UPSLIDE FOR INVESTMENT BANKING
Build Compelling Pitchbooks and IMs Faster with AI
UpSlide helps teams prepare, update and review client-ready deliverables in Microsoft 365 with built-in AI and automation.
The Leading AI Productivity Tool
for Investment Banking
Ensure Accuracy In Every Deck
Ensure financial data, models and narrative stay up-to-date and aligned across high-stakes deliverables.
Accelerate Deal Execution
Streamline the creation and updating of pitchbooks and IMs by automating data refreshes and formatting.
Standardise Quality Firm-Wide
Ensure every deliverable reflects the same best practices, structure and branding – regardless of team or region.
Powering Bankers From Draft to Deck
Accelerate Model Prep with Intuitive Excel Tools
Streamlined navigation, error tracking and smart formula tools help teams produce accurate, well-structured models faster.
Build Complex Financial Charts in One Click
Build brand-compliant waterfall, stacked waterfall, and Marimekko charts and add CAGR arrows without the stress of manual formatting.
Export and Update All Data in One Click
Use our robust Excel plug-in to link tables, charts, and text directly to PowerPoint in seconds and update thousands of data points without leaving your deck. Rely on links that stay intact and don’t crash – even when source files change.
Eliminate Errors Across Numbers and Narrative
Automatically detect and fix calculation errors, inconsistencies, and formatting issues across numbers, charts, and commentary — all before materials reach clients. Reduce rework and cut review time in half.
Map Client Financials into Excel in Seconds
Turn your PDF documents into clean, structured Excel data in seconds – no separate tools, no manual copying and no additional cleanup on standard tables.
Generate Instant Data Packs That Clients Trust
Automatically compile every linked table and chart from your deck into its own Excel workbook. Client-ready in minutes, no manual rebuild needed.
Access Best-Practice Pitch Materials Across Microsoft 365
Quickly find on-brand, compliant slides, decks and text elements with a fully searchable shared Library within PowerPoint, Excel, and Word. Whether you’re building an investment memorandum or pitchbook, gold-standard content is right at your fingertips.
Insert Pre-Formatted Tombstones Within PowerPoint
Quickly select the latest approved credentials for your pitchbooks and proposals from an in-app menu and drop them into decks in seconds. No manual formatting or layout fixes needed.
Deliver Polished, On-Brand Slides Faster
Save countless clicks with our precision formatting tools: arrange shapes, swap text, and apply pre-set company styles across your PowerPoint, Word and Excel deliverables.
Finalize Client Deliverables in Seconds
Remove notes and comments and convert decks to PDF in one click, so presentations are polished and ready to send faster.
Don't Take Our Word for It. Take Theirs.
Muge Mentes
Head of CEEMEA Debt Origination, UniCredit
Chad Liu
Analyst, BDA Partners
Benton Sturt
Director, Meridian Capital
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
“We’ve made a push to standardize our templates globally. Without UpSlide, I don’t believe that would have been possible. The tools we had before were extremely segmented, and implementing standardization would have been a huge challenge.”
Senior IT Manager
Greenhill
75%
reduction in pitchbook turnaround
1.4m
elite investment bank
98%
Retention rate
Investment Banking Trends: Software Challenges and Insights
Discover insights, common challenges, emerging trends, and actionable strategies for navigating software spending in investment banking.
Enterprise Value, Beyond Your Deal Team
Client and Deal Teams
Prepare, update and review pitchbooks, IMs and client materials faster, while ensuring accuracy, consistency and a professional standard across every deal.
Marketing
Control how the firm is represented by standardizing templates, branding and approved content so every client deliverable reflects the firm’s positioning.
Finance & Reporting
Deliver timely, accurate internal reporting with less manual work by standardizing recurring reports and automating data refreshes
Operations
Improve efficiency and governance by streamlining document creation, reducing operational risk and enabling consistent processes across teams and regions.
Raise the Bar for Your Client Deliverables
Join leading banks transforming how they create and deliver client documents – gaining a competitive edge.