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UPSLIDE FOR PRIVATE EQUITY

Premium Deliverables That Impress LPs

Execute deals faster, manage portfolios efficiently and showcase your firm’s excellence with best-in-class reporting and document creation software built for private equity.

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BC Partners logo featuring a stylized open doorway.
Text reads "APOLLO" in a dark red font against a black background.
Permira logo. Branding for Permira, a private equity firm.
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TA Associates logo in red against a black background.

Streamline Deal Execution

Coordinate teams with error-proof models and AI-powered reviews for synced IC memos, accelerating deals without sacrificing quality.

Ensure Accurate LP Reporting

Keep investors confident with flawless quarterly reports and fund materials that update instantly when portfolio data changes.

Scale Board Reporting

Standardize board decks, duplicate templates across companies, and refresh KPIs instantly – so your team spends less time on repetitive, manual tasks.

Built for Your Entire Investment Lifecycle

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Build Error-Proof Financial Models

Navigate complex workbooks efficiently, track formulas, and audit models with intuitive Excel tools, eliminating errors before linking data to IC.

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Build Complex Financial Charts in One Click

Create brand-compliant waterfall and Marimekko charts, and CAGR arrows instantly – no manual formatting required

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UpSlide AI flags an error in an investment strategy graph; calculated total is $1.08bn, not $1.11bn.

Track Edits in PowerPoint

See exactly what changed in IC memos and LP materials – accept, reject, or revert edits with full visibility.

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Accelerate Partner Sign-Off with AI Checks

Run automated consistency checks before final review, so partners spend less time hunting for errors and more time making decisions.

Discovery AI Consistency Check
UpSlide library interface showing IC Memo slide templates: Investment Summary, Valuation & Returns, Exit Strategy Overview.

Standardize Board Decks with Approved Templates

Start from approved templates and reusable slides to ensure every board deck reflects your firm’s standards.

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Access Approved Content Instantly

Give portfolio teams centralized access to company logos, approved slides, and standard materials – no more hunting through shared drives.

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Automate Quarterly LP Reports

Duplicate fund reports and refresh all Excel data to pull through the latest performance data – saving up to 21 hours per user, per month.

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Validate Reports Before They Reach LPs

Catch contradictions, miscalculations, and inconsistencies across LP materials automatically, ensuring flawless investor communications.

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Make Every Number Investor-Ready. Instantly.

 Connect your models to every IC memo, LP report, and board deck – so your materials always reflect the latest performance and the highest standards.

Explore Data Modeling and Linking
Screenshot of UpSlide's Excel Link Manager showing a performance chart, links being updated, and options to filter and fix links.

One Platform for Your Entire Firm

Client and Deal Teams

Execute transactions faster with error-proof models, synced IC memos, and brand-compliant pitchbooks that impress targets and vendors.

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Marketing and Communications

Ensure every fundraising material, credential deck, and investor presentation maintains brand compliance and approved messaging and data.

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Finance and Reporting

Cut monthly fund accounting and investor reporting cycles with automated data linking and one-click updates for recurring reports.

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Operations and IT

Deploy UpSlide in under 6 weeks with enterprise security (SOC 2 Type II), scalable infrastructure, and support from change management and adoption experts.

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Transform Your Investment Lifecycle with UpSlide

Discover how to execute deals faster, scale portfolios efficiently,
and impress LPs with UpSlide.
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