Peony
Workflow Demo
The Workflow
7 steps · click a step number to mark it done
Open Peony and have it ready before you start
Click Create New Data Room, enter a name (e.g., "M&A Deal Room"), choose a channel (e.g., Home), and press Create.
Upload your deal documents by selecting Upload Folder, choose the local folder containing PDFs, contracts, and spreadsheets, and confirm the upload to preserve sub‑folder structure.
Open the Permissions tab, click Create New Group for each stakeholder (Buyers, Investors, Governance), assign view/download/upload rights, and enable email verification, allow‑list or block‑list as needed.
Set security options: enable Dynamic Watermark with viewer email and timestamp, turn on Advanced Screenshot Protection (Screen Shield), and require an NDA (upload PDF or select template) before entry.
Customize branding by uploading your logo and choosing a background image in the Brand Card settings.
Generate the shareable link, copy it, and optionally set a password and an expiry date for the data room.
Open the Analytics view to monitor who accessed which files, time spent per page, download activity, and export the audit log for compliance.