UpSlide for private equity

Guarantee data accuracy and quality across all deliverables

Create best-practice investment memorandums, fund reports, and due diligence reports in half the time with UpSlide.

4.9/5 customer satisfaction

98% renewal rate

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.


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

Leverage intuitive modeling tools to efficiently navigate your workbooks, identify formula errors, distinguish between different data types, and more.

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

Guarantee data accuracy across all your deliverables

Export key fund data from Excel directly to PowerPoint and Word. Update thousands of linked data points in seconds, without ever leaving your document.

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.

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

Keep slides best-practice and perfectly on-brand with the ability to lock slides and prevent accidental edits taking place.

Guarantee legal compliance in all materials

Link key disclaimer and overview slides to multiple decks and update them all at once across your corporate library.

The industry standard for private equity


largest team size

5+ hours

saved per user, per month


users in private equity

Create structured, on-brand decks in half the time

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.

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

Identify and fix misalignments, incorrect branding, punctuation errors and out-of-date content in one click.

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​

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