Intapp, Inc. · NASDAQ:INTA
Intapp — Investor Day (February 2026)
154 slides from Intapp's investor day presentation, Feb 25, 2026
Slide 1: Investor Day 2026
Investor Day 2026 <> INTAPP
Slide 2: Disclaimer
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, direct
Slide 3: Introducing SVP, Investor Relations
Introducing SVP, Investor Relations
Slide 4: Agenda
Agenda David Trone John Hall Thad Jampol Ben Harrison Don Coleman David Morton
Slide 5: Introducing Chairman & Chief Executive Officer
Introducing Chairman & Chief Executive Officer
Slide 6: Intapp helps leading capital markets, legal and advisory firms grow, manage risk, run profitably
Intapp helps the leading capital markets, legal and advisory firms grow, manage risk, and run profitably 31% 124% 2,750+ Cloud ARR YoY Cloud NRR Clients Note: refer to "Disclaimer" for definitions of cloud ARR and cloud net revenue retention rate (“cloud NRR”); Client count as of December 31, 2025
Slide 7: Slide 7
Slide 8: Intapp is positioned to win in the agentic AI cycle
Intapp is positioned to win in the agentic AI cycle
Slide 9: Intapp is positioned to win in the agentic AI cycle
Intapp is positioned to win in the agentic AI cycle The elite professional firms we serve are expanding, but they must transform and have unique industry requirements for AI.
Slide 10: Intapp is positioned to win in the agentic AI cycle
Intapp is positioned to win in the agentic AI cycle The elite professional firms we serve are expanding, but they must transform and have unique industry requirements for AI. Today we are launching Celeste, our AI-native agentic platform for firms. Celeste is built to automate a firm’s business and
Slide 11: Intapp is positioned to win in the agentic AI cycle
Intapp is positioned to win in the agentic AI cycle The elite professional firms we serve are expanding, but they must transform and have unique industry requirements for AI. Today we are launching Celeste, our AI-native agentic platform for firms. Celeste is built to automate a firm’s business and
Slide 12: Intapp is positioned to win in the agentic AI cycle
Intapp is positioned to win in the agentic AI cycle The elite professional firms we serve are To position our portfolio for the next wave of expanding, but they must transform and have demand, we are rearchitecting all our core unique industry requirements for AI. business applications to run as exp
Slide 13: Intapp is positioned to win in the agentic AI cycle
Intapp is positioned to win in the agentic AI cycle The elite professional firms we serve are To position our portfolio for the next wave of expanding, but they must transform and have demand, we are rearchitecting all our core unique industry requirements for AI. business applications to run as exp
Slide 14: Intapp is positioned to win in the agentic AI cycle
Intapp is positioned to win in the agentic AI cycle The elite professional firms we serve are To position our portfolio for the next wave of expanding, but they must transform and have demand, we are rearchitecting all our core unique industry requirements for AI. business applications to run as exp
Slide 15: Our market
Our market Ky) INTAPP |
Slide 16: Our market is expanding and in need of AI solutions
Our market is expanding and in need of AI solutions $4T global market We focus on the largest professional firms 4 Every firm has an imperative to transform how they operate with AI The market is consolidating, driving demand for technology to enable scale Note: based on internal research
Slide 17: Our markets are unique in structure and how they deliver value
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 18: Firms need to differentiate with their proprietary knowledge
Firms need to differentiate with their proprietary knowledge Individual Institutional knowledge knowledge In heads In systems Differentiated AI Capabilities Firm knowledge powering AI models
Slide 19: Professional compliance is an existential concern
Professional compliance is an existential concern Firms have strict, highly specific requirements for professional compliance Investment Private Real Legal Accounting Consulting Banking Equity Assets Work Client–Matter– Firm–Client– Client–Engagement– Coverage–Deal– Fund–Portfolio Co– Fund–Property–
Slide 20: Agentic AI Strategy
Agentic Al Strategy © Ky) INTAPP |
