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Intapp, Inc. — Investor Overview - October 2026 (opens in new window) (company IR deck)
Intapp, Inc. (INTA) · 0 slides · Filed Oct 27, 2026
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Slide 1 — Investor Presentation
© 2026 Intapp. All rights reserved. Investor Presentation October 2026
Slide 2 — Disclaimer
This presentation has been prepared by Intapp, Inc. (“Intapp”) for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the presenter or Intapp or any officer, director, employee, agent or advisor of Intapp. This presentation does not purport to be all-inclusive or to contain all of the information you may desire. Information provided in this presentation speaks only as of the date hereof. This presentation includes express and implied “forward-looking statements.” In some cases, you can identify forward-looking statements by terms such as “anticipate,” “believe,” "can," "confident," "continue," "could," “estimate,” "expand," “expect,” "explore," “intend,” “may,” “might,” "objective," "ongoing," "outlook," “plan,” "predict," “project,” "potential," "should," “target,” “will,” “would,” or the negative of these terms, and similar expressions intended to identify forward-looking statements. However, not all forward-looking statements contain these identifying words. These statements may relate to, among other things, our market size and growth strategy, our estimated and projected costs, margins, revenue, expenditures and growth rates, our future results of operations or financial condition, our plans and objectives for future operations, growth, initiatives, or strategies. By their nature, these statements are subject to numerous uncertainties and risks, including factors beyond our control, that could cause actual results, performance or achievement to differ materially and adversely from those anticipated or implied in the statements. These assumptions, uncertainties and risks include, among others, our ability to continue our growth at or near historical rates; our future financial performance and ability to be profitable; the effect of global events on the U.S. and global economies, our business, our employees, our results of operations, our financial condition, demand for our products, sales and implementation cycles, and the health of our clients' and partners' businesses; our ability to compete in highly competitive markets, including artificial intelligence ("AI") products; our ability to manage the implementation of AI into our products and services and to comply with U.S. and global laws and regulations regarding AI; our ability to prevent and respond to data breaches, unauthorized access to client data or other disruptions of our solutions; our ability to effectively manage U.S. and global market and economic conditions, including inflationary pressures, economic and market downturns and volatility in the financial services industry, particularly adverse to our targeted industries; the effect on our clients of the imposition of additional tariffs, duties, or taxes, changes to existing trade agreements, and other charges or barriers to trade and any resulting impact to global stock markets, foreign currency exchange rates, and existing inflationary pressures; the length and variability of our sales cycle; our ability to attract and retain clients; our ability to attract and retain talent; our ability to manage additional complexity, burdens, and volatility in connection with our international sales and operations; the successful assimilation or integration of the businesses, technologies, services, products, personnel or operations of acquired companies; our ability to incur indebtedness in the future and the effect of conditions in credit markets; the sufficiency of our cash and cash equivalents to meet our liquidity needs; our ability to maintain, protect, and enhance our intellectual property rights; and other risks and uncertainties included in our reports filed with the U.S. Securities and Exchange Commission (available on our website at www.Intapp.com or the SEC’s website at www.sec.gov). It is not possible for us to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results or outcomes to differ materially from those contained in any forward-looking statements we may make. You should not rely upon forward-looking statements as predictions of future events. Although our management believes that the expectations reflected in our statements are reasonable, we cannot guarantee that the future results, levels of activity, performance or events and circumstances described in the forward-looking statements will be achieved or