Master the language of PE funds, IB banks, and FA firms. Shift from feature pitching to outcome selling.
Result: Bigger deal sizes, shorter sales cycles, higher win rates.
Format: Self-paced online quizzes | Time: 15 min (5' per vertical)
What It Is: Three quizzes testing foundational knowledge of IB, FA, PE workflows, pain points, and deal structures
Examples: "In IB: what's the difference between a teaser and an info memo?" | "In PE: who controls LP reporting?" | "In FA, what's the difference between a VDD and an FDD?"
You'll Learn: Core terminology, workflow cycles, key stakeholders, decision timelines.
📝 IB Quiz 📝 FA Quiz 📝 PE QuizFormat: Matching exercise (video clips or transcripts) | Time: 5 min
What It Is: Listen to client quotes or watch clips and identify: Which industry? Which role? Which pain point are they surfacing?
Examples: "We have 17 iterations on this pitch and it still doesn't feel right" → IB banker, speed/accuracy pain
You'll Learn: How to recognize persona from language, how to tailor your pitch to specific pain, how to sound like you've spoken to dozens of similar clients.
📝 Start ExerciseFormat: Matching exercise | Time: 15 min (5' per vertical)
What It Is: Map each UpSlide feature to the top use case in IB, FA, PE.
Examples: Logo Finder: IB → Used for "Potential Buyers" | FA → Used for "Competition Landscape"
You'll Learn: Which features unlock which workflows, how to articulate feature value to different personas.
📝 Start ExerciseFormat: Written reflection (4 lines max) | Time: 5 min
What It Is: Explain the use case difference between Logo Finder and Tombstones. When should a user use one more than the other?
You'll Learn: Understand and explain feature choices to customers.
📝 Start ExerciseFormat: Written reflection (4 lines max) | Time: 15 min
What It Is: Reframe messaging from feature-centric to outcome-centric.
Examples: How else could you say "You can link Excel to PowerPoint" → "Your comps stay synced, so you never pitch outdated numbers"
You'll Learn: How to connect features to customer pain, why this matters for closing bigger deals.
📝 Start ExerciseFormat: Written reflection (4 lines max) | Time: 15 min
What It Is: Reframe discovery questions from uncovering feature gaps to surfacing workflow pains.
Examples: "Walk me through your last pitch. How many times did you update comps between initial and final? Who had to manually copy-paste?"
You'll Learn: How to ask questions that uncover pain, how to listen for process problems.
📝 Start ExerciseFormat: Open question | Time: 8 min
What It Is: Identify the 5 most critical topics you wish new joiners helped you deep dive about your industry and roles.
Examples: FA: "How Tax Teams are structured and how they interact with TAS advisors" | PE: "Why LP reporting deadlines drive everything and what goes wrong when it's late"
You'll Learn: Identify existing knowledge gaps so new joiners can bridge them as part of their onboarding.
📝 Start ExerciseExpand accounts by proactively identifying growth opportunities. Move from "support" to "trusted advisor."
Result: Higher ARR, lower churn, bigger upsells.
Format: Self-paced online quizzes | Time: 15 min (5' per vertical)
What It Is: Three quizzes testing foundational knowledge of IB, FA, PE workflows, pain points, and deal structures
Examples: "In IB: what's the difference between a teaser and an info memo?" | "In PE: who controls LP reporting?" | "In FA, what's the difference between a VDD and an FDD?"
You'll Learn: Core terminology, workflow cycles, key stakeholders, decision timelines.
📝 IB Quiz 📝 FA Quiz 📝 PE QuizFormat: Matching exercise (video clips or transcripts) | Time: 5 min
What It Is: Listen to client quotes or watch clips and identify: Which industry? Which role? Which pain point are they surfacing?
Examples: "We have 17 iterations on this pitch and it still doesn't feel right" → IB banker, speed/accuracy pain
You'll Learn: How to recognize persona from language, how to tailor your pitch to specific pain.
📝 Start ExerciseFormat: Matching exercise | Time: 15 min (5' per vertical)
What It Is: Map each UpSlide feature to the top use case in IB, FA, PE.
Examples: Logo Finder: IB → Used for "Potential Buyers" | FA → Used for "Competition Landscape"
You'll Learn: Which features unlock which workflows, how to articulate feature value to different personas.
📝 Start ExerciseFormat: Written reflection | Time: 15 min
What It Is: For each function, develop 3 discovery questions to ask in QBRs that uncover expansion opportunities and identify pain points before they become churn risks.
Examples: PE Example: "Walk me through your last fund report. What went wrong? When does it happen again? Who collaborated?"
You'll Learn: How to ask proactive questions, how to identify expansion signals, how to build strategic relationships with clients.
