Dynamic Bio Library

Insert consistent, up-to-date bios into your pitchbooks and proposals, without leaving PowerPoint.
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Productivity

Get accurate team information and insert on-brand bios into PowerPoint

Compliance

Guarantee that all teams are inserting consistent, perfectly formatted bios into their presentations

Flexibility

Showcase your team in a variety of formats, such as full biographies, contact cards or headshots

Easily access updated bios for your pitchbook or proposal

Enable teams to filter and search for individuals according to multiple criteria, directly within PowerPoint. Customize these filters to suit your precise needs.

Create bios in multiple formats, on-demand

Once you’ve selected your team members, choose your preferred branded format, be it a contact card, complete biography, or headshot. These formats can be personalized to your company’s preferences.

 

The bio will be then created on-demand to include the most up-to-date information and visuals.

Insert and arrange bios in one-click

The Dynamic Bio Library enables you to position the bios in perfect alignment over one or multiple slides.

We can also help you insert up-to-date credentials into your pitchbooks.

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Manage bio data easily via a centralized source

New promotion within the team? Admins can update the bio database within seconds. All team information is stored, updated, and maintained in a central Excel file and image folder. Rest assured that your users are inserting accurate bios into their pitchbooks or proposals.

 

Plug the Dynamic Bio Library onto your existing deal database or CRM. Ask us for our ever-growing list of integrations.

Even your most complex needs are taken care of

Need a different bio layout for a specific team? Or want to customize user editing access? Our team will ensure that your Dynamic Bio Library handles all complex logic with ease.

 

Your Dynamic Library will cater to your needs from day one; then, moving forward, your administrators will have full autonomy!

  • We save considerable amounts of time creating our documents. UpSlide has become so important in our daily lives that we can’t even imagine how we would work without it.

    Firas Abou Merhi
    Head of Financial Advisory, Mazars
  • The immediate reaction from the team was: This is great, why didn’t we have it before?

    Rachel Cormican
    Marketing Manager, Coller Capital
  • Over the first three months, they estimate UpSlide is saving them 23% of the usual time spent creating these documents – a saving of 5 hours per month per user.

    Laura West
    National Marketing Director, FRP Advisory