UpSlide

UpSlide is an AI-powered Microsoft 365 add-in for the entire M&A ecosystem.

Its software helps financial services firms improve efficiency and ensure brand compliance when creating deliverables. With easy-to-use features in PowerPoint, Excel, Word, Power BI, and Outlook, its solution automates manual, repetitive tasks, helping teams create perfectly formatted, high-quality deliverables faster.

From structuring reports and finding approved content to auditing complex Excel models and linking this data to PowerPoint, UpSlide’s features save time and automatically fix errors within deliverable creation.

Through UpSlide’s partnership with Intapp, users can seamlessly turn DealCloud’s data and insights into brand-compliant deliverables within Microsoft 365


Partner type

  • Data Integration

Product

  • Intapp DealCloud

Partner market

  • Accounting
  • Consulting
  • Corporate
  • Financial Services