Slide 21: With Intapp Assist, we integrated gen AI into our products
With Intapp Assist, we integrated gen AI into our products
Slide 22: Celeste — The agentic platform for Firm AI
Celeste — © The agentic platform for Firm Al
Slide 23: How we built Celeste
How we built Celeste AI-native codebase Model agnostic New user experience paradigm Startup release velocity
Slide 24: Partners and business services are underserved
Partners and business services are underserved Partners & senior leaders Winning new business and clients Managing and growing key relationships Running their practice profitably ~2/3rd of expenses as a share of revenue Business services Marketing & business development Conflicts, compliance and ris
Slide 25: Illustration: AI automation example in Business Services
Illustration: Al automation example in Business Services 40-60” of department labor cost Ramping over 2-3 years Example: Large firm 50-person business services function with 15 senior and 35 junior analysts
Slide 26: Celeste positions us to deliver on the next opportunity curve
Celeste positions us to deliver on the next opportunity curve Agentic AI opportunity 1 $30B+ core IT SAM ~ $20B 1 Estimates based on market interviews and our historical data and experience, and Gartner “Forecast: AI Spending, Worldwide, 2024 – 2029, 4Q25” Note: SAM stands for serviceable addressabl
Slide 27: Introducing Co-Founder & Chief Product Officer
Introducing Co-Founder & Chief Product Officer
Slide 28: From standalone models to agentic systems of work
From standalone models to e % -_— agentic systems of work. ° e . ° ° . . . e i . «¢ & & °c . . . . . a . he . . . . 2 e e . . 7 . e e . . . @ . .
Slide 29: Institutional knowledge and compliance context for firms
Relationships Precedents Institutional knowledge Partner judgment Sector expertise Clients Playbooks Referral networks Ethical walls Insider lists | Regulatory obligations Information barriers Conflicts Permissions Complex industry Ethical walls Risk controls req U | rements Client intake Deal origi
Slide 30: Celeste — The agentic platform for Firm AI
Celeste — © The agentic platform for Firm Al
Slide 31: Industry-specific agents and firm playbooks
Industry-specific Firm agents Playbooks Knows Professional your firm compliance built-in
Slide 32: Celeste makes AI models better
Celeste makes AI models better Expert agents Professional compliance Embedded firm workflows Client systems of record Industry market data
Slide 33: Celeste product demo: deal screening
€& Celeste ® © Newchat D Chats ® Playbooks & Spaces SS Admin Recent Deal Screening Playbook ® Summarize this company in 5... What questions should we as. Summarize revenue, EBITDA, a. Estimate LTM revenue if only p. Give me something to work on. ap @ Deal Screening Agent ® Assess deals for initial I
Slide 34: Inbound Opportunity Screening demo
Inbound Opportunity Screening Firm’s Deal Point of View Preliminary LBO model and valuation
Slide 35: Celeste surfaced in Copilot
Celeste surfaced in Copilot View Preliminary LBO model and valuation
Slide 36: A comprehensive platform for professional firms
A comprehensive platform for professional firms Private Investment Legal Accounting Consulting Real Assets Capital Banking Intapp Celeste | The Firm AI Expert Agents Firm Playbooks Context Engine MCP Connectors Collaboration Growth Compliance Profitability DealCloud Properties Intake Conflicts Terms
Slide 37: A comprehensive platform for professional firms
A comprehensive platform for professional firms Private Investment Legal Accounting Consulting Real Assets Capital Banking Intapp Celeste | The Firm AI Expert Agents Firm Playbooks Context Engine MCP Connectors Collaboration Growth Compliance Profitability DealCloud Properties Intake Conflicts Terms
Slide 38: Celeste automates firms' business workflows with expert agents
Celeste automates firms’ business workflows with expert agents Investors Advisors
Slide 39: Celeste playbooks
& Celeste 3) © New chat B Chats © Playbooks & Spaces SS Admin Recent Deal Screening Playbook @ ‘Summarize this company in 5. What questions should we as Summarize revenue, EBITDA, a... Estimate LTM revenue if only p. Playbooks © sourcing 30 Playbooks Q Search playbooks Deal Screening Playbook Sourci
Slide 40: Skills Connectors
Skills Connectors @D Celeste deal or no deal?
