Discover our latest report Investment Banking Software 2024: Challenges, Trends and Strategies
Solutions
Find out how we can help your teams get more from Microsoft 365.
Use cases
Document automation
Fuel your efficiency with automated document creation.
Brand compliance
Turn every employee into a brand ambassador to guarantee compliant and consistent deliverables.
Reporting automation
Streamline report creation and tell more compelling stories with data.
Content enablement
Enable sales and consulting teams to instantly find best-in-class materials.
Industries
Investment banking
Produce top quality, accurate pitchbooks, reports, and IMs.
Advisory
Deliver accurate due diligence questionnaires and pitchbooks.
Asset management
Save time building best-practice portfolio reports and RFPs.
Private equity
Create best-practice IMs, fund reports, and due diligence reports.
Financial reporting
Streamline financial report creation for your business in Microsoft 365.
Services
Implementation
Design studio
Enhance your UpSlide project with the support of a dedicated team of design experts.
Top features
UpSlide gives you access to 65+ intuitive features to transform your use of PowerPoint, Excel, Power BI, Outlook and Word.
Excel to PowerPoint/Word Link
Link and update Excel tables and charts to PowerPoint or Word instantly.
Content Library
Give teams access to corporate materials in PowerPoint, Word or Excel.
Table of Contents
Structure documents around our automated Table of Contents.
Power BI to PowerPoint/Word Link
Link and update Power BI visuals or pages to PowerPoint or Word instantly.
Template Management
Easily manage automated, branded templates company-wide.
Slide Check
Audit and correct your presentation with a single click.
Financial Modeling Tools
Build, navigate, and review complex financial models quickly.
PowerPoint Formatting
Save countless clicks and build perfectly formatted slides.
Excel Charts
Create stacked Waterfall, Marimekko charts, all in your company branding.
Resources
Expert advice, press news and user resources to help you make the most of UpSlide.
Learn
Knowledge hub
Discover product updates, insights and efficiency tips for Microsoft 365!
ROI calculator
Calculate how much value UpSlide could bring to your business.
Press
User resources
UpSlide Portal
Access the UpSlide Portal to manage your licenses.
Help center
Discover everything you need to know about our features with FAQs and tutorial videos.
Investment Banking Software 2024: Challenges, Trends and Strategies
About us
We’re a global firm on a mission to help people work better whilst enjoying what we do.
Our company
About UpSlide
There are 140+ UpSliders delivering excellent service to all our clients.
Sustainability
We are committed to building a better future for our teams, clients, communities and the planet.
Contact
Get in touch and our team will be happy to answer all your questions.
Join our journey
Partners
We collaborate with leading firms to help our clients work better.
Careers
Explore our flexible, exciting opportunities and join us to become part of a vibrant global team.
Discover how we achieved our B Corp Certification
Singer Capital Markets Maintains Brand Consistency with UpSlide How UpSlide helped Singer Capital Markets rebrand...
Meridian Capital Cuts Pitch Creation Time by 75% with UpSlide How Meridian Capital produces high-quality...
Greenhill Investment Bank Boosts Efficiency in Microsoft 365 with UpSlide How Greenhill, a leading independent...
BNP Paribas Transforms their Tech Stack with UpSlide How BNP Paribas CIB equips its teams...
BDA Partners Saves Employees 21h+ per Month with UpSlide How global investment banking advisor, BDA...
UniCredit Streamlines Pitchbook Creation with UpSlide UniCredit’s CIB teams increased efficiency and freed bankers to...
BNP Paribas Optimizes Recurring Report Creation with UpSlide How BNP Paribas (Management Control) automates reporting...
At a time when working remotely has become both commonplace and necessary, more than ever...
More articles
