Boosting productivity in investment banking

Cut pitchbook, IM and report creation time in half and eliminate unfulfilling, heavily manual work with UpSlide.
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Enhance wellbeing

Free your team from frustrating, repetitive tasks so they can focus on more fulfilling parts of their job

Boost productivity

Use document automation with repetitive tasks like sourcing content, updating data and formatting slides

Guarantee quality

Ensure that data, and content such as tombstones, are on-brand and up-to-date across all presentations

Save 7+ hours each month on document generation

Creating great pitchbooks is hard. Strict deadlines, multiple revisions and the pressure of ensuring brand compliance make it even tougher. That’s why investment bankers rely upon UpSlide’s document generation software to help them build more impactful deliverables faster, in Microsoft Office.

Update all pitchbook data in seconds

Export tables, charts and text from Excel to PowerPoint with ease, with our robust link.


No matter how many links you have in your presentation, you can update all of them in a single click.

Discover the Excel to PowerPoint Link

Find and insert pre-formatted tombstones within PowerPoint

Filter and select the relevant, up-to-date credentials for your pitchbooks and proposals.


Choose your preferred format: a tombstone, detailed case study or simple logo, and then perfectly arrange on your slides within a few clicks.

Discover the Dynamic Tombstones Library

Catch and correct all errors with ease

Audit your pitchbooks and proposals with a single click.


Identify errors such as outdated content, incorrect fonts, misaligned shapes or empty placeholders, and fix them instantly.

Discover Slide Check

Ensure tables and charts are brand compliant in one click

Instantly apply your graphic charter to Excel tables and charts with a single click, to ensure brand consistency across all deliverables.


Every new chart created will automatically comply with your company’s brand guidelines.

Discover Smart Format
  • Société Générale
  • Greenhill
  • Natixis

Learn how to create great pitchbooks in half the time

Find out how analysts and associates at BNP Paribas are eliminating manual, repetitive tasks with document automation software, so they can focus on higher-value, more rewarding work.

Watch this webinar
  • UpSlide has streamlined our daily actions in Microsoft Office. Whether it be making sure content is consistent or increasing productivity, there’s a lot that UpSlide can be thanked for.

    Read Greenhill's story
    Vice President
  • UpSlide is mainly designed for teams who frequently use the Microsoft Office suite, and in particular investment banking teams. Most of their time focuses on creating PowerPoint presentations featuring complex Excel models.

    Read BNP Paribas' story
    Julien Polenne
    Head of IB Transformation, BNP Paribas CIB EMEA
  • Our users are saving a significant amount of time on document creation.

    Over the first three months, they estimated UpSlide is saving them 23% of the usual time spent per month on creating these documents – a saving of 5 hours per month per user.

    Read FRP Advisory's story
    Laura West
    National Marketing Director, FRP Advisory