UpSlide for investment banking

Guarantee data accuracy and quality across all deliverables

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Create top quality, accurate pitchbooks, reports, and information memorandums with UpSlide.

4.9/5 customer satisfaction

98% renewal rate

Abstract visuals of a PowerPoint slide, an Excel workbook, and a Word document. Text: "4x faster pitchbook creation"

The leading productivity tool for investment banking

Intuitive features that save 7h per user, per month

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Prepare data more effectively in Excel

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Automatically transform tables and charts into your company’s branding for more impactful client presentations.

Build brand-compliant waterfall, stacked waterfall, and Marimekko charts without the stress of manual formatting.

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Guarantee data accuracy in all client-facing material

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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.

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.

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Insert pre-formatted tombstones within PowerPoint

Filter and select relevant, up-to-date credentials for your pitchbooks and proposals from an in-app menu within PowerPoint.
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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.

Discover our client stories

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Reduce the risk of human error

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Save countless clicks with our precision formatting tools: arrange shapes, swap text, and apply pre-set company styles elements across your presentation in seconds.

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.

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. 

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Perfect your presentation in seconds

A view of UpSlide's Slide Check feature highlighting errors on a PowerPoint slide

Identify and fix misalignments, incorrect branding, punctuation errors and out-of-date content in one click with Slide Check.

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

Learn how to create great pitchbooks in half the time

Find out how analysts and associates at BNP Paribas are eliminating manual, repetitive tasks with document automation software, so they can focus on higher-value, more rewarding work.

Trusted by financial and professional services teams for over a decade

Trusted by financial and professional services teams for over a decade

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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. 

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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.

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Enterprise- level security

UpSlide completely integrates with your infrastructure, enabling you to keep full control of your access rights and content storage.

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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

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