UpSlide

UpSlide is a Microsoft 365 add-in that automates the production of finance documents such as pitchbooks, information memorandums and reports. It applies approved templates and brand formatting, links Excel model data to PowerPoint, and offers an AI Consistency Check that flags calculation errors and contradictions.

Its customers are finance professionals in investment banking, advisory, asset management and private equity, as well as marketing, reporting and IT teams in those firms. The company sells licences on an enterprise basis, with a stated minimum of five licences and tailored rollout and onboarding.

UpSlide was founded in 2009 by Antoine Vettes and Philippe Chazalon, and its first version launched in 2011. The website lists offices in New York, London, Paris, Singapore and Berlin, reports over 900 teams worldwide, and states B Corp certification since 2022. Open roles listed are in London and Paris, covering customer success, sales, revenue operations, product marketing, support and people operations.

Product: Microsoft 365 add-in for PowerPoint, Excel and Word that applies brand templates, links figures to models and runs AI consistency checks on finance documents.