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Brand Compliance

Enforce Brand Standards From Creation to Delivery

Automated brand compliance across Microsoft 365 – preventing off-brand deliverables before they’re created and verifying them before they’re shared.
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PwC logo.
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Deloitte logo. UpSlide for BDA Partners uses Deloitte.
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Your Complete Brand Governance System

Commercial Due Diligence Report slide template in a library.

Compliant by Default

Standardized templates, including PowerPoint, Word, Excel, and Outlook signatures, ensure every deliverable begins with the latest approved branding, even during rebrands, acquisitions, or global refreshes.

One Central Source of Truth

Access approved slides, Getty images, tombstones, bios, and visuals directly inside Microsoft 365. Admins distribute content at scale, retire outdated materials instantly, and ensure teams only use compliant assets in just a few clicks.

Intuitive Excel and PowerPoint Formatting

Format pitchbooks, fund presentations, portfolio updates, and performance reports in seconds. Excel charts, tables, and PowerPoint layouts align automatically to firm standards.

Advanced Financial Charts, Automatically Branded

Create waterfall, stacked waterfall and Marimekko charts, as well as CAGR arrows, that follow your firm’s color palette and fonts by default. Whether building an investment banking pitchbook or updating an LP report in private equity, financial visuals stay consistent without manual reformatting.
Waterfall chart in Excel showing revenue changes: Q1 revenue, new campaign, upsell, price increase, churn, seasonality, Q2 revenue.
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Built-In Review and Fixing Tools

AI-powered reviewing tools in PowerPoint and Word flag inconsistencies before materials are shared with clients and stakeholders, reducing risk during late-stage reviews.

Locked Brand and Compliance Elements

Locked slides safeguard disclaimers, logos, and regulated sections. Even in cross-border collaboration or tight deal timelines, brand integrity remains intact.

Microsoft 365 Built-In Branding Tools

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Template Management

Distribute, update, and enforce branded templates firm-wide.

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Content Library

Access approved slides, visuals, and images directly inside Microsoft 365.

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AI Consistency Check

Automatically detect inconsistencies in formatting, alignment, branding, narrative, figures and calculations. 

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Slide Converter

Convert and rebrand PowerPoint slides into multiple brand styles, be it your company’s, a client’s or an internal subsidiary’s brand.

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Formatting Tools

Ensure all elements in your Microsoft 365 deliverables are perfectly aligned, accurate, and on-brand with just one click.

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Outlook Signature Manager

Update email signatures firm-wide with Entra ID integration.

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Dynamic Libraries

Access pre-approved, up-to-date bio and tombstone data from a central library in PowerPoint.

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Ensure Your Data Is As On-Point As Your Branding

Brand consistency builds recognition. Data accuracy protects credibility. Ensure your figures, narrative and calculations are accurate, consistent, and review-ready.

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Trusted by Global Brands

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UpSlide acts as an additional member of our marketing team – one that we can trust to guarantee that our global teams will produce brand-compliant, high-quality deliverables.

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Samantha Cottle,
Head of Marketing, Clarksons

Read Clarksons' Story

Content distribution has become significantly easier for the marketing team. Front-line teams now have direct access to all marketing-approved proposal content, creating more opportunities for cross-selling across practice areas.

CMO, Global Consulting and Advisory Firm

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UpSlide has been useful in saving everyone’s time. Having access to standardized templates and a centralized content library has helped us collaborate better – especially on cross-border projects.

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Yuiko Kawabata, Operations Lead, BDA Partners

Read BDA Partners' Story

Branding Tools Your Teams Actually Use

Embedded in Microsoft 365

UpSlide operates natively inside PowerPoint, Excel, Word, and Outlook, eliminating disruption and making it faster to stay compliant than not.

Empowered Teams

With UpSlide, staying on brand is easier than going off. One-click formatting, ready-to-use branded content, and AI-powered review tools ensure every document produced is client-ready.

Proven at Enterprise Scale

With centralized administration, instant global updates, and a 98% renewal rate, UpSlide delivers enforcement that scales across offices and business units.

Take Control of Your Brand

See how UpSlide enforces brand standards automatically – without slowing teams down.

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