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.
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From A to B Corp: UpSlide’s Mission for Positive Impact
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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.
Is investment banking burnout still an issue within the industry? And if so, how can banks combat this? Find out from the 200+ finance professionals surveyed in this report.
Research shows that the deep-rooted issue of burnout is still being felt across the sector. 100 hour weeks and labour-intensive working conditions are still making headlines, with thousands of junior bankers quitting investment banking each year.
Our report, “Investment Banking Burnout: A Temperature Check”, explores critical questions facing financial services organizations across the world, including:
Dive into the core findings to discover actionable insights and strategies to help you nurture employee satisfaction, retain top talent, and continue to drive productivity across your firm without harming the bottom line.
72% of bankers are considering quitting investment banking to avoid burnout, with 51% aware that their colleagues are planning an exit.
Investment bankers are spending up to 40 hours per week on manual tasks. This is costing firms upward of $2,000 per FTE.
25% of bankers want to spend more time with clients, 23% want to spend time on strategic tasks, and 23% need more time for the creative and ideation process.
Nearly 90% of investment banking employees feel they would benefit from a document automation tool to streamline tasks in Microsoft 365.
43% of bankers feel very satisfied with existing support systems. However, 96% of bankers would still like to see additional support systems implemented.
Under 30% of banks are implementing systems to help with productivity and streamlining workflows.
Discover actionable insights on how global investment banks are mitigating burnout within the ranks, and what bankers want to see from the industry moving forward.
Insights, tips, and tricks to accelerate financial services deliverable creation.