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
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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.
21h+ saved/per user/per month
54 offices
5+ years with UpSlide
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.
Samantha Cottle, Marketing Director, Clarksons
Give teams instant access to branded documents, assets and templates within Microsoft 365.
Automate summary, sections, and appendices to better structure your presentations.
Clarksons is the world’s leading provider of integrated shipping services, with 1600+ employees across 54 offices worldwide.
Their marketing team was constantly relied on to ensure that all deliverables were brand-compliant, regardless of department and geography. Considerable time was spent on reformatting and auditing documents to get them client-ready.
As such, they sought a tool that could provide global teams with easy access to unified marketing materials to help them produce high-quality documents faster and more autonomously.
UpSlide was rolled out to 120 users and since then, our expert consultants have worked closely with Clarksons to ensure the project’s success.
“Our dedicated consultant spent time getting to know our users, their pain points and ways of working. Gaining this close insight into our business has enabled UpSlide to add further value to our templates, materials and training programmes, and has produced great results.”
UpSlide has undoubtedly streamlined my reporting processes. Whenever data changes in my Excel workbook, I can ensure that all linked graphs in my presentation are up-to-date in one click.
Market Analyst, Clarksons
“UpSlide’s Content Library has enabled us to standardize marketing materials across our global business.
We now have company-branded slide decks, templates, images, icons and assets stored in one centralized place that are readily available for our teams to use.”
“UpSlide has saved time for everyone in the business and freed up capacity.
The marketing team is no longer bogged down with formatting and auditing slides; UpSlide’s Slide Check takes care of that for us in a fraction of the time.”
“Since integrating UpSlide, the quality of documents produced across the company has increased.
It’s encouraged better engagement between marketing and the rest of the business, as we now have time to give more valuable advice on improving content quality, as opposed to just formatting.”