Here are a few analogies for Intapp (INTA):

• Salesforce, but tailored specifically for professional and financial services firms.

• Workday, but for the core client and deal management operations of legal, accounting, and investment firms.

• DealCloud: A cloud-based solution for financial services firms to manage deals, relationships, prospective clients, investments, and compliance.
• OnePlace: A cloud-based solution that helps professional services firms manage their client and engagement lifecycle.

Intapp (INTA) sells its cloud-based software solutions primarily to other companies, specifically professional and financial services firms. While the company does not publicly disclose a definitive list of its "major" customers by revenue contribution, its customer base includes a wide array of leading firms within its target sectors. Examples of firms that have publicly partnered with or been identified as clients of Intapp include:

• Apollo Global Management (NYSE: APO) - Private Capital
• The Carlyle Group (NASDAQ: CG) - Private Capital
• Lazard (NYSE: LAZ) - Investment Banking
• Baker McKenzie - Legal
• Dentons - Legal
• KPMG - Accounting/Consulting

These examples represent the types of private capital, investment banking, legal, accounting, and consulting firms that utilize Intapp's DealCloud and OnePlace solutions.

Major Suppliers:

• Amazon.com, Inc. (Symbol: AMZN)
• Microsoft Corporation (Symbol: MSFT)

John Hall, Chairman and Chief Executive Officer

John Hall has served as Chairman and Chief Executive Officer of Intapp since 2007. Prior to joining Intapp, he was an early executive and co-founder at VA Linux Systems, helping to lead the company from its startup phase to a successful initial public offering (IPO). His leadership at Intapp has been characterized by a focus on innovation and client success. Intapp also received a majority investment from Great Hill Partners in 2012, during his tenure as CEO, before its IPO in 2021.

David Morton, Chief Financial Officer

David Morton joined Intapp as Chief Financial Officer in August 2023. He is a seasoned finance professional with over 20 years of experience in the technology industry, including global leadership roles. Morton previously served as CFO at DigiCert from November 2021 to August 2023. Before that, he was CFO at Anaplan from September 2018 to July 2021, where he played a crucial role in the company's successful public offering in 2018. He also held positions as Chief Accounting Officer at Tesla from August 2018 to September 2018 and CFO at Seagate Technology from 2015 to 2017.

Thad Jampol, Co-Founder and Chief Product Officer

Thad Jampol co-founded Intapp (originally named Tsunami Software) in December 2000 with Dan Harsell and Vera Newman. He leads Intapp's global product vision, design, and development, and is recognized as the architect of the Intapp Industry Cloud. Jampol has 20 years of experience in bringing vertically oriented enterprise software solutions to multiple industries. As a co-founder, he maintained significant majority ownership during the company's formative, bootstrapped years and was involved when Intapp received a majority investment from Great Hill Partners in 2012, prior to its IPO.

Don Coleman, Chief Operating Officer

Don Coleman directs Intapp's global business operations, overseeing legal sales and marketing, professional services, and customer success.

Ben Harrison, President, Industries

Ben Harrison serves as President, Industries for Intapp. He has also been referred to as Co-President of Financial Services.

• Intense Competition: Intapp operates in a highly competitive professional services automation (PSA) software market. The company faces competition from both specialized vendors and larger, more generalized software providers like Salesforce and SAP, which are increasingly developing vertically integrated solutions. This fierce competition could impact Intapp's ability to attract and retain clients, maintain pricing power, and achieve its growth targets.
• Reliance on Market Expectations and Economic Conditions: Intapp's financial performance and stock valuation are significantly influenced by market expectations for its growth. Recent instances show that even when the company beats earnings estimates, lower-than-anticipated guidance for future periods can lead to a substantial negative reaction from investors. Additionally, as a provider to professional and financial services firms, Intapp is susceptible to broader economic conditions, including inflationary pressures, market downturns, and volatility within its targeted industries, which could affect demand for its solutions.
• Data Security and Privacy Risks: As a cloud-based software provider handling sensitive client data for professional and financial services firms, Intapp faces significant risks related to data breaches, unauthorized access, and other disruptions to its solutions. A failure to prevent or respond effectively to such incidents could lead to severe reputational damage, substantial financial losses, and regulatory penalties.

