Talk to an Expert
Book a Demo

UPSLIDE FOR advisory

Deliverables That Win Mandates

UpSlide is the due diligence and pitchbook software that helps deal advisory teams deliver faster and with fewer errors – every time.

Talk to an Expert
Woman reviewing documents, possibly related to software due diligence.
KPMG logo displayed against a background of vertical lines.
PwC logo.
Deloitte logo. UpSlide for BDA Partners uses Deloitte.
forvis mazars logo
PKF logo featuring a stylized circular graphic and the company name.
Kroll logo in red on a black background.

Bulletproof Your Reputation

Every deliverable reflects your firm’s standards – no errors or formatting issues. That means reduced liability and a stronger impression with clients.

Close Projects Faster

Eliminate quality control chaos across transaction services, tax, valuation, and restructuring teams for fewer reviews and faster sign-off.

Achieve Quality at Speed

Build your reputation as a firm that’s both fast and flawless – winning more mandates, retaining more clients, and growing revenue without burning out your team.

Due Diligence and Pitchbook Software for Faster, Error-Free Deliverables

Waterfall chart in UpSlide showing financial analysis of Summary P&L for FY2022 and FY2023.

Ensure Every Excel Table and Chart is On-Brand

Don’t let confusing formatting, incorrect dimensions, or off-brand colors undermine outstanding insights. Automatically transform tables and charts into your company’s branding for more impactful earnings models, valuations, or financial projections

Discover Excel Formatting Features

Build Complex Financial Charts in One Click

Build perfectly on-brand waterfall, stacked waterfall, and Marimekko charts in Excel with just one click. So, when the deadline’s looming, you can focus on the financials and narratives, not fiddly formatting.

Discover Excel Charts
UpSlide Excel Link Manager showing FY25 analysis, updating data for Europe, North America, Asia-Pacific, and Latin America.

Build Models Even Faster

Last-minute request for a quality of earnings report? Now you can create and navigate complex financial projections or EBITDA normalizations rapidly in Excel – tracing dependencies, spotting formula errors, and inserting common formulas like CAFR or IFERROR with one click.

Discover Financial Modeling Tools

Guarantee Data Accuracy Across All Your Deliverables

Link tables, charts, and text directly to PowerPoint or Word. Last-minute change to your financial model? Update thousands of linked data points across your deliverables in seconds.

Discover Excel to PowerPoint and Word Link
UpSlide library interface showing "Commercial Due Diligence Report" search results and options to insert the deck or a single slide.

Make Accessing Gold-Standard Content Effortless

Make it easy for everyone, in every team – from an experienced valuations associate to a new hire in TAS – to build deliverables based on your best road-tested content. Store brand-compliant templates, slides, tombstones, and testimonials in your library across Microsoft 365.

Discover Content Library

Eliminate Formatting Errors

Apply firm-standard branding, align elements perfectly, and ensure brand compliance across every slide of your deck, report, or stakeholder presentation. Deliver premium presentations that reflect your firm’s commitment to quality – without wasting hours on manual formatting.

Discover PowerPoint Formatting Features
UpSlide AI helps advisory firms track changes in adjusted EBITDA data across presentations, ensuring accuracy and consistency.

Track Every Change Across Multi-Workstream Reviews

The TAS team updates the financials. Tax revises commentary. And Track Changes shows exactly what changed at every stage.

 

Partners can review and approve sensitive edits in minutes – reducing review bottlenecks while ensuring no errors or unwanted edits slip through.

Discover Track Changes for PowerPoint

Review Decks for Miscalculations or Inconsistencies in Minutes

Use due diligence software and AI to catch an inconsistent EBITDA or a miscalculated earnings column instantly across an entire deck, in half the time – so you can deliver confidently, knowing clients won’t catch an embarrassing error.

Discover AI Consistency Check

Don't Take Our Word for It. Take Theirs.

PKF logo featuring a stylized circular graphic and the company name.

It’s not just about the time saved; UpSlide allows us to maintain data integrity, as well as improve efficiency and consistency, thus making our lives easier.

Professional headshot of a smiling man in a suit and tie.

Alastair Richards,
Director, PKF Australia

Read PKF's Story
forvis mazars logo

UpSlide is a powerful and easy-to-use tool. It makes it easy to collaborate on international projects and ensure group-wide consistency in our deliverables.

Professional headshot of a man wearing glasses and a suit jacket

Théophile Redaud,
M&A Senior Manager, 

Forvis Mazars

Read Forvis Mazars' Story
Deloitte logo. UpSlide for BDA Partners uses Deloitte.

Consistency Check flagged issues that had been missed. For text-heavy documents, it’s less about speed and more about significantly improving quality.

Professional headshot of a smiling man in a suit and blue tie.

Dustin Inesia,

Senior Manager – M&A Transaction Services,

Deloitte Netherlands

Read More Stories

Webinar: Transforming Due Diligence Review with AI

Discover how UpSlide’s AI Consistency Check can boost consistency and confidence, whilst cutting review times in half.

Watch Now
UpSlide advisory image with icons for AI, PowerPoint, search, and two team members.

One Platform for Your Entire Firm

Client and Deal Teams

Deliver accurate due diligence reports in haf the time. Use AI to catch inconsistencies before clients do, automate data updates, and turn around high-stakes deliverables quickly to win more mandates.

Discover More

Marketing and Communications

Enable commercial teams to create consistent, compliant deliverables at scale. Give instant access to approved content, templates, and brand assets – so every document meets firm standards, wherever it’s created.

Discover More

Finance and Reporting

Streamline recurring reporting without starting from scratch. Duplicate and update reports in seconds with live data links, ensuring accuracy across every version while reducing manual rework.

Discover More

Operations and IT

Deploy a secure, innovative platform built specifically for finance teams. Standardize tools across your firm, maintain full control, and roll out quickly with minimal disruption.

Discover More

Build Deliverables That Win Mandates

See how advisory teams use UpSlide to improve quality control, speed up partner sign-off, and deliver polished materials with confidence.

Speak to an Expert

FAQs

How Long Does It Take to Implement UpSlide?

Implementation typically takes less than six weeks and is led by UpSlide’s in-house experts. The team supports configuration, change management, and user adoption to ensure the solution aligns with your advisory workflows from day one.

How Much Does UpSlide Cost?

UpSlide prices depend 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 our team and we will be happy to give you a personalized quotation.

How Secure is UpSlide?

Leading financial firms trust UpSlide thanks to our stringent security measures**.** We successfully completed a System and Organization Controls (SOC) 2 Type II audit, reflecting our commitment to the highest standards of security, availability, processing integrity, and confidentiality.

 

We perform a security audit of our code before every release, use automated and manual testing to ensure each version meets strict quality and security standards, and integrate vulnerability management tightly within our development processes. UpSlide also integrates within your infrastructure, enabling you to keep full control of it. Even if you choose to use a cloud source for your library content, we still have zero visibility of your data.

Can UpSlide’s AI Handle Large, Complex Transaction Documents?

Yes. AI Consistency Check is built for multi-slide, data-heavy documents typical in advisory. It works directly within PowerPoint and Excel, scanning text, tables, charts, and visuals to identify errors that multiple manual reviews often miss.

All of UpSlide’s features are built around large, complex finance documents. The Excel to PowerPoint or Word Link, for example, is designed to update hundreds of data points instantly – significantly cutting down on errors and review time for complex deliverables.