occur. Moreover, neither we, nor any other person, assumes responsibility for the accuracy and completeness of these statements. Recipients are cautioned not to place undue reliance on these forward- looking statements, which speak only as of the date such statements are made and should not be construed as statements of fact. Except to the extent required by federal securities laws, we undertake no obligation to update any information or any forward-looking statements as a result of new information, subsequent events, or any other circumstances after the date hereof, or to reflect the occurrence of unanticipated events. This presentation also contains estimates and other statistical data made by independent parties and by us relating to market size and growth and other data about our industry. This data involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates. In addition, assumptions and estimates of our future performance and the future performance of the markets in which we compete are necessarily subject to a high degree of uncertainty and risk. In addition to the financial metrics presented in accordance with U.S. generally accepted accounting principles (“GAAP”), this presentation includes the following non-GAAP metrics: non-GAAP gross profit, non-GAAP gross margin, non-GAAP operating income, non-GAAP operating margin, non-GAAP diluted net income per share, free cash flow and free cash flow margin. Non-GAAP gross profit and non-GAAP gross margin exclude the impact of stock-based compensation, amortization of intangible assets and restructuring and other costs; Non-GAAP operating income and non-GAAP operating margin exclude the impact of stock-based compensation, amortization of intangible assets, expenses associated with acquisition-related contingent and deferred liabilities, transaction costs, restructuring and other costs and asset impairments; and free cash flow and free cash flow margin exclude the impact of purchases of property and equipment from the corresponding financial measures determined in accordance with GAAP. Stock-based compensation includes the net effects of capitalization and amortization of stock-based compensation related to capitalized internal-use software costs. The guidance regarding non-GAAP operating income excludes known pre-tax charges related to estimated stock-based compensation of $36.6 million for the second quarter of fiscal year 2027 and $138.1 million for fiscal year 2027 and amortization of intangible assets of $1.9 million for the second quarter of fiscal year 2027 and $7.4 million for fiscal year 2027. The guidance regarding non-GAAP diluted net income per share excludes known pre-tax charges related to estimated stock-based compensation of $0.46 per share for the second quarter of fiscal year 2027 and $1.73 per share for fiscal year 2027 and amortization of intangible assets of $0.02 per share for the second quarter of fiscal year 2027 and $0.09 per share for fiscal year 2027. Intapp has not included a quantitative reconciliation of its guidance for non-GAAP operating income and non-GAAP diluted net income per share to their most directly comparable GAAP financial measures, other than stock-based compensation and amortization of intangible assets, because certain of these reconciling items, including expenses associated with acquisition- related contingent and deferred liabilities, transaction costs, restructuring and other costs, foreign currency impact from dissolution of subsidiary, asset impairments and income tax effect of non-GAAP adjustments, could be highly variable and cannot be reasonably predicted without unreasonable effort. This is due to the inherent difficulty of forecasting the timing of certain events that have not yet occurred and are out of the Company’s control and the amounts of associated reconciling items. Please note that the unavailable reconciling items could significantly impact the Company’s GAAP operating results. Non-GAAP diluted net income per share is calculated by dividing non-GAAP net income by the estimated fully diluted weighted average shares outstanding for the period. We present non-GAAP measures when we believe that the additional information is useful and meaningful to investors. Non-GAAP financial measures do not have any standardized meaning and are therefore unlikely to be comparable to similar measures presented by other companies. The presentation of non-GAAP financial measures is not intended to be a substitute for, and should not be considered in isolation from, the financial measures reported in accordance with GAAP. We urge you not to rely on any single financial measure to evaluate our business. Intapp, DealCloud and Celeste are trademarks of Intapp. Other trademarks held by their respective owners. 2 Disclaimer
