UpSlide for Investment Banking

You work in Investment Banking? Stop wasting time on Excel and PowerPoint, try UpSlide!

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Investment Banking

Save up to 9.5h each month in the update of your pitchbooks and info memos

UpSlide is an add-in dedicated to investment bankers using Microsoft Office every day (M&A, Leverage Finance, Project Finance, Structured Finance…). Our software saves you a lot of time in the creation and update of your pitchbooks, Info Memos and reportings.

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PowerPoint, Excel and Word re-thought for Investment Banking

Work five times faster by automating the low value tasks

Excel-PowerPoint Link

Link Excel-PowerPoint

Export Excel tables, charts or key figures from Excel to PowerPoint in a single click. Your source data is exported as enhanced metafiles in PowerPoint, keeping your presentations light and your data secured. Creating a pitchbook has never been so easy!

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Shared Library

Library

Share and access to your branded and up-to-date corporate slides, logos, and disclaimers directly from Office. Need to work on a request for proposal? A keyword is enough to find all the elements you need in your PowerPoint or Word library.

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Slide Check

Slide Check

Make sure your slides are up-to-date and your layout flawless thanks to the Slide Check. Need a last review of your pitch? Ensure compliance of your content and correct typos in one click.

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Why choose UpSlide for your Investment Bank?

1

Create

flawless sales presentations and pitches

2

Update

your reportings in just a few clicks

3

Ensure

compliance and homogeneity of all your materials

  • Natixis
  • Deloitte

They "UpSlide" every day

  • UpSlide Fan 1

    Perfectly integrated to the Microsoft Office environment, UpSlide enabled us to save valuable time by automating part of the layout, while adapting to our corporate style guide.

    Oriane Benveniste Profichet
    M&A Director, Cambon Partners
  • UpSlide Fan 2

    Thanks to UpSlide our bankers can now rely on the Library to build their customized client presentations. They have access to 250 branded, compliant slides. The design is flawless and the compliance of the content is ensured.

    Yannick Fouillet
    Digital Project Director, Natixis Wealth Management
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