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From AI Drafts to
Client-Ready Documents, Faster

Helping finance firms build, refine and verify high-stakes deliverables in Microsoft 365 – with built-in accuracy, compliance, and consistency.

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PwC logo.
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Santander logo. Outlook Signature Manager.
UniCredit logo. Outlook Signature Manager for banking.
AXA Investment Managers logo
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BDA Partners logo
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Deliverables That Move the Dial

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Accuracy That Earns Trust

Present with complete confidence: automated data updates and AI-powered check keep figure accurate.

Less Formatting. More Impact.

UpSlide AI and automation take care of the tedious work. Focus on what matters: unique insights and client relationships.

Brand Brilliance in Every Deck

Deliver pitch-perfect, on-brand materials that impress clients, strengthen integrity and drive growth.

98%

Retention Rate.

Deliverables That Move the Dial

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Accuracy That Earns Trust

Present with complete confidence: automated data updates and AI-powered check keep figure accurate.

Less Formatting.
More Impact.

UpSlide AI and automation take care of the tedious work. Focus on what matters: unique insights and client relationships.

Brand Brilliance
in Every Deck

Deliver pitch-perfect, on-brand materials that impress clients, strengthen integrity and drive growth.

Cut the Grunt Work.
Accelerate the Great Work.

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Quality assurance and Reviewing

Ensure Every Deck Tells Your Best Story

Reduce rework and cut deck review time in half, whilst ensuring your data – and your narrative – stand up to scrutiny.

Discover Reviewing and Quality Assurance
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data modeling and linking

Accurate Data, Every Time

Create and connect complex Excel models and charts to your PowerPoint deck with an unbreakable link. Even the heaviest decks are updated within seconds.

Discover Data Modeling and Linking
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Brand compliance

Make It Easier to Be on Brand, Than Off

Embed your brand guidelines across Microsoft 365 to keep every deliverables consistent. Create the perfect pitch, even on the tightest deadline.

Discover Brand Compliance
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Content enablement

Turn Best Practice into Business as Usual

Make top-tier slides, content and tombstones accessible in seconds from PowerPoint. Teams spend less time finding content and more time perfecting the narrative.

Discover Content Enablement

Cut the Grunt Work.
Accelerate the Great Work.

Adjusted EBITDA databook with track changes and AI consistency check highlighting discrepant figures.

Reviewing and quality assurance

Ensure Every Deck Tells Your Best Story

Reduce rework and cut deck review time in half, whilst ensuring your data – and your narrative – stand up to scrutiny.

Discover Reviewing and Quality Assurance
Excel Link Manager updating FY25 analysis in PowerPoint, showing data refresh from Excel.

data modeling and linking

Accurate Data, Every Time

Create and connect complex Excel models and charts to your PowerPoint deck with an unbreakable link. Even the heaviest decks are updated within seconds.

Discover Data Modeling and Linking
Presentation template selection screen showing finance and transaction options.

Brand compliance

Make It Easier to Be on Brand, Than Off

Embed your brand guidelines across Microsoft 365 to keep every deliverables consistent. Create the perfect pitch, even on the tightest deadline.

Discover Brand Compliance
PowerPoint library showing commercial due diligence report templates.

Content enablement

Turn Best Practice into Business as Usual

Make top-tier slides, content and tombstones accessible in seconds from PowerPoint. Teams spend less time finding content and more time perfecting the narrative.

Discover Content Enablement

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

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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
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We’ve cut the time spent on pitch creation by up to 75% by using UpSlide. Before UpSlide, we would spent two hours creating an initial pitch. Now, we can create a highly-customized pitch in 30 minutes or less.

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Benton Stuart,

Director, 

Meridian Capital

Read Meridian Capital's Story
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UpSlide is a great tool to improve efficiency and present professional deliverables. Its intuitive design makes it easy to adopt and consistenly effetive. UpSlide sets a high bar with their deep commitment to client success and top-notch service quality.

G2 logo, a software review platform.

Leandro Muñoz,

Transaction Services Director,

Riveron via G2

Read More Client Stories
Greenhill tombstone logo for Mizuho M&A Restructuring.

UpSlide has streamlined our daily actions in Microsoft 365. Whether it be making sure content is consistent or increasing productivity, there’s a lot that UpSlide can be thanked for.

Vice President,

Greenhill

Read Greenhill's Story
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This is the best all-in-one tool on the market for increasing productivity and enabling bankers to produce higher quality presentaitons more efficiently.

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Claus Hansen-Damm,

COO, BDA Partners

Read BDA Partners' Story
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The efficiency gains will not only benefit our clients, but they will unlock energy and potential for creative thinking. This is much more fulfilling for our bankers, who are developing new skills and being more productive with their time.

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Muge Mentes,

Head of CEEMEA Debt Origination, 

UniCredit

Read UniCredit's Story

75%

Average reduction in pitchbook creation time

15+

Years supporting finance firms

18k

Using approved templates at Big 4 firms

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Enterprise Security, Built for Finance

Power Every Team with One Platform

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Client and Deal Teams

First Class Reports and Pitches, Faster

No more rework: UpSlide keep data accurate, branding tight and review quick. Teams spend more time on analysis and winning deals.

Discover UpSlide for Client and Deal Teams
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Marketing and Communications

Brand-Perfect by Default

Give every team a governed Content Library and automated checks that fix issues before send. Less policing, more brand-building.