Slide 3 — Intapp Firm AI positioning
Intapp Firm AI positioning 3 General and practice AI are making individuals at professional firms faster, but firm-level benefits have not yet followed Firm AI is Intapp’s category, built on 25 years of serving professional firms: AI that runs the business operations of the firm – helping them grow, improve profitability, and manage risk Firm AI exists as an integrated stack: expert agents and playbooks, firm data and context, trust and compliance guardrails, and compounding judgment; each necessary and none sufficient alone Celeste is model-agnostic and token-efficient, with professional compliance and governance built into its core and enforced at the system level We are building the broader Celeste ecosystem across AI and data providers, extending reach and broadening adoption Celeste is the AI-native agentic platform that delivers Firm AI purpose-built for professional firms, with our re-architected applications becoming the capabilities, data, and guardrails its agents draw on These innovations reinforce the value of our portfolio, expand our TAM, and enable us to apply consumption-based pricing
Slide 4 — 4
4 Our market is expanding and in need of compliant AI solutions 4 Note: Based on internal research $4T global market We focus on the largest professional firms Every firm has an imperative to transform how they operate with AI The market is consolidating, driving demand for technology to enable scale
Slide 5 — Distribution: we have the trust of thousands of clients worldwide
Investment banking Private capital Real assets Legal Accounting Consulting Distribution: we have the trust of thousands of clients worldwide 5
Slide 6 — Our markets are unique in structure and how they deliver value
6 Our markets are unique in structure and how they deliver value Typical corporate model Professional firm model Horizontal technology has never served these firms well
Slide 7 — Firms need to differentiate with their proprietary knowledge
7 Firms need to differentiate with their proprietary knowledge Individual knowledge In heads Institutional knowledge In systems Differentiated AI capabilities Firm knowledge powering AI models
Slide 8 — We already manage the critical data and workflows
Pursuits Clients Experience Referrers Interactions Balance of Trade Intake Sanctions Lists Conflicts KYC Time/Billings Corp Trees Matter unit economics Matter / Work History Invoices Write downs / Write offs Ethical walls Historical rates OCGs Collections Financials Staffing / Leverage Fee earner effort Relationships Documents Knowledge DealCloud Compliance Time Collaboration We already manage the critical data and workflows that these firms rely on each day 8
Slide 9 — Professional compliance is an existential concern
Firms have strict, highly specific requirements for professional compliance Professional compliance is an existential concern Work structures Ethical & client obligations Example regulatory bodies Legal Client–Matter– Engagement model Attorney-client privilege, ethical walls (Intapp Walls), client consent protocols SRA | Bar Associations Law Society | FCA State ethics boards Accounting Firm–Client– Engagement–Project Auditor independence, rotation rules, non-audit service restrictions PCAOB | AICPA FRC | IESBA SEC (auditor rules) Consulting Client–Engagement– Workstream–Phase NDA-driven confidentiality, client IP protections, competitor separation Client-specific policies Data sovereignty rules Sector-specific regimes Investment banking Coverage–Deal– Mandate–Execution MNPI controls, restricted lists, information barriers, client-side / sell-side walls SEC | FINRA | FCA BaFin | MiFID II MAR / insider dealing Private equity Fund–Portfolio Co– Deal–LP Reporting LP side letters, co-invest allocations, carried interest, fund-level confidentiality SEC (Advisers Act) ILPA | AIFMD Carry / ERISA rules Real assets Fund–Property– Asset–Lease–Tenant Valuation governance, capital call controls, asset-level JV confidentiality SEC | INREV | RICS Local property law JV operating agreements 9
Slide 10 — Intapp’s growth driven by product
