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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.

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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

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Accelerate Model Prep with Intuitive Excel Tools

Streamlined navigation, error tracking and smart formula tools help teams produce accurate, well-structured models faster.

Discover Excel Modeling Tools

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.

Discover Excel Complex Charts
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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.

Discover Excel to PowerPoint and Word Link

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.

Discover AI Consistency Check
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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.

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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.

Discover Tombstone Library
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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.

Discover Formatting Tools

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.

UniCredit logo. Outlook Signature Manager for banking.
The efficiency gains will not only benefit our clients, but they will unlock energy and potential for creative thinking. This is much more fulfilling for our bankers, who are developing new skills and being more productive with their time.

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Muge Mentes

Head of CEEMEA Debt Origination, UniCredit

Read UniCredit's Story
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Consistency Check was really helpful for double-checking that the numbers made sense – something that’s genuinely useful.
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Chad Liu
Analyst, BDA Partners

Read BDA Partners' Story
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We’ve cut the time spent on pitch creation by up to 75% by using UpSlide. Before UpSlide, we would spend two hours creating an initial pitch. Now, we can create that same highly customized pitch in 30 minutes or less.

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Benton Sturt
Director, Meridian Capital

Read Meridian Capital's Story
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This is the best all-in-one tool on the market for increasing productivity and enabling bankers to produce higher quality presentations more efficiently.

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Claus Hansen-Damm
COO, BDA Partners

Read BDA Partners' Story
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“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.”

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Senior IT Manager

Greenhill

Read Greenhill's Story

75%

reduction in pitchbook turnaround

1.4m

Operational monthly saving at an
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.

Read the Report
Investment Banking Software 2024 report on a tablet. UpSlide for 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.

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