Save Time and Automate Workflows with UpSlide's Investment Banking Software
4.9/5 customer satisfaction
98% renewal rate
The Leading Productivity Tool for Investment Banking
Build Pitches that Win More Business
Boost Qualitative Output
Guarantee Data Accuracy in Every Pitch
Eliminate Inconsistent Formatting
Intuitive Features that Save 7h Per User, Per Month
Prepare Data More Effectively in Excel
Ensure Every Excel Table and Chart is On-Brand
Automatically transform tables and charts into your company’s branding for more impactful client presentations.
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.
Guarantee Data Accuracy in All Client-Facing Material
Export and Update All Data in One Click
Use our pitchbook Excel plugin to link tables, charts and text directly to your PowerPoint decks in seconds. Update thousands of linked data points without ever leaving PowerPoint.
Rest assured, the links won’t crash your presentation or break, even if the source file is renamed or moved.
Build Recurring Reports Even Faster
Duplicate decks and refresh all Excel links to accurately pull through the most current data.
Investment Banking Software 2024: Challenges, Trends and Strategies
Gain exclusive access to insights about how global investment banks are approaching their software spending in 2024 and beyond.
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Curate an Impactful Pitching Culture
Produce top quality pitch decks with an in-app library of preformatted tombstones and slides, designed to improve productivity and accuracy within investment banking teams.
Insert Pre-Formatted Tombstones Within PowerPoint
Access Best-Practice Pitch Materials Across Microsoft 365
Discover Our Client Stories
Reduce the Risk of Human Error
Eliminate Formatting Errors in PowerPoint
Save countless clicks with our precision formatting tools: arrange shapes, swap text, and apply pre-set company styles elements across your presentation in seconds.
Automate Your Table of Contents
Add instant structure to every presentation with an automated Table of Contents in PowerPoint. This updates automatically whenever you add, delete or move sections and sub-sections.
Choose a Template for Every Task
Get started with a selection of pre-built, brand-compliant templates in PowerPoint and Word. Whether it’s a due diligence report, investment memorandum, or pitchbook, trust that you have a template for every scenario.
Perfect Your Presentation in Seconds
Ensure Client Deliverables Are Always Error-Free
Identify and fix misalignments, incorrect branding, punctuation errors and out-of-date content in one click with Slide Check.
Cut Your Reviewing Time by 50%
Remove notes and comments, and convert a deck to PDF format in one click with the Send and Finalize features.
460
teams using UpSlide
7+ hours
saved per user, per month
20k
users in investment banking
Explore More Investment Banking Insights
Trusted by Financial and Professional Services Teams for Over a Decade
Best-in-Class Technical Support
Our in-house support team is always on hand to provide technical assistance to you and your users; 80% of tickets are responded to in under an hour.
In-house Adoption Experts
Our global in-house change and project management team will guide you through every step of your UpSlide project and ensure high adoption and ROI.
Enterprise- Level Security
UpSlide completely integrates with your infrastructure, enabling you to keep full control of your access rights and content storage.
Industry-Focused Innovation
We are always eager to explore how new technology could help our clients and we work alongside them to develop intuitive features tailored to their needs.
Trusted by Financial and Professional Services Teams for Over a Decade
Best-in-Class Technical Support
Our in-house support team is always on hand to provide technical assistance to you and your users; 80% of tickets are responded to in under an hour.
In-House Adoption Experts
Our global in-house change and project management team will guide you through every step of your UpSlide project and ensure high adoption and ROI.
Enterprise- Level Security
UpSlide completely integrates with your infrastructure, enabling you to keep full control of your access rights and content storage.
Industry-Focused Innovation
We are always eager to explore how new technology could help our clients and we work alongside them to develop intuitive features tailored to their needs.
Use document automation to streamline workflows across your entire business
