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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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.
REVIEWING and QUALITY ASSURANCE
Ensure every high-stakes deck is accurate, consistent, and client-ready – from narrative and numbers to final formatting.







Monitor updates across slides, numbers, and linked Excel data with full visibility into what’s changed. Avoid versioning chaos, speed up sign-off, and ensure no critical revision goes unnoticed.
Run AI Consistency Check across your due diligence or fund reports, without leaving PowerPoint. Analyze complex financial documents in minutes to detect miscalculations, contradictions, and inconsistencies across text, tables, charts, and visuals before they reach your client.
Create live links between Excel and PowerPoint so tables, charts, and commentary stay aligned wherever they appear. As numbers change, update all data points across your pitchbooks and IMs instantly, eliminating manual fixes before outdated data costs you trust.
Smart Check analyzes your valuation or board reports in Word for misformatted numbers, leftover draft content, spacing issues, and hidden inconsistencies. Surface and correct problems instantly, ensuring reports and regulatory documents hold up under scrutiny.
Automated brand compliance across Microsoft 365 – preventing off-brand deliverables before they’re created and verifying them before they’re shared
Scan entire decks for contradictions between numbers, narrative, and visuals in seconds.
See exactly what was edited and where in PowerPoint, simplifying review and approval.
Create live links between Excel and PowerPoint to automatically update tables, charts, and in-slide figures when data changes.
Use Autocolor to automatically apply consistent color coding to financial models in Excel, improving clarity and readability.
Use Smart Track to visualise formula flows and cell dependencies, making complex Excel models easier to review.
Use Formula Audit to analyse Excel formulas and surface errors, inconsistencies, and structural risks instantly.
I now use Slide Check at the end of the report when everything’s done. It cuts close to an hour off my reviewing time, and it sets my mind at ease before I share the report internally.
Our workflows are much more streamlined; teams can now link their Bloomberg data from Excel to PowerPoint pitchbooks, then update it automatically.
Explore how UpSlide reduces manual checks, accelerates sign-off, and protects the accuracy of your most critical client work.