Launched Intapp partner program DealCloud/Intapp Collaboration integration Portable configuration S&P global data/ Conflicts integration Firmographic data added to Intapp Intake + Intapp Conflicts Intapp Intake external forms for lateral hires Intapp Walls for cloud Intapp Employee Compliance Azure go-live for all products Intapp 2.0 mobile app Intapp Conflicts/ Intapp Employee Compliance for Public Holdings Acquired Paragon Data Labs 50+ partners in ecosystem Publications API Acquired Billstream Partnership with KPMG Partnership with Microsoft Contact + activity capture Intapp Documents Intapp Workspaces DealCloud 2.0 mobile app Signature scraping + DQA Intapp Terms for Vendor Contracts Relationship intelligence Acquired Repstor Intapp IPO Intapp CDS and IDM AI-assisted matter and engagement intelligence Intapp Integration Service Unified UI Intapp Risk Data Open Cloud (Intapp Intake/ Intapp Conflicts/ Intapp Terms) Intapp strategic consulting Intapp Terms and AI-assisted categorization Intapp Experience AI DataCortex Intapp Flow Acquired APS Acquired Rekoop AI-powered time capture Acquired The Frayman Group Intapp Conflicts Intapp Walls: Lawyer portal, team manager Intapp Intake 2008-2012 2012-2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2000-2008 Intapp Time Intapp Walls First integration solution for PS 145+ vertical partners in ecosystem AI document ingestion AI Prompt Studio: contextual email gen Origination: unified company profiles (Intapp Assist for DealCloud) Intapp Assist for Time New Intapp Time Intapp Data integration for Intapp Intake Intapp Intake New UI Acquired TermSheet Enhanced UX for DealCloud Intapp Walls for AI Origination Smart tags AI Prompt Studio (Intapp Assist for DealCloud) Intapp DealCloud Activator Intapp’s growth driven by product innovation through the years Intapp Time for cloud Compliant time (Intapp Terms + Intapp Time) AI-assisted conflicts review Acquired DealCloud DealCloud Dispatch Acquired OnePlace Acquired Gwabbit 135+ partners in ecosystem AI capture of Teams transcripts Browser add-in with LinkedIn integration Intapp Data DealCloud SDK Compliant billing (Intapp Billstream + Intapp Terms) Acquired delphai Acquired Transform Data International Intapp Assist for DealCloud powered by gen AI Intapp Conflicts/ DealCloud integration Intapp Walls for Copilot Intapp Assist for Terms 10
Slide 11 — $30B+
core IT SAM ~$20B Agentic AI opportunity (1) $30B+ Note: SAM estimates based on market interviews and our historical data and experience (1) Estimates based on market interviews and our historical data and experience, and Gartner “Forecast: AI Spending, Worldwide, 2024 – 2029, 4Q25” Agentic is the next opportunity curve 11
Slide 12 — General AI
12 General AI for everyday work Practice AI for the work deliverable Firm AI for the business of the firm
Slide 13 — What Firm AI
13 What Firm AI delivers to the firm Grow the firm Surface and win more opportunities Benchmark every deal and account Cross-sell across practices Ramp laterals faster Manage risk Open matters in hours, not days Enforce risk policies firm-wide Take on the right business Adopt AI without expanding risk Maximize profits Capture every billable hour Improve realization Price and staff more profitably Prove ROI on AI investments
Slide 14 — Firm AI
14 Each layer is necessary. None alone is sufficient. Firm AI exists only as an integrated stack. Firm AI The methods of the firm, encoded into coworker agents and playbooks The firm’s proprietary data, history, and knowledge, converted into context Embedded guardrails that ensure trust and professional compliance Learning and compounding judgment after each execution
Slide 15 — The agentic platform for Firm AI
15 The agentic platform for Firm AI
Slide 16 — We have
16 We have rearchitected our entire platform P A R T N E R E C O S Y S T E M Growth DealCloud Compliance Intake Conflicts Terms EC Profitability Time Billstream Context Engine Firm Context Firm Ontology & Business Logic Memory & Learning Walls for AI Coworkers Playbooks MCP Connectors Collaboration Celeste
Slide 17 — Model-agnostic
17 Model-agnostic Model residency Token-efficient
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Slide 19 — Celeste automates firms’ business workflows with expert agents
Celeste automates firms’ business workflows with expert agents Investors Advisors 19
Slide 20 — Celeste + Walls for AI meets professional compliance obligations
Walls for AI Contractors Temporary access Laterals Prior client representation Legal holds Information preservation obligations Auctions Multiple bidder representation Cross border Jurisdictional and sanctions Private-public advisory Research and trade separation Information barriers Protect client interests MNPI | Insiders Highly-sensitive M&A Confidentiality Engagement access restrictions Employee conflicts Individual conflicts of interest Independence Firm and personal audit independence Team screens Separation of engagement teams Celeste + Walls for AI meets professional compliance obligations 20
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Slide 22 — Intapp partner
