Frankfurt/ Berlin Germany – Leverest, the industry-leading software platform for debt financing, has partnered with UpSlide, the leading brand compliance and productivity solution for Microsoft 365 in the financial services sector.
Leverest’s platform connects borrowers, advisors, and lenders to simplify debt financing workflows. Alongside UpSlide’s automation solutions, the collaboration means finance professionals can not only build better documents faster, but ensure that these documents are efficiently stored and shared during a deal.
The financial sector is increasingly turning to automation to streamline operations. According to UpSlide’s research in the investment banking sector, 85% of professionals see automation for repetitive and time-consuming tasks as key to improving efficiency. By combining UpSlide’s document automation technology with Leverest’s debt financing platform, users can eliminate manual inefficiencies, ensuring accuracy and compliance throughout the financing process.
This partnership enables firms to handle complex transactions more effectively by reducing the time spent on document formatting and data management. By incorporating automation at key stages of the financing workflow, financial professionals can also focus on strategic decision-making rather than administrative tasks.
Julien Villemonteix, CEO at UpSlide, comments:
“We’re excited to partner with Leverest and see the collaboration as another key way to improve the lives of finance professionals. By combining our expertise in document automation with Leverest’s debt financing platform, we’re providing a highly efficient solution to streamline processes and improve productivity across the sector. Using technology to create significant advantages helps our clients navigate an increasingly competitive market successfully.”
Jan-Moritz Hohn, CEO of Leverest, comments:
“We’re delighted to work with UpSlide as the leading productivity and branding solution for financial services firms. Together, we’re enhancing the way finance professionals create, manage, and share documents, driving greater efficiency and collaboration throughout the debt financing process.”
UpSlide’s focus on efficiency and compliance has contributed to a 98% client renewal rate, reflecting its commitment to delivering high-quality automation solutions. This new partnership with Leverest will offer yet more seamless and integrated solutions, further strengthening UpSlide’s position as a trusted partner for financial professionals.
About UpSlide
UpSlide provides the most effective way of working in Microsoft 365 for busy financial services professionals, combining ease of use and reliability with premium setup, seamless integration, and high adoption for long-term success. For the last 13+ years, UpSlide has been helping some of the most well-known companies in financial and professional services to boost productivity, while improving brand consistency across their corporate documents. As a Microsoft Solutions Partner, UpSlide brings together expertise from the tech, finance and design fields to help clients like KPMG, UniCredit, BNP Paribas, Rothschild & Co., and many more to improve their processes and empower staff to focus on more rewarding tasks. UpSlide is a certified B Corporation, upholding the belief that businesses should have a positive impact on society. For more information, visit upslide.net.
About Leverest
Leverest offers an innovative solution for brokering, organizing, and executing financing transactions through the use of cutting-edge technology. Leverest connects companies, private equity investors, and advisors via a digital platform with a network of top-tier lenders. Our process management software supports the financing process from start to finish with AI and intelligent data analysis, connecting clients with the most suitable lenders, and lenders with the most suitable companies. The digital processing of documents and the associated rapid exchange of information aid the process towards the successful completion of financing. Led by an international team, Leverest has offices in the U.S. and Europe. For more information, visit leverest.net and connect with us on LinkedIn.