📝 Start ExerciseFormat: Matching exercise | Time: 15 min (5' per vertical)
What It Is: For each industry, identify which teams should be enabled with UpSlide to unlock growth.
Examples: PE Example: Currently using: Investor Relations (LP reporting) | Expansion #1: Investment Team (deal materials, portfolio analysis) | Expansion #2: CFO (financial forecasting, investor updates)
You'll Learn: How to see beyond current use, how to articulate expansion value, how to structure upsell conversations
📝 Start ExerciseFormat: Written reflection | Time: 10 min
What It Is: Shift from reactive to proactive. What industry-specific deadlines could you mark down and use as an outreach 2 weeks before with tailored content.
Examples: PE Example: "Q1 LP reporting deadline = March 31. Proactive outreach March 17 with fund report best practices template."
You'll Learn: How to anticipate customer needs, how to be a strategic partner, how to reduce churn through proactive engagement
📝 Start ExerciseTrain users with more agility by customizing your approach based on client end-goals and workflows.
Result: Better adoption, faster projection, lower churn risk.
Format: Self-paced online quizzes | Time: 15 min (5' per vertical)
What It Is: Three quizzes testing foundational knowledge of IB, FA, PE workflows, pain points, and deal structures
Examples: "In IB: what's the difference between a teaser and an info memo?" | "In PE: who controls LP reporting?" | "In FA, what's the difference between a VDD and an FDD?"
You'll Learn: Core terminology, workflow cycles, key stakeholders, decision timelines.
📝 IB Quiz 📝 FA Quiz 📝 PE QuizFormat: Matching exercise | Time: 15 min (5' per vertical)
What It Is: Map each UpSlide feature to the top use case in IB, FA, PE.
Examples: Logo Finder: IB → Used for "Potential Buyers" | FA → Used for "Competition Landscape"
You'll Learn: Which features unlock which workflows, how to articulate feature value to different personas.
📝 Start ExerciseFormat: Written reflection (4 lines max) | Time: 5 min
What It Is: Explain the use case difference between Logo Finder and Tombstones. When should a user use one more than the other?
You'll Learn: Understand and explain feature choices to customers.
📝 Start ExerciseFormat: Matching exercise | Time: 15 min (5' per vertical)
What It Is: For each industry, identify which teams should be enabled with UpSlide to unlock growth.
Examples: PE Example: Currently using: Investor Relations (LP reporting) | Expansion #1: Investment Team (deal materials, portfolio analysis) | Expansion #2: CFO (financial forecasting, investor updates)
You'll Learn: How to see beyond current use, how to articulate expansion value, how to structure upsell conversations
📝 Start ExerciseBuild features with less iterations because you'll project yourself into your clients' workflows. Switch from "what are they trying to achieve?" to "why are they doing it?"
Result: Lower rework, faster releases, better differentiation, meaningful work.
Format: Self-paced online quizzes | Time: 15 min (5' per vertical)
What It Is: Three quizzes testing foundational knowledge of IB, FA, PE workflows, pain points, and deal structures
Examples: "In IB: what's the difference between a teaser and an info memo?" | "In PE: who controls LP reporting?" | "In FA, what's the difference between a VDD and an FDD?"
You'll Learn: Core terminology, workflow cycles, key stakeholders, decision timelines.
📝 IB Quiz 📝 FA Quiz 📝 PE QuizFormat: Matching exercise (video clips or transcripts) | Time: 5 min
What It Is: Listen to client quotes or watch clips and identify: Which industry? Which role? Which pain point are they surfacing?
Examples: "We have 17 iterations on this pitch and it still doesn't feel right" → IB banker, speed/accuracy pain
You'll Learn: How to recognize persona from language, how to tailor your pitch to specific pain.
📝 Start ExerciseFormat: Matching exercise | Time: 15 min (5' per vertical)
What It Is: Map each UpSlide feature to the top use case in IB, FA, PE.
Examples: Logo Finder: IB → Used for "Potential Buyers" | FA → Used for "Competition Landscape"
You'll Learn: Which features unlock which workflows, how to articulate feature value to different personas.
📝 Start ExerciseFormat: Written reflection (4 lines max) | Time: 5 min
What It Is: Explain the use case difference between Logo Finder and Tombstones. When should a user use one more than the other?
You'll Learn: Understand and explain feature choices to customers.
📝 Start ExerciseCreate credible, specific messaging that resonates with prospects. Position UpSlide as FinServ expert, not generic SaaS.
Result: Higher lead quality, better conversion, lower CAC, stronger brand authority.
