UpSlide for Investment Banking

Save Time and Automate Workflows with UpSlide's Investment Banking Software

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

4.9/5 customer satisfaction

98% renewal rate

The Leading Productivity Tool for Investment Banking

Build Pitches that Win More Business

Establish the gold standard for pitching by sharing best-practice templates enterprise-wide.

Boost Qualitative Output

Avoid frustrating, repetitive tasks to focus on the quality of your pitching.

Guarantee Data Accuracy in Every Pitch

Update all pitchbook data in one click, as soon as it changes.

Eliminate Inconsistent Formatting

Automate routine formatting to consistently deliver pristine pitchbooks.

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.

Quickly Review Edits to Pitchbooks

Track Changes in PowerPoint gives analysts and associates a clear view of all feedback, from text tweaks to updated charts, so you can align strategic messaging without risking errors or duplication.

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

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

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

UniCredit

“UpSlide frees up time to concentrate on the real pitching activity."

Peter Dieler

Associate Director, DCM - UniCredit

Meridian Capital

“We’ve cut the time spent on pitch creation by up to 75% by using UpSlide. Before UpSlide, we would spend two hours creating an initial pitch. Now, we can create that same highly customized pitch in 30 minutes or less.”

Benton Sturt

Director - Meridian Capital

BDA Partners

“This is the best all-in-one tool on the market for increasing productivity and enabling bankers to produce higher quality presentations more efficiently.”

Claus Hansen-Damm

COO - BDA Partners

Singer Capital Markets

“UpSlide is by far the best software that we’ve experienced; not only is it so user-friendly, but the sophistication of the software is far beyond what we’ve come across previously. It’s refreshing to use features that are so bespoke to financial services.”

Joanna Osborne

Head of Marketing - Singer Capital Markets

Greenhill

We've made a push to standardize our templates globally. Without UpSlide, I don't believe that would have been possible. The tools we had before were extremely segmented, and implementing standardization would have been a huge challenge.

Senior IT Manager

Greenhill

BNP Paribas

UpSlide is mainly designed for teams who frequently use the Microsoft Office suite, and in particular investment banking teams.

Julienne Polenne

Head of IB Transformation - BNP Paribas

Reduce the Risk of Human Error

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.

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.

Maintain Quality Control Across Your Presentations

Quickly identify edits across text, tables, charts, and linked Excel data via an integrated pane in PowerPoint.

Prevent unwanted errors by choosing which changes to accept or reject in one click.

Perfect Your Presentation in Seconds

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.

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.

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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.