UpSlide for Investment Banking

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

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Save up to 9.5h each month by building pitchbooks and presentations 5X faster

UpSlide is a Microsoft Office add-in built for investment bankers using Excel, PowerPoint and Word every day (M&A, Leverage Finance, Project Finance, Structured Finance…). Our software saves you time on non-value-added tasks involved in the creation and updating of pitchbooks, proposals, investor presentations, and reports.

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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

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

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

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?



flawless sales presentations and pitches



your reportings in just a few clicks



compliance and homogeneity of all your materials

  • Natixis
  • Deloitte
  • Greenhill
  • Mediobanca
  • Edmond de Rotschild
  • Clearwater
  • RMB
  • Oaklins
  • Harris Williams

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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