Slide 41: Industry and firm context
Industry and firm context - context includes the language that firms use. Every firm has a different way of talking about their business. That maps back to their data. These firms have very complex data taxonomies -- one of the reasons the industry graph data model… if you donʼt have this the LLM wo
Slide 42: Applications: Celeste and agents in our products
a.Applications. i. Knows your firm.. ii. Rearchitecting iii. Examples of Celeste and agents in our products 1. DealCloud → embedded pane and Cross- selling 2. Compliance → intake acceleration → conflicts clearance (agents running at night) → ongoing compliance monitoring 3. Time → data being used fo
Slide 43: We already manage the critical data and workflows firms rely on
We already manage the critical data and workflows that these firms rely on each day Matter / Fee earner Write downs Clients Referrers Intake Conflicts Corp Trees Work History effort / Write offs Balance of Sanctions Staffing / Matter unit Pursuits Experience Trade Lists Leverage economics Collection
Slide 44: DealCloud with Celeste / Conflicts with Celeste
DealCloud with Celeste Conflicts with Celeste
Slide 45: Celeste surfaced in Anthropic Claude
Celeste surfaced in Anthropic Claude
Slide 46: Partner ecosystem: a comprehensive platform built for professional firms
PARTNER ECOSYSTEM A comprehensive platform built for professional firms Private Investment Legal Capital Banking Accounting Consulting Real Assets Intapp Celeste | The Firm Al Expert Agents Firm Playbook Context Engine McP Connectors Collaboration Growth DealCloud Properties Wa4LSASOD4 YANLYVd
Slide 47: Professional compliance scenarios
Professional compliance scenarios Team Information MNPI | Confidentiality Employee Independence screens barriers Insiders conflicts Separation of Protect client Highly-sensitive Engagement Individual Firm and engagement interests M&A access conflicts personal audit teams restrictions of interest ind
Slide 48: Introducing President, Industries & Founder, DealCloud
Introducing President, Industries & Founder, DealCloud
Slide 49: Diversified and global client base of premier firms
Diversified and global client base of premier firms
Slide 50: Positive secular trends across all client verticals
Positive secular trends across all client verticals
Slide 51: Law firms: scale and complexity trends
Am Law 100: # of firms with $1B+ revenue >2x in 10 years Scale provides global reach and practice area breadth Heightened complexity from evolving AML + KYC regulations Urgency for tech partner: compliant cloud AI transformations Note: “Am Law 100…” sourced via Am Law 100 rankings: 2025 and 2015
Slide 52: Legal
Transaction volume inflecting, 100+ deals in 2025 alone Private-equity backed: ~1/3rd of top 30, ~1/4th of top 100 Driving scaled roll-ups and mid-size / regional consolidation Legal Catalyst for AI-driven compliance infrastructure modernization Note: “Transaction volume…” sourced via CPA Trendlines
Slide 53: Accounting
Firm share: top 5 = ~40%, top 10 = ~50%, top 100 = ~80% Accounting Combinations driven by global scale and hyper-specialization Expansion of advisory services: AI and digital transformation Legal Private equity roll-ups driving compliance prioritization Note: “Firm share…” based on market interviews
Slide 54: Investment banking and consulting
Top bulge brackets: ~25 – 30% of global fees historically Accounting Consulting Boutiques: ~15 – 20% of global fees historically 2025 rebound in M&A and IPOs, mega-deals at all time-high Legal Secondaries a growing mechanism for liquidity unlock Note: “Top bulge brackets…” and “Boutiques…” sourced v
Slide 55: Private capital
Investment banking Private equity: top 10 fundraising share at decade high Accounting Consulting Secondaries: record transaction volumes Evergreen funds: private wealth-driven inflows Legal Rise of multi-asset super platforms via M&A and partnerships Note: “Private equity…” sourced via Private Equit
Slide 56: Real assets
Investment banking Investors: thousands of real assets private equity firms and REITs Private capital Accounting Consulting Heavy top 10 capital concentration across both PE and REITs TermSheet acquisition: expanding into developers / operators Legal Under-served and largely behind the digitalizatio
Slide 57: Translating into...
