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Key people at UpSlide.
UpSlide develops an integrated document automation platform that functions as an add-in for Microsoft 365 applications, including PowerPoint, Excel, Word, Outlook, and Power BI. This solution empowers users to streamline the creation of high-quality, on-brand documents by automating repetitive tasks. Its core capabilities focus on enhancing productivity, ensuring brand compliance, and facilitating data integration directly within familiar office environments, allowing professionals to generate polished outputs efficiently.
The company was co-founded over a decade ago by Philippe Chazalon and Antoine Vettes. Their insight stemmed from recognizing the inefficiency and time lost by professionals in financial and consulting services due to manual document preparation and formatting. They envisioned a technological solution that would free up valuable time, enabling users to concentrate on strategic analysis and creative work rather than tedious, low-value tasks.
UpSlide primarily serves financial and professional services teams globally, equipping them with tools to produce compliant and visually consistent materials. The company's vision is centered on helping people work better by providing intelligent solutions that give back time for thought and creativity. It aims to empower professionals to focus on high-value, rewarding projects, continually evolving its offerings to meet the dynamic needs of its sophisticated user base.
Key people at UpSlide.
UpSlide is a Paris-based software company founded in 2009 that develops AI-powered document automation and brand compliance tools integrated into Microsoft 365 applications like Excel, Word, PowerPoint, Power BI, and Outlook[1][2][6]. It primarily serves financial and professional services firms—such as KPMG, UniCredit, BNP Paribas, Rothschild & Co., and Coller Capital—helping over 900 companies across 60+ countries produce compliant, high-quality presentations and reports in half the time by automating repetitive tasks, linking data, and enforcing branding[1][2][5][6]. With 164 employees and $16.8 million in 2024 revenue, UpSlide is a B Corp-certified business prioritizing positive impact on people, clients, and the environment while boosting user productivity and satisfaction[1][2][6].
UpSlide was founded in 2009 by co-founder and CEO Philippe Chazalon, emerging from a mission to enhance productivity and enjoyment in Microsoft Office for finance professionals[2][4][6]. The idea stemmed from recognizing inefficiencies in document creation within financial services, leading to tools that add features like Excel-to-PowerPoint linking, shared content libraries, slide checks, smart formatting, and specialized charts (e.g., waterfalls, CAGR arrows)[1][4]. Early traction built over 10+ years, with the company evolving into a Microsoft Solutions Partner blending tech, finance, and design expertise; by 2022, it achieved B Corp certification, formalized employee ownership (30% shares by end-2021), and expanded initiatives like NGO pricing discounts[4][6]. Pivotal moments include serving 500+ teams globally and powering efficiency for firms like Coller Capital, which adopted it for cross-office collaboration[5].
UpSlide stands out in document automation through seamless Microsoft 365 integration tailored for finance:
UpSlide rides the wave of AI-driven productivity tools in Microsoft 365, capitalizing on the shift toward automation in knowledge work amid rising demands for efficiency in financial services[1][6]. Timing aligns with post-pandemic remote collaboration needs and B2B SaaS growth, where firms face pressure to cut document creation time while maintaining compliance—market forces like regulatory scrutiny and data-heavy reporting favor its niche[5]. It influences the ecosystem by empowering 165,000+ users at top firms to focus on strategic tasks, fostering better work cultures, and promoting sustainable business via B Corp standards; as a Partech portfolio company, it exemplifies European SaaS scaling in fintech adjacencies[5][6][7].
UpSlide is poised for accelerated growth through deeper AI enhancements in Microsoft 365 and expansion into adjacent professional services, leveraging its $16.8M revenue base and B Corp appeal to attract ESG-focused clients[2][6]. Trends like generative AI for content and hybrid work will amplify demand, potentially doubling adoption as finance digitizes further. Its influence may evolve toward ecosystem leadership, partnering with more Microsoft tools and scaling employee ownership for innovation—reinforcing its core promise of faster, better documents that free teams for high-impact work[1][5].
