1. Veeva Systems for professional and financial services firms.

2. Salesforce customized for legal, consulting, and finance industries.

3. SAP or Oracle for the specialized operational needs of law firms, banks, and consultancies.

• DealCloud: A cloud-based platform for financial services firms, providing CRM, pipeline management, and deal execution tools.
• Intapp Intake: A service that streamlines the client and matter intake process, including conflict checks and compliance workflows for professional services firms.
• Intapp Walls: A solution for managing ethical walls and information barriers, ensuring compliance and preventing conflicts of interest within professional firms.
• Intapp Time: A service designed for accurate and automated time capture and reporting, optimizing billing and operational efficiency for professional firms.

Intapp (symbol: INTA) sells primarily to other companies, specifically professional and financial services firms. Due to the diversified nature of its customer base, Intapp does not have individual "major customers" that account for 10% or more of its total revenue, and therefore, specific customer names are not publicly disclosed in its financial filings.

Instead, Intapp serves a broad range of firms across the following categories within the professional and financial services sectors:

• Professional Services Firms: This category primarily includes large and mid-sized law firms, accounting firms, and consulting firms. These firms utilize Intapp's software solutions for client lifecycle management, business development, risk management, compliance, and operational efficiency.
• Private Capital Markets Firms: This category encompasses private equity firms, venture capital firms, hedge funds, and other asset managers operating in the private capital markets. They leverage Intapp's platforms for deal sourcing, investor relations, fund management, and compliance.
• Investment Banking Firms: Firms engaged in mergers & acquisitions (M&A), corporate finance, and advisory services are also key customers. They use Intapp's solutions for client relationship management, engagement execution, and regulatory compliance.

• Amazon Web Services (part of Amazon.com, Inc.) (AMZN)
• Microsoft Azure (part of Microsoft Corporation) (MSFT)

John Hall, Chairman and Chief Executive Officer

Mr. Hall joined Intapp in 2004 and has been instrumental in building the company into a global leader in software for professional and financial services firms. Prior to his tenure at Intapp, Mr. Hall co-founded VA Linux Systems and played a pivotal role in guiding the company from its startup phase to a successful initial public offering (IPO). Intapp also received a strategic investment from Great Hill Partners, a private equity firm, in 2013.

David H. Morton, Jr., Chief Financial Officer

Mr. Morton joined Intapp as Chief Financial Officer in August 2023, bringing over 20 years of experience in the technology industry. Before Intapp, he served as CFO at DigiCert from November 2021 to August 2023. He also held the CFO position at Anaplan from September 2018 to July 2021, where he helped take the company public in 2018. Additionally, Mr. Morton served as Chief Accounting Officer at Tesla and CFO at Seagate Technology.

Thad Jampol, Co-Founder and Chief Product Officer

Mr. Jampol co-founded Intapp in December 2000, initially known as Tsunami Software. He leads the company's global product vision, design and development, and go-to-market strategy, and is recognized as the architect of the Intapp Industry Cloud. He possesses 20 years of experience in developing vertically oriented enterprise software solutions for various industries.

Don Coleman, Chief Operating Officer

Mr. Coleman joined Intapp in June 2003 and directs the company's global business operations, overseeing legal sales and marketing, professional services, and customer success. Before joining Intapp, he oversaw mergers and acquisitions at Excite@Home, a company that was subsequently acquired by InterActiveCorporation (IAC).

Michele Murgel, Chief People and Places Officer

Ms. Murgel is responsible for aligning Intapp's objectives with market demands, overseeing talent development, and fostering growth within the professional services sector.

Intapp (NASDAQ: INTA) estimates its Total Addressable Market (TAM) to be approximately $31 billion. The company's Serviceable Addressable Market (SAM) is approximately $15 billion. These market sizes are considered global, given Intapp's stated position as a global leader in software for professional and financial services industries and its client base spanning worldwide.

Intapp (NASDAQ: INTA) is positioned for future revenue growth over the next 2-3 years, driven by several strategic initiatives and market dynamics:

• Accelerated Cloud Migration and SaaS Adoption: A primary driver of revenue growth for Intapp is the continued migration of its clients to cloud-based solutions and the expansion of its Software-as-a-Service (SaaS) offerings. The company consistently reports strong growth in Cloud Annual Recurring Revenue (ARR) and SaaS revenue, with Cloud ARR representing a significant and growing portion of total ARR. This transition is a central element of Intapp's growth strategy, as key AI capabilities are delivered via the cloud, providing a strong incentive for clients to migrate.
• Expansion within Existing Client Base (Upselling and Cross-selling): Intapp demonstrates a robust ability to expand its business with current customers through upselling and cross-selling additional products and services. This is reflected in its consistently high cloud net revenue retention (NRR) rate, which has been reported at 115% in Q3 FY24 and 121% in Q1 FY26, indicating sustained growth in spend from existing cloud clients.
• Introduction and Adoption of AI-Powered Solutions: The launch and enthusiastic client response to new artificial intelligence (AI) capabilities, particularly generative AI solutions like Intapp Assist for DealCloud and advanced GenAI features for Intapp Time, are expected to significantly contribute to future revenue. These innovations are designed to enhance client engagement, maximize revenue, and improve operational efficiencies for professional and financial services firms.
• Strategic Partnerships and New Client Acquisition: Intapp is expanding its market presence through strategic partnerships, notably with Microsoft, which has led to significant joint client wins, particularly with larger enterprises. The company continues to acquire new clients across legal, accounting, and financial services verticals, further contributing to its revenue growth.
• International Market Expansion: Intapp views its international business as a considerable growth opportunity, with international operations already accounting for approximately 30% of total revenue in Q3 FY24. The company aims to further expand and invest in the utilization of its platform beyond the U.S.

Share Repurchases

• Intapp's Board of Directors authorized a common stock repurchase program of up to $150 million on August 7, 2025.
• The share repurchase program does not have an expiration date and allows for discretionary purchases through various methods.
• As of November 7, 2025, Intapp completed a share buyback, repurchasing 1,106,000 shares for $49.98 million.

Share Issuance

• Intapp completed its initial public offering (IPO) on June 30, 2021, issuing 10,500,000 shares at a price between $25.00 and $28.00 per share.
• During the nine months ended March 31, 2025, net cash provided by financing activities included $36.1 million of proceeds from stock option exercises and $2.0 million from the employee stock purchase plan.
• As of April 29, 2025, Intapp had 80,955,240 shares of common stock outstanding.

Outbound Investments

• In April 2025, Intapp acquired TermSheet, a developer of an AI-based product for managing deal flow in real estate investment firms, for $51.41 million.
• Intapp reported a "Purchase of strategic investments" of $2 million for the fiscal year ended June 30, 2025.

Capital Expenditures

• Intapp's capital expenditures were $8.86 million in fiscal year 2024, $7.74 million in fiscal year 2023, and $4.79 million in fiscal year 2022.
• During the nine months ended March 31, 2025, capital expenditures were $1.7 million on property and equipment, primarily consisting of computer software and development costs.
• Capitalized internal-use software costs were $5.2 million for the nine months ended March 31, 2025.