Translating deep-seated vertical expertise value-oriented proposition end-market consolidation trends replicable, referenceable execution key persona and workflow knowledge Enterprise instrumentation product-market positioning leadership-first approach into…
Slide 58: Four client expansion themes
Complexity of private capital secondaries 1 and continuation vehicles Influx of PE dollars into top accounting 2 firms, driving compliance modernization Legal cloud migrations to leverage new 3 cloud AI and connected firm data Upgrade existing CRM for AI-enabled 4 sourcing / origination and data ing
Slide 59: Complexity of private capital secondaries and continuation vehicles
Complexity of private capital secondaries 1 and continuation vehicles Influx of PE dollars into top accounting 2 firms, driving compliance modernization Legal cloud migrations to leverage new 3 cloud AI and connected firm data Upgrade existing CRM for AI-enabled 4 sourcing / origination and data ing
Slide 60: Investment banking client case study
Complexity of private capital secondaries and continuation vehicles Upsell across advisory business with Assist Investment banking DealCloud PCA group >6x Investor Day New Investor Day 2024 client land 2026 Q2 FY24 client spend Q2 FY26 Note: results shown are based on particular client case studies
Slide 61: Influx of PE dollars into top accounting firms
Complexity of private capital secondaries 1 and continuation vehicles Influx of PE dollars into top accounting 2 firms, driving compliance modernization Legal cloud migrations to leverage new 3 cloud AI and connected firm data Upgrade existing CRM for AI-enabled 4 sourcing / origination and data ing
Slide 62: Accounting client case study: >25x spend
Influx of PE dollars into top accounting Conflicts + Intake firms, driving compliance modernization Global cross-sell Accounting Employee Compliance cross-sell Existing client DealCloud >25x Investor Day Investor Day 2024 2026 Q2 FY24 client spend Q2 FY26 Note: results shown are based on particular
Slide 63: Accounting client case study: >3x spend
Influx of PE dollars into top accounting firms, driving compliance modernization Employee Compliance cross-sell Accounting Conflicts + Intake upsell Existing client Conflicts Intake >3x Investor Day Investor Day 2024 2026 Q2 FY24 client spend Q2 FY26 Note: results shown are based on particular clien
Slide 64: Legal cloud migrations to leverage new cloud AI
Complexity of private capital secondaries 1 and continuation vehicles Influx of PE dollars into top accounting 2 firms, driving compliance modernization Legal cloud migrations to leverage new 3 cloud AI and connected firm data Upgrade existing CRM for AI-enabled 4 sourcing / origination and data ing
Slide 65: Legal client case study: >9x spend
Cloud migrations to leverage new Compliance AI cross-sell cloud AI and connected firm data Conflicts, Intake, Terms with Assist Legal Time Billstream cloud migration cross-sell Existing client Time >9x Investor Day Investor Day 2024 2026 Q2 FY24 client spend Q2 FY26 Note: results shown are based on
Slide 66: Legal client case study: ~2x spend
Cloud migrations to leverage new cloud AI and connected firm data Full cloud migration, Legal starting with Compliance added Assist full suite Collaboration cross-sell DealCloud cross-sell Existing client Conflicts Intake Terms Walls Time Billstream ~2x Investor Day Investor Day 2024 2026 Q2 FY24 cl
Slide 67: Legal client case study: >2x spend
Cloud migrations to leverage new cloud AI and connected firm data Legal DealCloud cross-sell Terms cloud migration Time cloud cross-sell Existing client Conflicts Intake Terms Walls >2x Investor Day Investor Day 2024 2026 Q2 FY24 client spend Q2 FY26 Note: results shown are based on particular clien
Slide 68: Upgrade existing CRM for AI-enabled sourcing