Format: Self-paced online quizzes | Time: 15 min (5' per vertical)
What It Is: Three quizzes testing foundational knowledge of IB, FA, PE workflows, pain points, and deal structures
Examples: "In IB: what's the difference between a teaser and an info memo?" | "In PE: who controls LP reporting?" | "In FA, what's the difference between a VDD and an FDD?"
You'll Learn: Core terminology, workflow cycles, key stakeholders, decision timelines.
📝 IB Quiz 📝 FA Quiz 📝 PE QuizFormat: Matching exercise (video clips or transcripts) | Time: 5 min
What It Is: Listen to client quotes or watch clips and identify: Which industry? Which role? Which pain point are they surfacing?
Examples: "We have 17 iterations on this pitch and it still doesn't feel right" → IB banker, speed/accuracy pain
You'll Learn: How to recognize persona from language, how to tailor your pitch to specific pain.
📝 Start ExerciseFormat: Matching exercise | Time: 15 min (5' per vertical)
What It Is: Map each UpSlide feature to the top use case in IB, FA, PE.
Examples: Logo Finder: IB → Used for "Potential Buyers" | FA → Used for "Competition Landscape"
You'll Learn: Which features unlock which workflows, how to articulate feature value to different personas.
📝 Start ExerciseFormat: Written reflection (4 lines max) | Time: 5 min
What It Is: Explain the use case difference between Logo Finder and Tombstones. When should a user use one more than the other?
You'll Learn: Understand and explain feature choices to customers.
📝 Start ExerciseFormat: Written reflection (4 lines max) | Time: 5 min
What It Is: Before drafting any marketing message or design, which critical questions should you ask yourself so your message or design converts
You'll Learn: How to move from feature copy to outcome-based messaging, how to make each message credible and specific to a vertical, how to close faster with better positioning
📝 Start ExerciseFormat: Written reflection (4 lines max) | Time: 15 min
What It Is: Reframe messaging from feature-centric to outcome-centric.
Examples: How else could you say "You can link Excel to PowerPoint" → "Your comps stay synced, so you never pitch outdated numbers"
You'll Learn: How to connect features to customer pain, why this matters for closing bigger deals.
📝 Start ExerciseHire people who are genuinely curious about FinServ and will thrive in a domain-focused culture.
Result: Better cultural fit, faster onboarding, higher retention, reduced hiring costs.
Format: Self-paced online quizzes | Time: 15 min (5' per vertical)
What It Is: Three quizzes testing foundational knowledge of IB, FA, PE workflows, pain points, and deal structures
Examples: "In IB: what's the difference between a teaser and an info memo?" | "In PE: who controls LP reporting?" | "In FA, what's the difference between a VDD and an FDD?"
You'll Learn: Core terminology, workflow cycles, key stakeholders, decision timelines.
📝 IB Quiz 📝 FA Quiz 📝 PE QuizFormat: Notion Toolkit to produce | Time: 45 min
What It Is: For each function: build a guide for interviewers reminding them why Financial Services knowledge matters for the role they're hiring, and how to test candidates on their interest/curiosity.
You'll Learn: How to hire for FinServ curiosity (not just domain expertise).
📝 Start ExerciseFormat: Pre-joining guide to produce (pdf) | Time: 45 min
What It Is: For each function: build a guide for candidates before they sign with UpSlide. It should state the importance of understanding the Financial Services ecosystem that includes how we'll support them upon arrival and how we make it a prerequisite for their probation period.
Examples: Should include: • Why it's important to be curious about it • How this mindset will make them thrive, • What resources they'll lean on when arriving
You'll Learn: How to ensure better cultural fit and higher retention.
📝 Start ExerciseFormat: Work on your side | Time: 20 min
What It Is: Navigate around this hub. the hub should become Entry Point for all New Joiners. Ensure all new joiners will be asked to fulfill the initiatives.
Examples: Add it to all boards / Global onboarding.
You'll Learn: How to set new hires up for success from day one, how to scale domain knowledge culture across the company.
📝 Start Exercise| Topic | Duration | Slides | Recording |
|---|---|---|---|
| Core Industries Overview | 41 min | Slides ↗ | Recording ↗ |
| FA Due Diligence Reports | 38 min | Slides ↗ | Recording ↗ |
| PE & Real Estate Mechanics | 55 min | Slides ↗ | Recording ↗ |
| IB Industry Fundamentals | 43 min | Slides ↗ | Recording ↗ |
Deep dive our core Persona's deliverables. Discover associated demo materials, their flow and the storytelling to adopt.
Format: Quizzes | Time: 15 min (5' per vertical)
What It Is: Three quizzes testing foundational knowledge of IB, FA, PE workflows, pain points, and deal structures
Examples: "In IB: what's the difference between a teaser and an info memo?" | "In PE: who controls LP reporting?" | "In FA, what's the difference between a VDD and an FDD?"
