The Ultimate Office 365 Add-In for the Entire M&A Ecosystem
Helping banks, advisory and private equity firms produce top-tier pitches and reports faster with AI and automation.
Excel to PowerPoint Link
Ensure accuracy and consistency with the most reliable way to sync Excel data to PowerPoint reports.
One-Click Formatting
Guarantee perfectly formatted, branded and client-ready pitches and reports, with minimal effort.
Marketing-Approved Library
Access the latest slides and assets in PowerPoint, Excel and Word – right where you create your deliverables.
Track Changes in PowerPoint
Shorten review cycles and ensure error-free decks with automatic change tracking in PowerPoint.
Discover Our Top Features
Uncover more ways to work efficiently in PowerPoint, Excel, Word, Power BI and Outlook.
You're Wasting Hours on Decks That Don't Deliver
Chasing slides and tombstones across decks and email
Copy pasting Excel data when numbers changes
Settling for bad formatting and brand consistency
Sweating through hundreds of reviews and missing errors
UpSlide Cuts the Grunt Work, and Speeds Up the Great Work
No More Searching for That One Slide
Access top-tier slides, content and tombstones within PowerPoint. Spend less time finding content and more time perfecting your message.
Accurate Data, Every Time
Connect complex Excel models and charts to your PowerPoint deck with an unbreakable link. Even the highest volumes of data are updated within seconds.
Make it Easier to be On Brand, Than Off
Embed your brand guidelines across Office 365 to keep every deliverable consistent. Create the perfect pitch, even on the tightest deadline.
Say Goodbye to “pls fix”
at 2am
Free seniors from tedious reviews: compare versions in seconds with Track Changes and use UpSlide’s AI tools to catch inconsistencies and off-brand elements.
UpSlide Cuts the Grunt Work, and Speeds Up the Great Work
No More Searching for That One Slide
Access top-tier slides, content and tombstones within PowerPoint. Spend less time finding content and more time perfecting your message.
Accurate Data, Every Time
Connect complex Excel models and charts to your PowerPoint deck with an unbreakable link. Even the highest volumes of data are updated within seconds.
Make it Easier to be On Brand, Than Off
Embed your brand guidelines across Office 365 to keep every deliverable consistent. Create the perfect pitch, even on the tightest deadline.
Say Goodbye to “pls fix” at 2am
Free seniors from tedious reviews: compare versions in seconds with Track Changes and use UpSlide’s AI tools to catch inconsistencies and off-brand elements.
Trusted by Leading M&A Firms
“The UpSlide team helped us get maximum ROI; adoption is so high.”
Trust our dedicated in-house experts at every stage – from technical support to change management and ensuring long-term adoption.
Uplevel Your Productivity and Quality with UpSlide
Accounting and Advisory 2025 Report: Forces Shaping the Competitive Landscape
Find out how your peers are staying competitive, from building a stronger brand to intelligent investments in AI and automation.
Frequently Asked Questions
Why Should my Company use UpSlide?
UpSlide empowers your teams to create more accurate, on-brand documents in less time. This results in more time to focus on higher-value tasks that are not only more rewarding for your team, but also more impactful for your business. Our functionalities are tailored to support the specific needs of investment banking, advisory and private equity firms, guaranteeing high adoption and return on investment for your business.
How Easy is UpSlide to Use?
Our user interface prioritizes simplicity, seamlessly fitting into your existing workflows. Access features through a user-friendly ribbon integrated into Microsoft 365 apps and benefit from customized training, in-app prompts, and tutorials to get the most out of UpSlide from day one.
What is UpSlide Compatible with?
UpSlide can be installed on any machine equipped with Microsoft Windows 10 and 11 (x32 or x64), Microsoft Office 2016, Office 2019, Office 365 Current Channel.
Please note that UpSlide is a VSTO add-in and cannot be installed on a Mac.
How Long Does it Take to Deploy UpSlide?
UpSlide’s implementation involves four main steps: kick-off, setup, user acceptance testing and rollout. Its length will then depend on the level of customization needed, the number of users to train, and the options you choose.
On average this process lasts less than six weeks, during which our in-house team will be on-hand to answer any questions and ensure the deployment is a success.
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 us and our team 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.
