Use Cases
Ensure every high-stakes deck is accurate, consistent, and client-ready.
Build and audit models, create charts instantly, and update linked data, faster.
Prevent off-brand deliverables before they’re created and verify before sharing.
Ensure teams create on-brand, high-quality content – in Microsoft 365.
Industries
Win more mandates with faster, flawless due diligence, valuations and more.
Execute deals faster, manage portfolios efficiently and showcase your brand.
Deliver investment-grade materials that win and retain investors.
Prepare, update and review pitchbooks and IMs faster with built-in AI.
Teams
Standardize and automate pitchbook, IMs, and investor material creation.
No more brand policing. Empower teams to create consistent, on-brand content.
Take the scramble out of reporting with automated data, modeling, and AI reviews.
Secure, scalable enterprise AI for finance with fast, seamless rollout.
Webinar: Transforming Due Diligence Review with AI
Discover how UpSlide AI can boost consistency and confidence, and cut review times in half.
top features
Airtight Reviews for Every Deck
Stress-test numbers and narrative with AI-powered review for complex finance deliverables.
The AI Paradox in M&A: The Review Squeeze
Discover the surprising ways AI is increasing strain on some employees.
our company
There are 165+ UpSliders delivering excellent service to all our clients.
Get in touch and our team will be happy to answer all your questions.
From A to B Corp: UpSlide’s Mission for Positive Impact
Discover how we achieved our B Corp Certification.
Book a 15-minute consultation with an expert to discuss your needs and challenges before joining a personalized demo.
We will organize a 15-min call with an expert to see what you need to build top-tier pitches and reports faster.
Then we will create a personalized demo of how UpSlide can solve your specific challenges.
13+ years with UpSlide
2k+ users
50+ regions
Today, we spend too much time on low value-added tasks. Tomorrow’s bankers need supercharged tools like UpSlide to increase productivity. The key to success is knowing the right tools.
Julien Polenne,
Head of IB Transformation, BNP Paribas CIB
Link and update Excel tables and charts to PowerPoint or Word instantly.
Give teams instant access to branded documents, assets and templates within Microsoft 365.
BNP Paribas Corporate and Institutional Banking (CIB) is a leading global financial services firm, providing solutions in capital markets, securities services, advisory, finance and treasury.
For several years, BNP Paribas CIB has accelerated its transformation through a series of initiatives aimed at consolidating its investment banking model.
As such, the project management team approves an initiative portfolio focused on several priority areas: organization, processes, corporate culture, and, last but not least, tools.
UpSlide is mainly designed for teams who frequently use the Microsoft 365 suite, and in particular investment banking teams. Most of their time focuses on creating PowerPoint presentations featuring complex Excel models. The business management teams, working on reporting, are also keen users.
Julien Polenne, Head of IB Transformation, BNP Paribas CIB
One particular initiative was designed with a focus on digital tool industrialization.
The first task was to anticipate changes in the market whilst capitalizing on internal best practices. UpSlide, the software used by the M&A teams for almost eight years, quickly became the most relevant and effective solution with large-scale potential for preparing marketing and sales documentation.
The tool was also used to ensure a consistent visual identity and uniform best practices with respect to EMEA teams. More specifically, teams used the templates available for PowerPoint, Excel and Word.
“Deployment was fast, targeting a considerable number of users. UpSlide provided support on technical issues, communication and training.
Our new corporate identity was directly integrated into the tool. What’s more, we used the opportunity to significantly upscale content available to all our employees via the Library.
The project was a resounding success for teams discovering the tool as well as second-time users, thanks to repurposed content and a new visual identity.”
UpSlide fulfills both our requirements: leveraging our tools to work faster with scarce resources, and deploying a single template used by all teams to create an impactful pitch culture.
Julien Polenne, Head of IB Transformation,
BNP Paribas CIB
“The new template not only produces consistent deliverables, but also boosts team performance and enhances our documentation.
Overall, the solution delivers a stronger impact on our customers.”
“The teams focused their energies on the Content Library feature in an endeavor to share knowledge across the board.“
“Our resources are valuable but scarce. We need to preserve them to avoid wasting time on low value-added tasks.
With UpSlide, our teams can focus on core business. Ultimately, this improves the quality of our customer deliverables.“