Data partners Technology partners Services partners Intapp partner ecosystem vertical-centric partners implementation resource certifications across services partners 22
Slide 23 — Key financial highlights
Key financial highlights 23
Slide 24 — Our visible path to $1B ARR
24 Grow current offering Cloud migrations Expand with existing clients Add new clients Expand offering New client sub-verticals New geographies New solutions Accelerate ecosystem Celeste for the Firm Partnerships Acquisitions Celeste limited availability Applied AI Note: Total annual recurring revenue (“ARR”) represents the annualized recurring value of all active subscription and on-premises license contracts at the end of a reporting period Our visible path to $1B ARR
Slide 25 — Q1 FY27 financial highlights
25 Q1 FY27 financial highlights Scaled vertical AI platform Rapidly expanding cloud business driving overall growth Highly visible and sticky recurring revenue base Powerful land and expand model Strong non-GAAP operating income(2) $607M Total ARR +28% Cloud ARR YoY growth 123% Cloud NRR(1) 908 $100K+ ARR clients 22% Non-GAAP operating margin Note: Cloud ARR is the portion of our ARR which represents the annualized recurring value of our active subscription contracts at the end of a reporting period. Contracts with a term other than one year are annualized by taking the committed contract value for the current period divided by number of days in that period, then multiplying by 365 | (1) Cloud net revenue retention rate (”Cloud NRR”) is calculated by starting with the Cloud ARR from the cohort of all clients as of the twelve months prior to the applicable fiscal period, or prior period Cloud ARR. We then calculate the Cloud ARR from these same clients as of the current fiscal period, or current period Cloud ARR. We then divide the current period Cloud ARR by the prior period Cloud ARR to calculate the Cloud NRR (2) Refer to “Reconciliation: Non-GAAP operating income” for a reconciliation of this measure to its most directly comparable GAAP financial measure Expanded capital allocation levers 0.6M Shares of common stock repurchased
Slide 26 — Strong cloud net revenue retention
FY21 FY22 FY23 FY24 FY25 FY26 Q1 FY27 100% 125% 115% Strong cloud net revenue retention 26 123% Cloud NRR Q1 FY27
Slide 27 — Continued strong cloud and total ARR growth
27 Continued strong cloud and total ARR growth $ in millions Note: Total ARR represents the annualized recurring value of all active subscription and on-premises license contracts at the end of a reporting period. Cloud ARR is the portion of our ARR which represents the annualized recurring value of our active subscription contracts at the end of a reporting period. Contracts with a term other than one year are annualized by taking the committed contract value for the current period divided by number of days in that period, then multiplying by 365 $401.4 $515.3 $504.1 $607.1 $383.1 $495.7 $485.4 $590.5 FY25 FY26 Q1 FY26 Q1 FY27 +29% YoY 79% mix 84% mix 80% mix 85% mix Non-cloud ARR Cloud ARR +22% YoY +28% YoY +20% YoY
Slide 28 — Subscription revenue strength
28 Q1 FY26 Q1 FY27 Note: Effective July 1, 2026, the Company adjusted the naming of “SaaS revenue” to be “subscription revenue” on our unaudited condensed consolidated statements of operations. There was no change to the Company's revenue recognition policy, except for the change in naming noted herein; YoY revenue growth rate calculations based on corresponding precise amounts as presented in our consolidated statements of operations in our quarterly and/or annual reports for the applicable time periods $97.5 $125.5 $139.0 $161.3 $331.9 $422.8 $504.1 $577.8 FY25 FY26 Subscription revenue strength $ in millions Professional services License Subscription +27% YoY +29% YoY
Slide 29 — Growth of remaining performance obligations
29 Note: Remaining performance obligations (RPO) represent non-cancellable contracted revenues that have not yet been recognized, which includes deferred revenue and amounts that will be invoiced and recognized as revenues in future periods Growth of remaining performance obligations $ in millions $719.7 $833.0 FY25 FY26 $715.2 $799.4 Q1 FY26 Q1 FY27 +16% YoY +12% YoY
Slide 30 — Consistent expansion of our client base
30 Consistent expansion of our client base 813 908 Q1 FY26 Q1 FY27 >1,300 >1,400 Q1 FY26 Q1 FY27 +8% YoY $50K+ ARR clients $100K+ ARR clients +12% YoY
Slide 31 — Expanding profitability and free cash flow
