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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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.
OUTLOOK SIGNATURE MANAGER
Update branding, enforce disclaimers, and launch campaigns with Outlook signature automation – without chasing employees, raising support tickets, or involving IT.
Roll out approved templates and legal disclaimers, so every employee email reflects your brand and meets legal requirements by default.
Push signatures firm-wide automatically across desktop and mobile – no manual updates, no employee comms, no requests for IT.
Make employee emails a powerful new marketing channel by instantly rolling out banner campaigns and updates.







One central portal to build, assign, and roll out email signatures across Outlook – no IT involvement needed.
Building a polished signature takes minutes, not hours. Customize fonts, layouts, and content to fit your brand guidelines with the built-in editor, then drag and drop logos and banners into your signatures without losing quality.
Syncing Outlook Signature Manager with your company’s Entra ID means signatures automatically refresh if someone receives a promotion, moves office or changes teams.
Signature updates are rolled out instantly. Users can access the Outlook Signature Manager on iOS or Android, so they can still deliver on-brand, impactful emails on the go.
Tailor banners to fit different teams, functions, or marketing campaigns – then track usage with in-app analytics.
Employees can switch between banners to promote different campaigns or tailor disclaimers to specific communications.
Make every employee email a consistent, measurable extension of your brand – no unapproved banners or out-of-date logos in sight.
Hyperlink banners to landing pages, reports, or event registration pages to promote your biggest campaigns and latest initiatives – then track performance with built-in analytics.
Clients know they’re in credible, professional hands as soon as they open your emails. Whether your teams are sending a pitchbook, a due diligence report, or investor materials, their email signatures are always up to date, well-formatted, and on brand.
Teams can easily switch between disclaimers for different regions, audiences, or document types, ensuring compliance without driving up admin time.
Free IT from frequent requests to update signatures or banners. Marketing teams can deploy signatures across Outlook desktop, web, iOS, and Android from one portal – completely self-service, no IT involvement needed.
“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,
Head of Marketing, Clarksons
At DC Advisory, we are proud to be demanding in terms of the quality, accuracy, and consistency of our deliverables; UpSlide is one of the solutions that helps us to achieve all this.
Virgine Leffort
IT Specialist, DC Advisory
This was the fastest and smoothest onboarding of an application that I’ve seen. This project really stands out; the team were tremendous.
Marcin Stefański
Application Team, UniCredit
Combine Outlook Signature Manager with standardized templates, brand formatting tools, and marketing-approved content to protect compliance across Microsoft 365.
Take control of branding, enforce compliance automatically, and turn email into a measurable marketing channel.
Admins create signatures and campaigns in the UpSlide portal using a drag-and-drop editor, assign them to user groups, and deploy them automatically across Outlook clients. Employee details can sync with Microsoft Entra ID so signatures update automatically when user data changes.
Yes. Administrators can manage signatures centrally and deploy updates company-wide instantly, ensuring everyone uses the latest branding and contact information.
Yes. Admins can assign different signature campaigns to specific teams or groups, allowing targeted messaging, marketing banners, or legal disclaimers depending on department or region.
Yes. The solution integrates with Microsoft 365 and can sync user data from Microsoft Entra ID to automatically update employee details in signatures.
It works with Outlook Desktop (2016+), Outlook Web, and mobile apps on iOS and Android, provided the apps are up to date.
Enterprise clients rely on UpSlide’s security standards and integration with their Microsoft infrastructure to ensure secure data handling and governance.