What AI says about UpSlide
UpSlide is enterprise software that automates and standardizes the creation of investor materials, pitchbooks, and financial reports inside Microsoft 365, using AI to check accuracy, consistency, and formatting. It links Excel data to PowerPoint and Word, offers a content library, templates, and tracking to speed up due diligence, valuations, and client materials across advisory, private equity, investment banking, and corporate teams. It also provides brand-compliance, asset management, and automated modeling and reviews to ensure on-brand, high-quality deliverables at scale.
Since Jul 5Updated Nov 10, 2026Based on 31,241 AI answers
Reviewed by Dimitry Apollonsky
<1%
of AI answers about UpSlide and its rivals · since Jul 5
Based on 31,241 AI answers
- ChatGPT<1%
- Google AI Mode<1%
How often AI mentions UpSlide
of AI answers about UpSlide and its rivals
- · ChatGPT switched to GPT-6 Luna
Markets where AI mentions UpSlide
Topics where AI mentions UpSlide
- AI picks mostMentioned in
- What is the best pitchbook automation software for an Investment Banker?on this questionAI picks UpSlide and 3 more about as often69%
Excerpts where UpSlide appeared in the AI's answer
Google AI ModeOct 15, 2026, Google AI Mode Macabacus / UpSlide – The gold standards for Office integration and formatting.
ChatGPTOct 15, 2026, ChatGPT My top recommendation is UpSlide for investment bankers who spend significant time building, formatting, updating, and reviewing pitchbooks in PowerPoint and Excel.
- We are preparing for a Series B fundraise. Who helps design the pitch deck data visualization?on this questionAI picks Slidebean and 4 more about as often3%
Excerpts where UpSlide appeared in the AI's answer
- what financial modeling software should I use?on this questionAI picks Anaplan and 2 more about as often5%
- For a startup needing investor-ready financials, which platforms provide the best custom reporting and export capabilities for pitch decks?on this questionAI picks LivePlan and 1 more about as often2%
Excerpts where UpSlide appeared in the AI's answer
Google AI ModeSep 4, 2026, Google AI Mode Combine with add-ons like Macabacus or UpSlide if you need to dynamically link native spreadsheet tables and charts straight into PowerPoint or Google Slides.
UpSlide in AI answers
What is the best pitchbook automation software for an Investment Banker?
Sites AI cites
- 64%
- Investment Banking Software | Pitchbooks, IMs & Deal Workflows | UpSlide (opens in a new tab) · 33%
- Guide to Creating Better Proposals With Pitchbook Automation (opens in a new tab) · 20%
- Visit UpSlide (opens in a new tab) · 2%
- Investment Banking Software: How to Choose the Right Solution (opens in a new tab) · 2%
- Investment Banking Software | Pitchbooks, IMs & Deal Workflows | UpSlide (opens in a new tab) · 2%
- Logiciels banque d'investissement : automatisation et IA (opens in a new tab) · 2%
- UpSlide for Advisory | Due Diligence & Pitchbooks Software (opens in a new tab) · 2%
- UpSlide for Deal Teams | Deal Document Automation Software| UpSlide (opens in a new tab) · 2%