Discover UpSlide for Marketing and Communications
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Finance and reporting

Streamline Fund Reporting

Simplify monthly, quarterly, and year-end reporting with automatic data updates, built-in modeling tools, consistent formatting, and AI-powered reviews.

Discover UpSlide for Finance and Reporting
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IT and Operations

Enterprise-Wide Efficiency You Can Prove

UpSlide integrates directly with Microsoft 365, making it easy for IT and Operations teams to deploy, govern, and scale secure document workflows across the firm.

Discover UpSlide for IT and Operations
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Purpose-Built for Finance Workflows

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Trusted Partner

Give teams category-leading, integrated AI-powered features – so they stay focused and productive without breaking up their workflows.

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Finance-First

For 15+ years, we’ve been delivering intuitive solutions and expert support that help finance teams achieve real business outcomes.

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Maximum ROI

Our in-house experts support you at every stage: from implementation to change management and technical support.

Make Every Deck Pull Its Weight

Get in Touch

FAQs

What Is UpSlide and Who Is It Designed For?

UpSlide is an AI-powered productivity platform built for finance professionals –  including those in M&A, transaction services, valuations, tax investment banking and private equity – who create high-stakes documents daily. It integrates directly into Microsoft 365 to automate formatting, data and narrative accuracy, and brand compliance across PowerPoint, Word, Excel, Outlook and Power BI, so your team can focus on the deal, not the deliverable.

How Does UpSlide Integrate With My Existing Tools?

UpSlide installs as a native add-in for Microsoft 365 (PowerPoint, Word, and Excel, Power BI and Outlook), meaning your team works in the applications they already know. There’s no new interface to learn.

How Long Does Implementation Take?

UpSlide’s implementation involves four main steps: kick-off, setup, user acceptance testing and rollout. Its length will then depend on the level of customization needed, the number of users to train, and the options you choose.

On average this process lasts less than six weeks, during which our in-house team will be on-hand to answer any questions and ensure the deployment is a success.

What Does the AI Do, Specifically?

UpSlide AI capabilities are purpose-built for financial services and work directly inside PowerPoint, so there’s no platform switching or disruption to existing workflows.

AI Consistency Check automatically reviews entire decks to detect miscalculations, contradictory commentary, and cross-slide inconsistencies across text, tables, charts, and visuals. In testing, it caught four times more errors than generic tools like ChatGPT or Copilot, twice as fast.

Beyond review, the AI Assistant lets teams shorten, translate, and refine presentation commentary directly from within PowerPoint using simple shortcuts. Admins can also configure custom pre-set prompts to make outputs more relevant to their specific workflows. And for teams that work with complex terminology, the AI Glossary instantly generates a formatted, alphabetically-ordered glossary slide by identifying and contextualizing abbreviations across the deck.

How Does UpSlide Ensure Data Accuracy Across Documents?

UpSlide links your financial data, including tables, charts and text, directly to your slides and documents. When the source updates, all linked figures update automatically and consistently in one click. Our AI checker also flags any miscalculations, inconsistent figures, or off-brand elements before you send.

Can UpSlide Automate the Creation of Entire Pitch Books and CIMs?

Yes. UpSlide lets you build reusable, on-brand slide and document libraries that your team can assemble into full pitch books in minutes. Pre-built templates and one-click formatting mean your teams spend their time on analysis and delivering business value – not reformatting the same slide for the fifth time.

Does UpSlide Help With Brand Compliance Across Teams?

Absolutely. Administrators can lock fonts, colors, and sensitive slides so every document that leaves your firm is consistent – regardless of who created it. Users can also apply branding and formatting in one click, so they easily work within approved parameters.

How Easy is UpSlide to Use?

Our user interface prioritizes simplicity, seamlessly fitting into your existing workflows. Access features through a user-friendly ribbon integrated into Microsoft 365 apps and benefit from customized training, in-app prompts, and tutorials to get the most out of UpSlide from day one. 

Is UpSlide Secure Enough for Confidential Deal Data?

Security is foundational to everything we build. UpSlide is SOC 2 Type II certified, ISO 27001 compliant, and built to meet the stringent requirements of global financial institutions. Your data is encrypted in transit and at rest, and we never use client data to train AI models. We can also support private cloud or on-premise deployments for firms with additional requirements.

Which Compliance Frameworks Does UpSlide Support?

UpSlide supports GDPR, SOC 2 Type II, and ISO 27001, and is regularly assessed against financial-services specific requirements. Our compliance documentation is available to enterprise clients on request, and our security team is happy to complete your firm’s vendor questionnaires.

What is UpSlide Compatible With?

UpSlide can be installed on any machine equipped with Microsoft Windows 10 and 11 (x32 or x64), Microsoft Office 2016, Office 2019, Office 365 Current Channel.

Please note that UpSlide is a VSTO add-in and cannot be installed on a Mac.

How Is UpSlide Priced?

UpSlide is priced per user, per year, with enterprise agreements available for larger teams. Our prices depend on the number of licenses you require, the options you want and your setup model. If you want to know how much UpSlide would cost for you, please get in touch with us and our team will be happy to give you a personalized quotation.

Is There a Minimum Team Size to Use UpSlide?

UpSlide has a minimum license requirement of five. We believe this is the minimum necessary to see the real how the value of consistent branding, data linking, and AI-driven workflows compounds. Whether you’re a team of 50 or 50,000, we will support and advice on your challenges to ensure you get the most of out of the solution. Reach out and we’ll be honest about whether UpSlide is the right fit.