AI TOOL PROFILE
UpSlide: M&A Document Automation for Microsoft 365
- Productivity
- Document Automation
- Investment banking teams
- Private equity firms
- Financial advisory firms
- Asset management companies
- Enterprise financial reporting teams
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing, including the setup fee and license costs, on the vendor website.
At a glance
- Best for
- Investment banking teams, Private equity firms, Financial advisory firms, Asset management companies, Enterprise financial reporting teams
- Key use cases
- Pitchbook and Proposal Creation, Due Diligence Reporting, Brand Compliance Rollouts, Portfolio and Fund Reporting
- Integrations
- Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Power BI
- Official website
- Visit upslide official website
How AI is used
UpSlide is a Microsoft 365 add-in designed to automate document creation and branding for the M&A ecosystem. It integrates into the ribbon of PowerPoint, Excel, Word, Outlook, and Power BI, allowing users to manage data and design within these applications.
The tool is built for investment banks, private equity firms, and advisory teams who produce complex financial documents. It helps reduce manual effort required to sync data between spreadsheets and presentations while supporting corporate brand guidelines.
Capabilities include linking Excel tables and charts to PowerPoint, tracking changes in presentations, and using AI to scan for contradictory information or calculation errors. This may help firms maintain accuracy in environments where data precision is required.
Buyers should note that this is an enterprise-level tool with a minimum license requirement and a multi-week implementation process. It is built for Windows environments and is not fully compatible with Mac.
Key Features
Excel to PowerPoint Link
Links and updates Excel tables and charts in PowerPoint or Word to help maintain data accuracy.
AI Consistency Check
Uses AI-powered review to scan presentations for incorrect calculations or contradictory narrative information.
PowerPoint Track Changes
Provides a review experience to track, accept, or reject edits within PowerPoint presentations.
Content Library
Provides teams with a centralized repository of approved slides and corporate materials.
Template Management
Supports the management of automated, branded templates across the organization.
Slide Check
Audits presentations to identify typos, empty placeholders, or branding errors.
Use Cases
Pitchbook and Proposal Creation
Supports the production of pitchbooks and proposals by linking financial data from Excel.
Due Diligence Reporting
Supports the creation of due diligence and valuation reports for M&A workflows.
Brand Compliance Rollouts
Helps update company-wide documents and templates during a corporate rebrand to maintain consistency.
Portfolio and Fund Reporting
Supports the creation of standardized portfolio updates and fund reports for asset management.
Integrations
- Microsoft PowerPoint
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Microsoft Power BI
FAQ
Who is UpSlide designed for?
- UpSlide is designed for teams in investment banking, private equity, and advisory that produce high volumes of branded, data-heavy Microsoft 365 documents.
Does UpSlide work on Mac?
- UpSlide is a VSTO add-in and is not fully compatible with Mac, though some specific modules like the Outlook Signature Manager are supported.
How long does it take to deploy UpSlide?
- Implementation typically takes between four to six weeks, involving setup, user acceptance testing, and rollout.
Is there a free trial available?
- UpSlide typically does not offer free trials as the software is a customized solution tailored to a firm's specific brand and workflows.
Source category: Productivity
Source subcategory: Document Automation
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