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The ultimate Office 365 add-in for the entire M&A ecosystem, helping firms produce top-tier pitches and reports faster with AI and automation.

UpSlide is a Microsoft Office add-in designed to streamline the creation of presentations, reports, and other documents for investment banking, advisory, and private equity firms. It integrates directly into PowerPoint, Excel, Word, Power BI and Outlook, providing features like Excel to PowerPoint linking for dynamic data updates, one-click formatting for brand consistency, and a marketing-approved library for accessing pre-approved slides and assets. UpSlide employs AI to automate consistency checks and track changes, reducing review cycles and ensuring error-free deliverables. Its value proposition lies in cutting down the time spent on manual tasks, improving data accuracy, and maintaining brand compliance across all documents. UpSlide enhances productivity by facilitating access to approved content, automating formatting tasks, and ensuring data accuracy, leading to faster pitchbook creation times and significant operational savings.
UpSlide is a Microsoft Office add-in designed to streamline the creation of presentations, reports, and other documents for investment banking, advisory, and private equity firms.
Explore all tools that specialize in ai-powered formatting. This domain focus ensures UpSlide delivers optimized results for this specific requirement.
Creates unbreakable links between Excel models/charts and PowerPoint, updating data in seconds.
Applies predefined brand guidelines and formatting rules to presentations with a single click.
Provides access to the latest approved slides, content, and assets within PowerPoint.
Automatically tracks changes made to PowerPoint decks, simplifying the review process.
Uses AI to identify inconsistencies and off-brand elements in presentations.
Inserts perfectly formatted, up-to-date credentials into pitchbooks and proposals automatically.
Kick-off meeting to define requirements and customization needs.
Setup and configuration of UpSlide add-in within the organization's Microsoft 365 environment.
User acceptance testing to ensure the add-in functions correctly with existing workflows.
Rollout of UpSlide to all users, including customized training sessions.
Ongoing support and maintenance to address any technical issues and ensure long-term adoption.
Custom Onboarding Emails
Online tutorial videos
All Set
Ready to go
Verified feedback from other users.
"UpSlide is highly regarded for its ability to improve efficiency, ensure brand consistency, and reduce errors in document creation."
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