Intapp, Inc. (symbol: INTA) operates within several significant addressable markets for its cloud-based software solutions tailored for the professional and financial services industries. Its main products, DealCloud and OnePlace, cater to specific segments within these broader markets.

Addressable Markets for Intapp's Products and Services:

Overall Addressable Market:

• Intapp itself estimates its Total Addressable Market (TAM) at approximately $31 billion and its Serviceable Addressable Market (SAM) at around $24 billion, as referenced in their investor relations materials in 2025 and 2026.
• The AI in professional workflow management market is expected to reach $164.2 billion by 2025.

For DealCloud (Deal and Relationship Management Solution for Financial Services):

• The global financial services software market was valued at $118.65 billion in 2021 and is projected to reach $282.71 billion by 2031, growing at a CAGR of 9.2%.
• Another estimate values the global financial services software market at $122.74 billion in 2023, projected to reach $235.07 billion by 2031 with an 8.66% CAGR.
• The global financial services applications market was valued at $165.91 billion in 2025 and is estimated to grow to $343.64 billion by 2031, with a CAGR of 12.92%.
• IT spending on software within the U.S. banking and investment sector reached an estimated $107.8 billion in 2024.
• The global Customer Relationship Management (CRM) market is projected to reach $53 billion globally in the next 12 months, with 37% of this spending coming from buyers in the United States. This market was valued at $80 billion in 2024 and is expected to reach $106.1 billion by 2029, growing at a CAGR of 5.8%.

For OnePlace (Client and Engagement Lifecycle Management for Professional Services):

• The global professional service automation (PSA) software market was valued at $14.41 billion in 2025 and is projected to grow to $50.33 billion by 2034, exhibiting a CAGR of 14.91%. Another report estimates the global PSA software market at $15.0 billion in 2025, projected to reach $44.5 billion by 2035 with a CAGR of 11.5%.
• The global Customer Engagement Software Market was estimated at $18.82 billion in 2025 and is expected to reach $39.52 billion by 2032, with a CAGR of 11.17%. Another source estimates the global customer engagement solutions market size in 2026 at $28.13 billion, projected to reach $45.9 billion by 2031 with a 10.28% CAGR.
• The global contract lifecycle management (CLM) software market exceeded $1.24 billion in 2025 and is projected to grow at a CAGR of 13.1% between 2026 and 2034. The CLM software market was estimated at $1.62 billion in 2024 and is projected to reach $3.24 billion by 2030, with a CAGR of 12.7%. North America dominated this market in 2024, holding over 37.10% of the revenue share.

Intapp (NASDAQ: INTA) is poised for future revenue growth over the next 2-3 years, driven by several strategic initiatives and market trends. These include the continued shift of clients to its cloud-based solutions, the expansion of its client base through new acquisitions and deeper engagement with existing customers, the ongoing development and adoption of its AI-powered offerings, the leveraging of its robust partner ecosystem, and expansion into international markets and through strategic acquisitions.

1. Cloud Migration and SaaS Growth

A primary driver of Intapp's future revenue growth is the ongoing migration of its clients to cloud-based solutions and the subsequent expansion of its Software-as-a-Service (SaaS) offerings. The company's cloud Annual Recurring Revenue (ARR) has shown significant growth, increasing by 31% year-over-year in the second quarter of fiscal year 2026. Cloud-based solutions now represent 81% of Intapp's total ARR, indicating a strong transition to this recurring revenue model. Intapp's growth strategy is centered on this cloud migration, with 80% of its ARR already cloud-based and 93% of clients utilizing at least some portion of their Intapp business in the cloud. This shift is further incentivized by the delivery of key AI capabilities exclusively via the cloud.

