Automate Data Reporting with UpSlide's Private Equity Software
One Add-In for All Your Team's Needs
Fund Accounting
Create recurring reports faster in PowerPoint and Word.
Investment Specialists
Build models and format data more efficiently in Excel.
Marketing
Maintain brand consistency across all documents, firmwide.
Investor Relations
Ensure all client deliverables contain the most accurate figures and information.
Intuitive Features to Accelerate Your Workflows
Prepare Data More Effectively in Excel
Build Complex Financial Models with Ease
Leverage intuitive modeling tools to efficiently navigate your workbooks, identify formula errors, distinguish between different data types, and more.
Create Professional, On-Brand Excel Visuals
Automatically transform tables and charts into your company’s branding for more impactful client presentations.
Guarantee Data Accuracy Across All Your Deliverables
Link Excel to PowerPoint and Word Instantly
Export key fund data from Excel directly to PowerPoint and Word. Update thousands of linked data points in seconds, without ever leaving your document.
Import Power BI Visuals via an In-App Window
Open and filter whole Power BI dashboards for your deliverables via an in-app pane in PowerPoint and Word. Link selected visuals or whole pages from Power BI and update them instantly.
Create Recurring Reports Even Faster
Duplicate your deck and refresh all Excel and Power BI links to accurately pull through the most relevant data.
Effortless Content Management and Quality Control
Minimize the time your relationship and portfolio managers spend customizing decks with the shared Content Library in PowerPoint, Word and Excel.
Prevent Unwanted Edits to Commercial Presentations
Guarantee Legal Compliance in All Materials
The Industry Standard for Private Equity
Rachel Cormican, Marketing Manager, Coller Capital
largest team size
saved per user, per month
users in private equity
Create Structured, On-Brand Decks in Half the Time
Choose a Template for Every Task
Get started with a selection of pre-built, brand-compliant templates. Whether it’s a quarterly fund report, investment memorandum, or roadshow pitch, trust that you have a template for every scenario.
Guarantee Perfect Formatting in Every Slide
Arrange shapes, swap text, and apply pre-set company styles to elements across your presentation with our intuitive formatting tools.
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.
Cut Reviewing Time by 50%
Remove notes and comments, and convert a deck to PDF format in one click.
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.
Start streamlining your firm’s workflows today with UpSlide
