity logs. AI automates file organization, generates folder structures, and enables natural language queries to interact with documents.

Problems Solved

1. Replaces insecure or unprofessional sharing methods: Eliminates reliance on Google Drive links, email attachments, or clunky platforms that lack branding and granular security.
2. Targets startups and enterprises: Designed for founders raising capital, teams handling M&A due diligence, and businesses sharing sensitive IP or contracts externally.
3. Use cases include fundraising, audits, and partnerships: Used to pitch investors, secure NDAs during negotiations, share financials with auditors, and collaborate on joint ventures with controlled access.

Unique Advantages

1. Superior design and UX compared to DocSend: Focuses on aesthetic customization and intuitive navigation, which competitors lack, to build trust during critical interactions.
2. Integrated AI workflows: Unique features like AI-generated folder hierarchies, auto-markup for eSignatures, and chat-based document interactions streamline preparation and analysis.
3. Multi-link sharing with granular permissions: Allows unlimited unique links per file, each with distinct security settings and branding, enabling tailored access for different stakeholders.

Frequently Asked Questions (FAQ)

1. How does Peony prevent document leaks? Dynamic watermarks stamp viewer details like emails or IP addresses on files, while screenshot protection blocks unauthorized captures. Access revocation and link expiry ensure time-bound control.
2. Can I customize data rooms for different investors? Yes, users create multiple branded links per file with unique welcome messages, logos, and security settings to match each recipient’s requirements.
3. What analytics does Peony provide? The platform tracks exact time spent per page, device types, login timestamps, and repeated views, offering insights into investor interest and content effectiveness.
4. Does Peony support legally binding eSignatures? Yes, integrated eSignatures include audit trails, AI-assisted field detection, and vetted templates for NDAs, contracts, and compliance documents.
5. How does AI enhance file management? AI auto-organizes files by renaming, tagging, and sorting them into logical folders. Users can chat with documents to extract summaries or data without manual searches.