Complexity of private capital secondaries 1 and continuation vehicles Influx of PE dollars into top accounting 2 firms, driving compliance modernization Legal cloud migrations to leverage new 3 cloud AI and connected firm data Upgrade existing CRM for AI-enabled 4 sourcing / origination and data ing
Slide 69: Real assets client case study: ~2x spend
Upgrade existing CRM for AI-enabled sourcing / origination and data ingestion Real assets Agentic AI capabilities cross-sell Doc ingestion DealCloud cross-sell upsell Existing client DealCloud ~2x Investor Day Investor Day 2024 2026 Q2 FY24 client spend Q2 FY26 Note: results shown are based on parti
Slide 70: Introducing Chief Operating Officer
Introducing Chief Operating Officer
Slide 71: Our coverage model
Our coverage model Expand client lifecycle Land client spend potential Mid-market Enterprise
Slide 72: Our coverage model
Our coverage model Mid-market Enterprise growth growth client lifecycle Mid-market Enterprise pursuit pursuit client spend potential
Slide 73: $15B+ of core IT SAM
of core IT SAM in $15B+ Note: SAM estimates based on market interviews and our historical data and experience
Slide 74: Enterprise GTM transition is working
Enterprise GTM transition is working… >75% of core IT SAM lands expands ~2.8K named accounts $15B+ opportunity named account mix spend potential Note: SAM estimates based on market interviews and our historical data and experience
Slide 75: Inflection with our largest clients
Inflection with our largest clients Total ARR threshold for top 10, 25, 100 clients >2x growth >2x growth Top 10 25 >2.5x growth 100 IPO FY22 FY23 FY24 FY25 Q2 FY26 Note: “IPO” values are defined as of the fiscal quarter ended June 30, 2021; Refer to "Disclaimer" for a definition of total ARR
Slide 76: Compelling Enterprise new logo greenfield opportunity
Compelling Enterprise new logo greenfield opportunity Enterprise new logo Professional Financial opportunity services services Note: Intapp clients as of the fiscal quarter ended December 31, 2025
Slide 77: Further harnessing our Enterprise coverage in FY26
Further harnessing our Enterprise coverage in FY26 Overall density Pursuit + growth Geographies YoY seller increase increased focus on adding sellers in Middle East via Enterprise new logo pursuit and Singapore FY26 vs. FY25 Professional services Financial services
Slide 78: Supporting clients through go-live to expansion
Supporting clients through go-live to expansion Post-purchase Post-go-live Professional services Training services Account management Client success expert-led enablement to accelerate commercial relationship Value realization across implementation adoption owner and coordinator client lifecycle
Slide 79: Intapp partner ecosystem
Data partners Intapp partner Technology partners ecosystem Vertical-centric partners Services partners
Slide 80: Partner-engaged deals outperform
co-sell Deal size Partner-engaged deals outperform Win rate
Slide 81: Scaling partner delivery capabilities and resources
co-delivery partner-led 200+ projects Scaling partner FY25 up ~45% YoY delivery capabilities services partner and resources 1.2K+ certifications Q2 FY26 up ~35% YoY
Slide 82: Intapp + Microsoft
Slide 83: Successful FY25 with Microsoft
Successful FY25 with Microsoft…
Slide 84: Jointly executed with Microsoft
jointly executed with Microsoft FY26 YTD Note: “YTD" values are defined as FY26 year to date, as of the fiscal quarter ended December 31, 2025
Slide 85: Intapp + Harvey
eee erro ee co oe owe omer er eee ee rere ee see srerseeeeerersesseerersesesesereeseseseoee €>INTAPP + Harvey
Slide 86: Intapp + Anthropic
eee erro ee eo ee meen ere eer eevee reese eevrer ees eevreseeseevrereeeeevrererseevrereeene €INTAPP + ANTHROP\C
Slide 87: Varied pricing and packaging model
Varied pricing and packaging model platform fee enterprise-wide seat-based Celeste opportunity consumption
Slide 88: Introducing Chief Financial Officer
Introducing Chief Financial Officer
Slide 89: Intapp since inaugural Investor Day 2024
