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UpSlide for Investment Banking

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

Connect data from Microsoft PowerPoint to Excel or PowerPoint to Word, and build DCF models quicker
Create top quality, accurate pitchbooks, reports, and information memorandums with UpSlide.
4.9/5 customer satisfaction
98% renewal rate
Connect data from Microsoft PowerPoint to Excel or PowerPoint to Word, and build DCF models quicker

The Leading Productivity Tool for Investment Banking

Intuitive Features that Save 7h Per User, Per Month

Add IfError formulas to financial models in a click

Prepare Data More Effectively in Excel

Add IfError formulas to financial models in a click

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

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

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.

Quickly Review Edits to Pitchbooks​

A competition landscape slide with a track changes pane showing two edits

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.

A competition landscape slide with a track changes pane showing two edits

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

Reduce the Risk of Human Error

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. 

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.

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.

Build perfect PowerPoint presentations with UpSlide's brand compliance tools

Perfect Your Presentation in Seconds

Build perfect PowerPoint presentations with UpSlide's brand compliance tools

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

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

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Trusted by Financial and Professional Services Teams for Over a Decade​

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

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Want to deep dive into your industry trends?

Check out our latest Investment Banking Software 2024 report.