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.
UpSlide combines an intuitive, user-friendly platform with tailored, high-quality support. Pricing reflects how your teams work and what they need.
Intelligent automation and control, embedded in the Microsoft 365 tools your teams already use – which means no workflow disruption.
Training customized to your brand, workflows, and user groups, with a clear rollout plan from day one.
We’ll monitor usage, drive change management, and deliver new features automatically with no IT burden.
Rapid expert support worldwide and across time zones, with 24/7 on-demand training for all users.
This is the best all-in-one tool on the market for increasing productivity and enabling bankers to produce higher quality presentations more efficiently.
Claus Hansen-Damm,
COO, BDA Partners
UpSlide frees up time to concentrate on the real pitching activity. It eliminates the time spent organising the pitch, checking and proofing – you can rest assured that part is done correctly and instead concentrate on idea generation and adding value.
Peter Dieler
Associate Director, DCM
UniCredit
70%
Average three-month adoption
75%
Average reduction in pitchbook creation time
98%
Renewal rate
A member of our team will get in touch as soon as possible.
UpSlide’s implementation involves a tested model with key steps: kick-off, setup, user acceptance testing, rollout, and adoption. The deployment time will then depend on the level of customization needed, the number of users to train, and the additional options you choose.
On average, UpSlide implementation lasts between four to six weeks, during which our in-house team will be on-hand to answer any questions and ensure the deployment is a success.
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.
Unfortunately, UpSlide is not fully compatible with Mac. For the time being, Outlook Signature Manager and Gantt Charts are the only compatible modules. Our tech team is hard at work to extend this to the rest of our add-in.
Yes, we are a bespoke solution, perfectly scalable to the needs of enterprise teams. Our offering caters to a range of business sizes and needs, including enterprises of over 50,000.
We have successfully deployed UpSlide in hundreds of teams including KPMG, HSBC, BNP Paribas and more.
No, UpSlide does not offer licenses for single users. We’re a premium solution that delivers greatest returns when customized to the brand and workflows of an organization. That’s why we only offer UpSlide for teams of 5 up to enterprises of over 50,000 employees.
The price of UpSlide depends 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 via the form and our team will be happy to give you a personalized quotation.
Yes, we do charge a setup fee. Our in-house adoption experts provide bespoke roll-out and customization support, depending on your needs, to launch UpSlide successfully across your organization.
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.