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.
Send them our way and we’ll get back to you with answers on how UpSlide can help, pricing, integrations, and what we’re doing with firms like yours.
4.5/5 G2 Score
98% Retention Rate
5h+ saved/user/month
5h+ saved/user/month
5h+ saved/user/month
Get in touch and a member of our team will get back to you as soon as possible.
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.
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.
Yes, UpSlide has been approved by Microsoft as a MACC-compatible solution. This means that you can purchase UpSlide through the Microsoft Marketplace.
The cost is included in your existing pre-agreed Azure budget. This means there’s no need to source new spend – just approval of the allocation. If you have a MACC, you’ll be able to adopt UpSlide rapidly, securely, and with minimal friction.
UpSlide 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.
You can find step-by-step tutorials, video guides, and detailed feature articles in UpSlide’s Help Center.
The Help Center includes:
You can access the Help Center directly from the UpSlide tab in PowerPoint, Excel, or Word by clicking the Help menu, or find it here.
If you still need assistance after reviewing the tutorials, you can also submit a support request through the Help menu or use our contact form to reach out to a team member.
Leading financial firms trust UpSlide thanks to our stringent security measures. We successfully completed a System and Organization Controls (SOC) 2 Type II audit, reflecting our commitment to the highest standards of security, availability, processing integrity and confidentiality.
We perform a security audit of our code before every release, use automated and manual testing to ensure each version meets strict quality and security standards, and integrate vulnerability management tightly within our development processes. UpSlide also integrates within your infrastructure, enabling you to keep full control of it. Even if you choose to use a cloud source for your library content, we still have zero visibility of your data.