Intapp since inaugural Investor Day 2024 Delivering on Delivering on Growth Profitability Model evolution (revenue) Non-GAAP gross profit Cloud ARR Non-GAAP operating income Enterprise Free cash flow Migrations M&A Note: non-GAAP gross profit, non-GAAP operating income, and free cash flow are non-GA
Slide 90: Operating at Rule of 43
Operating at Rule of… ~26% ~18% Growth Subscription revenue YoY growth ~ 43 % 1 Profitability Non-GAAP operating margin FY26E Note: "Rule of" defined as: YoY trailing 12-month subscription revenue growth rate plus trailing 12-month non-GAAP operating margin. Non-GAAP operating margin is based on non
Slide 91: Power of the platform
David Morton : Ta: Power of the platform Ot tsa i: & INTAPP |
Slide 92: A comprehensive platform for professional firms
A comprehensive platform for professional firms Private Investment Legal Accounting Consulting Real Assets Capital Banking Intapp Celeste | The Firm AI Expert Agents Firm Playbooks Context Engine MCP Connectors Collaboration Growth Compliance Profitability DealCloud Properties Intake Conflicts Terms
Slide 93: Large and expanding core market opportunity
Large and expanding core market opportunity ~$39B ~$31B core IT TAM ~$24B Pricing + packaging Product expansions core IT Product expansions Real assets M&A SAM Impactful M&A ~$20B ~$15B ~$10B 2021 Investor Day 2024 Today Note: TAM stands for total addressable market; SAM stands for serviceable addre
Slide 94: Large and expanding core market opportunity
Large and expanding core market opportunity core IT SAM ~$20B ~$15B Investor DayDay Investor 2024 Pricing + packaging Product expansions Real assets M&A Today Investor Day 2026 2024 Note: SAM estimates based on market interviews and our historical data and experience
Slide 95: Agentic is the next opportunity curve
Agentic is the next opportunity curve Agentic AI opportunity 1 $30B+ core IT SAM ~ $20B 1 Estimates based on market interviews and our historical data and experience, and Gartner “Forecast: AI Spending, Worldwide, 2024 – 2029, 4Q25” Note: SAM estimates based on market interviews and our historical d
Slide 96: Total revenue reflecting the model evolution
Total revenue reflecting the model evolution 20% CAGR $ in millions Total revenue FY22 – FY26E 3 $572 $504 (10%) YoY License + $431 +1% YoY Services License + $351 +11% YoY Services License + $272 Services 1 73% 66% Subscription Subscription mix 60% 56% Subscription mix Subscription Subscription mix
Slide 97: Subscription revenue strength
Subscription revenue strength 32% CAGR $ in millions Subscription1 FY22 – FY26E 2 $572 Services 1 $504 License $431 1 Subscription $417 $351 $272 $332 $259 $197 +32% YoY +28% YoY +26% YoY 2 FY22 FY23 FY24 FY25 FY26E 56% mix 60% mix 66% mix 73% mix Note: YoY growth rates and CAGR calculations based o
Slide 98: Over half a billion of total ARR
Over half a billion of total ARR 22% CAGR $ in millions Total ARR FY22 – Q2 FY26 $535 $485 $404 $330 $271 +27% YoY +22% YoY +22% YoY +20% YoY +22% YoY FY22 FY23 FY24 FY25 Q2 FY26 Note: YoY growth rates and CAGR calculations based on corresponding precise amounts as presented in our quarterly and/or
Slide 99: Cloud ARR now over 80% mix
Cloud ARR now over 80% mix 32% CAGR $ in millions Cloud ARR FY22 – Q2 FY26 $535 $485 Non-cloud ARR $404 $434 Cloud ARR $330 $383 $271 $297 $222 $163 +48% YoY +36% YoY +33% YoY +29% YoY +31% YoY FY22 FY23 FY24 FY25 Q2 FY26 60% mix 67% mix 73% mix 79% mix 81% mix Note: YoY growth rates and mix / CAGR
Slide 100: Cloud and total net new ARR have increased every year
Cloud and total net new ARR have increased every year $ in millions $81 >1.5x Total net new ARR Investor Day 2024 – today (TTM) Cloud net new ARR $74 $86 $60 $58 $74 $59 $53 FY21 FY22 FY23 FY24 FY25 Note: “net new” total ARR and “net new” cloud ARR defined as: total ARR and cloud ARR at the end of a
Slide 101: Growth drivers
Growth drivers Ky) INTAPP |
Slide 102: Operating at Rule of 43
