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Reviewing and Quality Assurance

Ensure every high-stakes deck is accurate, consistent, and client-ready.

Advisory

Win more mandates with faster, flawless due diligence, valuations and more.

Client and Deal Teams

Standardize and automate pitchbook, IMs, and investor material creation.

Data Modeling and Linking

Build and audit models, create charts instantly, and update linked data, faster.

Private Equity

Execute deals faster, manage portfolios efficiently and showcase your brand.

Marketing and Communications

No more brand policing. Empower teams to create consistent, on-brand content.

Brand Compliance

Prevent off-brand deliverables before they’re created and verify before sharing.

Asset Management

Deliver investment-grade materials that win and retain investors.

Finance and Reporting

Take the scramble out of reporting with automated data, modeling,
and AI reviews.

Content Enablement

Ensure teams create on-brand, high-quality content – in Microsoft 365.

Investment Banking

Prepare, update and review pitchbooks and IMs faster with built-in AI.

IT and Operations

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.

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AI Consistency Check

Stress-test numbers, narrative and formatting with AI-powered reviews.

Excel to PowerPoint & Word Link

Link and update Excel tables and charts to PowerPoint or Word instantly.

Content Library

Approved documents, slides, icons, disclaimers at your fingertips.

PowerPoint Track Changes

Automatically track, review and manage edits in your presentations.

Dynamic Tombstone & Bio Library

Access up-to-date credentials in PowerPoint: searchable, accurate and formatted.

Template Management

Keep branding and structure consistent, with templates automation built into M365.

PowerPoint & Excel Formatting

Save countless clicks and build perfectly formatted slides and reports.

Excel Modeling Tools

Build, navigate, and review complex financial models quickly.

Excel Charts

Create stacked Waterfall, Marimekko charts, all in your company branding.

Airtight Reviews for Every Deck

Stress-test numbers and narrative with AI-powered review for complex finance deliverables.

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Discover product updates, insights and efficiency tips for Microsoft 365.

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AI Alone Won’t Build Your Pitch. Here’s What Will.

The gap between an AI-generated draft and a client-ready pitchbook is bigger than you think. A document production layer is what closes it.

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