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UPSLIDE FOR CLIENT and DEAL TEAMS

Faster, Flawless Deal Documents at Scale

Standardize and automate how deal teams build pitchbooks, IMs, and investor materials – directly in Microsoft 365.

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Accelerate Deal Execution

Create deliverables faster with deal document automation, formatting, data updates and centralized content.

Preserve Client Trust

Maintain firm credibility with accurate deal materials that impress – even under tight deadlines.

Scale Best Practices

Ensure consistent quality firm-wide with shared templates, approved content, and built-in standards.

Optimize the Entire Deal Workflow

From first draft to final sign-off, UpSlide deal document automation supports faster, higher-quality deliverables.

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Standardize Top-Tier Deal Materials

Embed best-performing slides, credentials, and analysis for DDQs, IC decks and CIMs, directly into PowerPoint, Word and Excel with deal document automation.

Analysts can move faster from day one, without compromising quality or impact.

Discover UpSlide for Content Enablement

Boost Deal Team Productivity at Every Stage

Automate time-consuming tasks across the deal lifecycle, from building and auditing models to creating charts and linking Excel data into PowerPoint.

Teams spend less time on manual formatting and more time on analysis and decision-making.

Discover Data Modelling and Linking
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Control Quality, Efficiently

Reduce risk with modeling tools that validate figures, automated Excel links that eliminate manual errors, and AI-powered checks across numbers, formatting, and narrative. 

Issues are flagged before documents are shared, giving partners confidence to sign off on client-ready materials faster.

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Don't Take Our Word for It. Take Theirs.

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We’ve cut the time spent on pitch creation by up to 75% by using UpSlide.

Before UpSlide, we would spend two hours creating an initial pitch. Now, we can create that same highly customized pitch in 30 minutes or less.

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Benton Sturt, Director
Meridian Capital

Read Meridian Capital's Story
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UpSlide’s smart linking and automated formatting significantly streamlines my document and presentation workflows. Overall, UpSlide integrates effortlessly into my daily tasks, making it an essential part of my toolkit.

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Andrew D. Eginton
Senior Associate, KPMG via G2

Read More Client Stories

75%

Average reduction in pitchbook creation time

50%

Reduction in due diligence reports review time

98%

Retention rate

Helping Deal and Client Teams Deliver at Speed

Deliver Defensible Deal Analysis

Help M&A, TAS, and Valuations teams automate due diligence reporting to reduce turnaround times whilst maintaining credibility.

Discover UpSlide for Advisory

Elevate Investor Materials

Enable Investment and Investor Relations teams to create polished, accurate presentations with LP reporting software that curates content and automates data updates.

Discover UpSlide for Private Equity

Deliver Client-Ready Reporting

Help Portfolio and Client Reporting teams produce high-quality fact sheets, performance reports, and investor updates at scale.

Discover UpSlide for Asset Management

Stand Out in Competitive Deals

Deliver polished, error-free pitchbooks and CIMs that hold up under scrutiny in competitive M&A processes.

Discover UpSlide for Investment Banking

Intuitive Tools, Built Into Microsoft 365

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Content Library

Approved, client-ready documents and assets – ready to insert from PowerPoint, Excel, or Word.

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Tombstone Library

Pre-formatted, up-to-date tombstones and case studies for completed transactions. Teams use custom filters to find relevant credentials fast.

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Template Management

Automated, branded templates, accessible within your most-used Microsoft 365 applications.

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Logo Finder

Access thousands of up-to-date logos in PowerPoint and start building better competition landscapes and pitch books faster.

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Outlook Signature Manager

Guarantee your entire business delivers on-brand, standardized emails and make effortless updates.

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Build Winning Deliverables in Half the Time

Discover how client and deal teams like yours leverage document automation and AI across the whole deal cycle.

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FAQs

How Does UpSlide Prevent Teams From Creating Off-Brand Deliverables?

By embedding branded templates and formatting tools directly in Microsoft 365, where the work happens, you’ll enable teams to apply branding at the click of a button. No uncertainty, no inconsistency – it’s easier to be on-brand than off-brand.

Can Marketing Teams Build a Pitch Deck Template in PowerPoint?

Yes – our professional services team can work with you to create a pitch deck template and save it within PowerPoint. You can then build full pitch decks from scratch and distribute the template to your teams in PowerPoint for guaranteed efficiency and consistency.

Is UpSlide’s Content Enablement integrated into Microsoft Office?

Yes — it is a seamless add-in for Microsoft Word, PowerPoint and Excel, meaning users work within the tools they already use daily without switching platforms.

Can Non-Marketing Teams Use UpSlide Easily?

Yes. UpSlide integrates directly into Microsoft 365, so teams work within familiar tools while benefiting from automated formatting and brand control. UpSlide is primarily designed for financial services documents and workflows – meaning teams across the business find it highly intuitive to use.

Do Templates Come With PowerPoint Sections and Subsections?

Yes. UpSlide integrates directly into Microsoft 365, so teams work within familiar tools while benefiting from automated formatting and brand control. UpSlide is primarily designed for financial services documents and workflows – meaning teams across the business find it highly intuitive to use.