Operating at Rule of… ~26% ~18% Growth Subscription revenue YoY growth ~ 43 % 1 Profitability Non-GAAP operating margin FY26E Note: "Rule of" defined as: YoY trailing 12-month subscription revenue growth rate plus trailing 12-month non-GAAP operating margin. Non-GAAP operating margin is based on non
Slide 103: Our visible path to $1B
Celeste full-platform Our visible path to $1B Partnerships Celeste limited availability Acquisitions New Applied AI client sub-verticals Cloud New migrations geographies Accelerate ecosystem Expand with New existing clients solutions $1B ARR Add new clients Expand offering Grow $0.5B ARR current Q2
Slide 104: Scaling across end-markets and geographies
Scaling across end-markets and geographies Total ARR mix by vertical Total revenue mix by geo Q2 FY26 Q2 FY26 (TTM) 31% 41% International Financial services 59% Professional services 69% United States
Slide 105: Cloud net new ARR mix: land + expand
Cloud net new ARR mix: land + expand 4-year mix 2-year mix FY22 – FY25 FY24 – FY25 Net 68% expand 73% New 32% logo 27% Note: “net new” cloud ARR defined as: cloud ARR at the end of a reporting period minus cloud ARR at the end of the prior reporting period; “New logo” defined as: the portion of net
Slide 106: Client lands are getting larger
Client lands are getting larger ~50% Q2 FY26 growth since IPO IPO New logo ARR per $30K $40K $50K $60K gross logo adds (TTM)
Slide 107: Clients are committing to longer with Intapp
Clients are committing to longer with Intapp ~3 years top 10 ARR client average contract duration >20% growth average contract duration IPO – today at ~2 years ~10pt increase long-term RPO mix 1 IPO – today 1 “RPO” defined as: remaining performance obligations; “long-term RPO mix” denotes the portio
Slide 108: $50K+ ARR clients embody the broader business momentum
$50K+ ARR clients embody the broader business momentum ~50% ~100% ~95% YoY net new of total clients of total ARR logo mix (TTM) 1 up up up vs. IPO 10+ pts 60+ pts 5+ pts 1 $50K+ ARR client net new logo mix defined as: the portion of net new logos represented by clients with greater than $50,000 of A
Slide 109: Healthy growth across our $50K+ ARR clients
Healthy growth across our $50K+ ARR clients >1,325 14% >1,275 +10% CAGR >1,150 YoY >1,000 >850 FY22 FY23 FY24 FY25 Q2 FY26 YoY adds >125 >150 >125 >125 >100
Slide 110: Strong growth in our large clients
Strong growth in our large clients $100K+ ARR clients $1M+ ARR clients 834 120 15% 795 36% +15% 109 CAGR 698 CAGR +38% YoY YoY 603 506 73 53 41 FY22 FY23 FY24 FY25 Q2 FY26 FY22 FY23 FY24 FY25 Q2 FY26 86 97 95 97 106 YoY adds 10 12 20 36 33
Slide 111: Strong growth in our large clients
Strong growth in our large clients $100K+ ARR $1M+ ARR >10 clients at clients 834 clients 120 $3M+ ARR FY22 FY23 FY24 FY25 Q2 FY26 FY22 FY23 FY24 FY25 Q2 FY26
Slide 112: Progress in our $1M+ ARR client base
Progress in our $1M+ ARR client base ~25% 5 of 6 sub-verticals of total ARR >40% of total ARR >$225M ARR % of total ARR from $1M+ ARR clients >4x ARR since IPO IPO Q2 FY26
Slide 113: Progress and continued opportunity in our $1M+ ARR client base
Progress and continued opportunity in our $1M+ ARR client base <10% of $50K+ ARR clients ~25% of total ARR >40% of total ARR % of total ARR from $1M+ ARR clients IPO Q2 FY26 Q2 FY26
Slide 114: Steady, consistent expansion across annual client cohorts
Steady, consistent expansion across our Total ARR expansion annual client cohorts 1.0x 1.2x 1.5x FY cohorts FY25 1.7x FY24 FY23 2.0x FY22 FY21 1.9x FY20 2.4x FY19 FY18 2.1x FY17 2.6x FY16 3.1x FY15 4.8x FY14 6.8x Note: chart reflects growth in total ARR over time for client cohorts based on initial
Slide 115: Steady, consistent expansion across annual client cohorts
Steady, consistent expansion across our annual client cohorts FY cohorts FY25 FY24 FY23 FY22 + 20% FY21 growth in FY25 FY20 each of FY14 + FY24 FY19 cohorts FY18 FY17 FY16 FY15 FY14 Note: chart reflects growth in total ARR over time for client cohorts based on initial contract year with Intapp. Base
Slide 116: Strong cloud net retention