You'll Learn: Core terminology, workflow cycles, key stakeholders, decision timelines that shape customer behavior.
📝 IB Quiz📝 FA Quiz📝 PE QuizFormat: Matching exercise | Time: 5 min
What It Is: Listen to client quotes and identify: Which industry? Which role? Which pain point?
Examples: "We have 17 iterations on this pitch and it still doesn't feel right" → IB banker, speed/accuracy pain
You'll Learn: How to recognize persona from language, how to tailor your pitch to the specific pain you're hearing.
📝 Start ExerciseFormat: Matching exercise | Time: 15 min (5' per vertical)
What It Is: For each industry, identify which teams should be enabled with UpSlide to unlock growth.
Examples: PE: Currently using Investor Relations → Expansion: Investment Team, Portfolio Team, Finance Team, Deal Team
You'll Learn: How to see beyond current use, how to articulate expansion value, how to structure upsell conversations.
📝 Start ExerciseFormat: Matching exercise | Time: 15 min (5' per vertical)
What It Is: Map each UpSlide feature to the top use case in IB, FA, PE.
Examples: Logo Finder: IB → Used for "Potential Buyers" | FA → Used for "Competition Landscape"
You'll Learn: Which features unlock which workflows, how to articulate feature value to different personas.
📝 Start ExerciseFormat: Written reflection (4 lines max) | Time: 5 min
What It Is: Explain the use case difference between Logo Finder and Tombstones. When should a user use one more than the other?
You'll Learn: Understand and explain feature choices to customers.
📝 Start ExerciseFormat: Written reflection | Time: 5 min
What It Is: Before drafting any marketing message or design, which critical questions should you ask yourself so your message or design converts?
You'll Learn: How to move from feature copy to outcome-based messaging, how to make each message credible and specific to a vertical.
📝 Start ExerciseFormat: Written reflection (4 lines max) | Time: 15 min
What It Is: Reframe messaging from feature-centric to outcome-centric.
Examples: "You can link Excel to PowerPoint" → "Your comps stay synced, so you never pitch outdated numbers"
You'll Learn: How to connect features to customer pain, why this matters for closing bigger deals.
📝 Start ExerciseFormat: Written reflection (4 lines max) | Time: 15 min
What It Is: Reframe discovery questions from uncovering feature gaps to surfacing workflow pains.
Examples: "Walk me through your last pitch. How many times did you update comps? Who had to manually copy-paste?"
You'll Learn: How to ask questions that uncover pain, how to listen for process problems.
📝 Start ExerciseFormat: Written reflection | Time: 15 min
What It Is: Develop discovery questions to ask in QBRs that uncover expansion opportunities and identify pain points before they become churn risks.
Examples: PE: "Walk me through your last fund report. What went wrong? When does it happen again? Who collaborated?"
You'll Learn: How to ask proactive questions, how to identify expansion signals, how to build strategic relationships.
📝 Start ExerciseFormat: Open question | Time: 8 min
What It Is: Identify the 5 most critical topics you wish new joiners helped you deep dive about your industry and roles.
Examples: FA: "How Tax Teams interact with TAS advisors" | PE: "Why LP reporting deadlines drive everything"
You'll Learn: Identify existing knowledge gaps so new joiners can bridge them as part of their onboarding.
📝 Start ExerciseFormat: Written reflection | Time: 10 min
What It Is: Shift from reactive to proactive. What industry-specific deadlines could you mark down and use as an outreach 2 weeks before with tailored content.
Examples: PE: "Q1 LP reporting deadline = March 31. Proactive outreach March 17 with fund report best practices template."
You'll Learn: How to anticipate customer needs, how to be a strategic partner, how to reduce churn.
📝 Start ExerciseFormat: Work on your side | Time: 20 min
What It Is: Navigate around this hub. The hub should become the entry point for all new joiners. Ensure all new joiners will be asked to fulfil the initiatives.
You'll Learn: How to set new hires up for success from day one, how to scale domain knowledge culture across the company.
📝 Start ExerciseFormat: Notion Toolkit to produce | Time: 45 min
What It Is: Build a guide for interviewers explaining why Financial Services knowledge matters for the role they're hiring, and how to test candidates on their interest/curiosity.
You'll Learn: How to hire for FinServ curiosity (not just domain expertise).
📝 Start ExerciseFormat: Pre-joining guide to produce | Time: 45 min
What It Is: Build a guide for candidates before they join UpSlide. State the importance of understanding the Financial Services ecosystem, how we'll support them, and how it's a prerequisite for their probation period.
You'll Learn: How to ensure better cultural fit and higher retention.
📝 Start Exercise