Dynamic Tombstone Library
Build pitchbooks even
more efficiently
Reduce the time spent manually sourcing and formatting tombstones for pitch decks and proposals.
Always retrieve accurate
deal data
Access pre-approved, up-to-date tombstone data from a central library in PowerPoint.
Boost pitchbook quality
and consistency
Always produce best-practice tombstones, in-line with your company’s style guide.
Filter and search for tombstones in seconds
Filter and search for tombstone data by deal size, date, geography and more, within PowerPoint. Plus, save your searches to source the content even faster.
Insert tombstones in multiple, custom formats
Effortlessly access CRM data within your Tombstone Library
Plug the Dynamic Tombstone Library into your existing deal database or CRM to display the most up-to-date deal data in PowerPoint.
Trust a centralized source for all transaction data
All transaction history will be stored, updated and maintained in a centralized database.
Make pitchbook creation even easier for your teams
We’ve cut the time spent on pitch creation by up to 75% by using UpSlide.
Before UpSlide, we would spend two hours creating an initial pitch. Now, we can create that same highly customized pitch in 30 minutes or less.
Benton Sturt, Director, Meridian Capital
Our bankers used to spend hours sourcing or creating tombstones. Now, they are confident that all updated, brand-compliant content is in the centralized Dynamic Tombstone Library, so they can pull together quality pitch decks much faster.
Joanna Osborne, Head of Marketing, Singer Capital Markets
UpSlide frees up time to concentrate on the real pitching activity. It eliminates the time spent organising the pitch, checking and proofing – you can rest assured that part is done correctly and instead concentrate on idea generation and adding value.
Peter Dieler, Associate Director, DCM, UniCredit
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.
Our Microsoft 365 expertise
13+ years
helping teams work better in Microsoft 365
98%
average renewal rate
Frequently asked questions
Can I get support on this feature?
Yes. With every UpSlide roll-out we offer a dedicated program of adoption training and support. We also publish technical guidelines for all of our features on our support site.
How does this compare to native Microsoft functionality?
Microsoft 365 currently has no dedicated functionality for building tombstones within PowerPoint. Having specialized in finance-specific enhancements to the Microsoft 365 workspace, UpSlide’s Dynamic Tombstone Library offers the most efficient and reliable tombstone-building interface for investment bankers and financial advisory professionals.
How secure is UpSlide?
Leading financial firms trust UpSlide thanks to our stringent security measures. We successfully completed a System and Organization Controls (SOC) 2 Type II audit, reflecting our commitment to the highest standards of security, availability, processing integrity and confidentiality.
We perform a security audit of our code before every release, use automated and manual testing to ensure each version meets strict quality and security standards, and integrate vulnerability management tightly within our development processes. UpSlide also integrates within your infrastructure, enabling you to keep full control of it. Even if you choose to use a cloud source for your library content, we still have zero visibility of your data.
How much does UpSlide cost?
UpSlide prices depend on the number of licenses you require, the options you want and your setup model. The Power BI Link is an optional module and isn’t part of our standard offer. If you want to know how much UpSlide would cost for you, please get in touch with us, and our team will be happy to give you a personalized quote.
Can I get an UpSlide trial?
As UpSlide is a completely customized solution, we tailor our technology to your unique needs and brand, so you get a high ROI. Therefore, we don’t typically offer free trials. However, we do recommend having a chat with one of our experts to discuss your challenges in Microsoft 365 to see how we can help you achieve your strategic goals.
