Product Features

Discover how Octigen automates your slide decks with templates, data injection, and AI content.

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Flexible plans for individuals and teams. Find the right fit for your reporting needs.

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template.pptx
Your Fund Name
NAV €XXXX.XX
YTD +XX.X%
+
Data Sources
📊 portfolio_data.xlsx
🔗 Bloomberg API
🗄️ Fund Database
⚡ OCTIGEN
Global_Equity_Q4.pptx
Global Equity Fund
NAV $142.85
YTD +18.4%
✓ Native PPTX
Data-Driven Automation

Your templates.
Your data.
Automated.

Connect Excel, APIs, databases, or SFTP feeds directly to your PowerPoint placeholders. Octigen injects values into native shapes (text boxes, charts, tables), preserving your exact formatting.

Schedule production, distribute automatically.
The output is a 100% native .pptx file you can further edit if needed.

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AI Content Assistant

AI that understands
your data

Need a market commentary? Portfolio analysis summary? Investment thesis?

Octigen's AI reads your data, understands context, and generates professional content that fits your brand voice. Review, refine, approve. You're always in control.

From structured tables to narrative paragraphs, the AI adapts to what each slide needs.

Talk to us
🤖 Octi AI

I've analyzed your portfolio data. Would you like me to generate a Q4 performance summary for your investor presentation?

You 👤

Yes, create a table showing top 5 holdings with sector allocation and quarterly returns.

🤖 Octi AI

Here's your top holdings table:

Holding Sector Weight Q4 Return
Nestlé SA Consumer Staples 8.2% +12.4%
Novartis AG Healthcare 7.5% +8.7%
UBS Group Financials 6.8% +15.2%
ABB Ltd Industrials 5.4% +9.1%
Zurich Insurance Financials 4.9% -2.3%
✓ Content added successfully
Built For Your Workflow

Find your use case

Whether you're producing fund reports, crafting research presentations, or closing sales deals, Octigen adapts to your workflow.

Asset Managers & Fund Admins

Fund Reporting

Automate factsheets, investor presentations, and quarterly reports. Connect your portfolio data, schedule production, and let Octigen handle the rest.

Factsheet automation Multi-fund support Scheduled reports
Explore Fund Reporting
Analysts & Consultants

Business Professionals

Transform research, PDFs, and spreadsheets into client-ready presentations in minutes. AI proposes the narrative, you stay in control.

Research to deck AI commentary Brand compliance
Explore for Analysts
Sales Teams

Sales Professionals

Generate personalized, on-brand pitch decks in minutes. Walk into every meeting with a tailored story that speaks to your client's needs.

Personalized decks CRM integration Deal acceleration
Explore for Sales
The Team Behind Octigen

Built by practitioners, for practitioners

We've spent years building data solutions, writing quant models, and creating reports for demanding clients. Octigen is the tool we wished we had.

Michel Müller, Co-Founder

Michel Müller

Co-Founder & CEO
PhD, MSc ETH Zurich 15+ Years in Software

Architect of enterprise-grade systems with deep expertise in high-performance computing. Michel has spent 6+ years building data infrastructure for the finance industry, and now he is the man behind Octigen's core engine.

Kevin Graziani, Co-Founder

Kevin Graziani

Co-Founder & CFO
Dual MSc, Cum Laude Quant Finance

Former front-office analyst at Credit Suisse Investment Bank & UBS Asset Management. Kevin combines quantitative rigor with a passion for elegant solutions, leading Octigen's vision to transform how professionals present data.

Who we are
Let's Talk

Ready to transform your presentations?

Whether you're automating fund reports or creating AI-powered pitch decks, we're here to help. Tell us your challenge and we'll show you what's possible.

⚡
15-Minute Demo See Octigen in action with your use case
🎯
Custom Pilot Test with your templates & data sources
💬
Expert Consulting First hour free, no strings attached
Octigen's team is trusted by
Asset Managers Fund Administrators Consulting Firms
Common Questions

AI Automated PowerPoint Reporting — FAQ

AI automated PowerPoint reporting is the process of using artificial intelligence to generate corporate PowerPoint slide decks from your data automatically — no manual formatting, no copy-pasting, no chart-updating. Octigen connects to your data sources (Excel, databases, APIs), learns your existing PowerPoint templates, and produces fully-editable, pixel-perfect reports every time you run them.

In four steps: upload your existing PowerPoint template, connect your data sources, define a reusable workflow specifying which slides to generate and in what order, and run it. Octigen's AI generates the complete, branded report automatically — and you can re-run it every month, quarter, or week without rebuilding anything.

Any recurring corporate report that follows a consistent template and uses live data: fund factsheets and quarterly investor reports, client-facing business presentations, sales pitch decks from CRM data, monthly KPI decks, and more. If you rebuild it every period from the same template, Octigen can automate it.

Yes — that is the core of how Octigen works. You upload your existing PowerPoint template. Octigen learns its structure and branding, and generates all future reports using that exact template. Your corporate design, layout, and fonts stay intact.

Yes. Every report generated by Octigen is a native .pptx file — fully editable in PowerPoint, with real charts (not images), live text, and your original branding. You can always open it in PowerPoint and make final adjustments before sending.