(1) Refer to “Reconciliation: Non-GAAP operating income” for a reconciliation of this measure to its most directly comparable GAAP financial measure (2) Refer to “Reconciliation: Free cash flow” for a reconciliation of this measure to its most directly comparable GAAP financial measure Expanding profitability and free cash flow $ in millions Non-GAAP operating income(1) Free cash flow(2) $63.4 31 $20.9 $27.7 $25.7 $34.3 $35.4 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 $13.2 $22.2 $45.9 $28.1 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27
Slide 32 — Q2 FY27 and FY27 outlook
32 Q2 FY27 FY27 Total revenue Non-GAAP operating income Non-GAAP diluted net income per share $158.8 – $159.8 $658.2 – $662.2 $31.8 – $32.8 $136.8 – $140.8 $0.37 – $0.39 $1.64 – $1.68 $ in millions, except per share data Non-GAAP operating income and Non-GAAP diluted net income per share are non-GAAP financial measures. Refer to "Disclaimer" above for a discussion of these measures and explanation that a quantitative reconciliation of these non-GAAP guidance measures to their most directly comparable GAAP financial measures, other than stock-based compensation and amortization of intangible assets, is not included because certain of the reconciling items cannot be reasonably predicted without unreasonable efforts. Subscription revenue $129.1 – $130.1 $530.5 – $534.5 Q2 FY27 and FY27 outlook As communicated in Intapp’s October 27, 2026 earnings release
Slide 33 — Reconciliations
Reconciliations 33
Slide 34 — Reconciliation: Non-GAAP gross profit
Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 GAAP gross profit $ 103,831 $ 105,138 $ 110,511 $ 118,370 $ 125,606 Adjusted to exclude the following: Stock-based compensation 2,388 2,647 2,648 1,869 3,020 Amortization of intangible assets 1,711 1,710 1,711 861 860 Restructuring and other costs (1) 74 – 139 (4) 185 Non-GAAP gross profit $ 108,004 $ 109,495 $ 115,009 $ 121,096 $ 129,671 GAAP gross margin 74.7 % 75.0 % 75.7 % 77.6 % 77.9 % Non-GAAP gross margin 77.7 % 78.1 % 78.8 % 79.4 % 80.4 % 34 Reconciliation: Non-GAAP gross profit $ in thousands (1) Consists of employee severance and related benefits and other costs primarily in connection with deferred consideration and contingent consideration as a result of acceleration and waiver of certain service and performance conditions. This also consists of reclassification of outstanding prior year accrual that was previously not included as a non-GAAP adjustment.
Slide 35 — Reconciliation: Non-GAAP operating income
Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 GAAP operating loss $ (14,455) $ (7,177) $ (14,246) $ (4,219) $ (1,062) Adjusted to exclude the following: Stock-based compensation 27,287 30,697 31,111 30,888 33,080 Amortization of intangible assets 2,868 2,869 2,868 1,978 1,859 Expenses associated with acquisition- related contingent and deferred liabilities (1) 2,655 1,267 2,029 1,129 985 Transaction costs (2) 569 (8) 63 312 – Restructuring and other costs (3) 608 85 3,879 2,994 567 Asset impairments (4) 1,351 – – 1,218 – Non-GAAP operating income $ 20,883 $ 27,733 $ 25,704 $ 34,300 $ 35,429 GAAP operating margin (10.4)% (5.1)% (9.8)% (2.8)% (0.7)% Non-GAAP operating margin 15.0 % 19.8 % 17.6 % 22.5 % 22.0 % 35 Reconciliation: Non-GAAP operating income $ in thousands (1) Consists of incremental costs, which may include, fair value adjustments on contingent liabilities and compensation expenses related to compensation arrangements entered into concurrent with the closing of an acquisition that will become payable, if at all, only upon the achievement of certain performance milestones. (2) Consists of costs related to a legal settlement incurred in connection with an acquisition, acquisition-related transaction costs and acquisition termination costs. (3) Consists of employee severance and related benefits and other costs primarily in connection with deferred consideration and contingent consideration as a result of acceleration and waiver of certain service and performance conditions. This also consists of reclassification of outstanding prior year accrual that was previously not included as a non-GAAP adjustment. (4) Consists of impairment costs related to capitalized cloud computing implementation costs from our digital transformation initiative and certain trade name intangible assets in connection with strategic rebranding initiatives.
Slide 36 — Reconciliation: Free cash flow
Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Net cash provided by operating activities $ 13,795 $ 22,881 $ 63,916 $ 46,254 $ 28,419 Adjusted for the following cash outlay: Purchases of property and equipment (558) (664) (562) (356) (330) Free cash flow $ 13,237 $ 22,217 $ 63,354 $ 45,898 $ 28,089 Free cash flow margin 9.5 % 15.8 % 43.4 % 30.1 % 17.4 % 36 Reconciliation: Free cash flow $ in thousands
Slide 37 — Thank you
Thank you 37