2. Expansion within Existing Clients and New Client Acquisition

Intapp is focused on both acquiring new clients and expanding its relationships with existing ones. The company reported a cloud net revenue retention rate of 124% as of December 31, 2025, demonstrating strong success in upsell and cross-sell activities with its current customer base. This is further evidenced by the increase in clients generating at least $100,000 in ARR, rising from 728 a year ago to 834 clients. Intapp's ability to retain and steadily expand business with its existing customers is a consistent theme in its financial reporting.

3. Applied AI Capabilities and Product Innovation

The integration and adoption of advanced Artificial Intelligence (AI) capabilities represent a significant growth driver for Intapp. The company is actively executing a "vertical AI roadmap" designed to enhance its solutions for the highly regulated industries it serves. Recent innovations, such as the Intapp Time Horizon release with generative AI capabilities and Intapp assist for DealCloud and Intapp Walls for Copilot, are aimed at automating tasks, improving workflows, and increasing efficiency for clients. Intapp anticipates that leveraging increasing AI investments within its professional services sectors could expand its total addressable market by an estimated $30 billion.

4. Partner Ecosystem and Strategic Partnerships

Intapp's growing partner ecosystem, particularly its strategic partnership with Microsoft, is a key enabler of its long-term cloud growth. The availability of Intapp's solutions on the Microsoft Azure marketplace and co-sell activities with partners are crucial for supporting larger enterprise deployments and extending its reach. Service partner certifications have also seen a significant rise, reinforcing Intapp's position within the ecosystem.

Share Repurchases

• Intapp authorized a new common stock repurchase program of up to $200.0 million on January 29, 2026. This followed the completion of a prior $150.0 million share repurchase program authorized on August 7, 2025.
• For the six months ended December 31, 2025, Intapp repurchased 3.4 million shares of its common stock for an aggregate amount of $150.1 million.
• The repurchase programs allow for discretionary purchases through open market transactions, privately negotiated transactions, or Rule 10b5-1 trading plans and do not have an expiration date.

Share Issuance

• Intapp's Initial Public Offering (IPO) was priced on June 29, 2021, at $26.00 per share, offering 10,500,000 shares of common stock and raising approximately $277 million.
• The company registers additional shares for issuance under its 2021 Omnibus Incentive Plan and 2021 Employee Stock Purchase Plan, which include "evergreen" provisions that automatically increase the shares reserved annually.
• As of August 25, 2023, there were 69,240,659 shares of common stock outstanding.

Inbound Investments

• Great Hill Partners made a majority investment in Intapp in 2012, providing significant capital to accelerate growth and support its mergers and acquisitions strategy.
• In 2017, Temasek made a strategic investment, further fueling Intapp's growth and product development initiatives.
• BlackRock, Inc. acquired an additional 916,937 shares of Intapp Inc (INTA) on December 31, 2024, at a price of $64.09 per share, increasing its total holdings to 4,614,813 shares.

Outbound Investments

• Intapp announced an agreement to acquire TermSheet, a software provider for real estate teams, in April 2025. This acquisition aims to expand the functionality of the DealCloud platform and enhance its offerings for real assets investments with Applied AI.
• In 2023, Intapp acquired Paragon Data Labs for $40 million, as part of its strategy to expand platform capabilities through mergers and acquisitions.
• As of March 12, 2026, Intapp had made one investment in AlphaStream and acquired ten companies, including TermSheet and Transform Data International.

Capital Expenditures

• Capital expenditures for the fiscal year 2024 (ending June 30, 2024) totaled approximately $26.39 million.
• For the first quarter of fiscal year 2025 (ending September 30, 2024), capital expenditures were $9.04 million.
• These investments support the company's ongoing growth, particularly in developing AI-powered and cloud-based solutions.