Strong cloud net retention 125% 115% ~124% Cloud NRR 100% FY21 FY22 FY23 FY24 FY25 Q2 FY26
Slide 117: Multi-pronged cloud expand engine augments stable gross retention
Multi-pronged cloud expand engine augments stable gross retention ~124% 100% Illustrative cloud NRR build Cloud Cloud Churn + Cloud Cross-sell Upsell Pricing base migrations downgrades NRR Note: chart reflects respective contribution to cloud net new client spend from shown categories for the 12 mon
Slide 118: Multi-pronged cloud expand engine augments stable gross retention
Multi-pronged cloud expand engine augments stable gross retention upside potential from building migration motion ~124% 100% Illustrative cloud NRR build Cloud Cloud Churn + Cloud Cross-sell Upsell Pricing base migrations downgrades NRR Note: chart reflects respective contribution to cloud net new c
Slide 119: Significant expand whitespace within core IT SAM of top 200 clients
Significant expand whitespace within core IT SAM of our top 200 clients Agentic AI ~$2.5B ~79% ~79% ~93% ~98% incremental ARR opportunity 1 % whitespace ~ 21% ~ 21% % penetration ~ 7% 2% ~ Time Compliance DealCloud Firm AI Collaboration 1 Incremental ARR opportunity based on estimated expand potenti
Slide 120: Significant expand whitespace within core IT SAM of top 200 clients
Significant expand whitespace within core IT SAM of our top 200 clients ~ 79% ~ 79% ~ 93% ~98% ~10% mix Legal % of DealCloud ARR % whitespace ~ 21% ~ 21% % penetration ~ 7% ~ 2% Time Compliance DealCloud DealCloud Firm AI Collaboration Note: whitespace is the incremental ARR opportunity based on est
Slide 121: Cloud motion tees up the future in agentic
Cloud motion tees up the future in agentic Client mix: IPO Client mix: Q2 FY26 All cloud 6% Hybrid 12% All on-premise 94% of clients with 1+ cloud products +17pts since IPO 82% Note: “All cloud” defined as: clients with only cloud ARR; “Hybrid” defined as: clients with both cloud ARR and non-cloud A
Slide 122: Cloud motion tees up the future in agentic
Cloud motion tees up the future in agentic Relative % mix of migration program 1 Walls Conflicts, Intake, Terms Time Migration program Mid-stage Early-stage 2H FY26 start maturity horizon 1 Mix based on client spend for the on-premise deployed product families shown
Slide 123: Domain expertise and compliance positioning provide early signals for agentic era
Domain expertise and compliance positioning provide early signals for success into the agentic era Q2 FY26 Agentic AI opportunity with Celeste ~10% Assist AI % of net new client spend
Slide 124: Successful M&A track record
Real assets AI-based operating system ~$5 billion additional SAM via M&A since IPO Enterprise collaboration solutions AI-based solutions ~$110 million capital deployed since IPO 1 Employee compliance Prebilling automation and workflow IPO Successful M&A Microsoft Teams and Office 365 technology trac
Slide 125: Operating leverage
David Morton Operating leverage ~ ei Y Ot tsa i: Ko INTAPP |
Slide 126: Operating at Rule of 43
Operating at Rule of… ~26% ~18% Growth Subscription revenue YoY growth ~ 43 % 1 Profitability Non-GAAP operating margin FY26E Note: "Rule of" defined as: YoY trailing 12-month subscription revenue growth rate plus trailing 12-month non-GAAP operating margin. Non-GAAP operating margin is based on non
Slide 127: Gross margin improvement
Gross margin improvement $ in millions Investor Day 78% 78% 77% 2026 TTM 74% 71% +6pts $423 68% $390 $319 $249 Investor Day 72% 2024 $185 TTM FY22 FY22 FY23 FY23 FY24 FY24 FY25 FY25 Q2FY26 Q2 FY26 TTM TTM Note: non-GAAP gross profit and non-GAAP gross margin are non-GAAP financial measures; refer to
Slide 128: Gross margin improvement
Gross margin improvement $ in millions 78% Subscription 77% mix shift 74% Cloud economies 71% of scale $423 68% $390 $319 $249 $185 Services margin maintenance FY22 FY22 FY23 FY23 FY24 FY24 FY25 FY25 Q2FY26 Q2 FY26 TTM TTM Note: non-GAAP gross profit and non-GAAP gross margin are non-GAAP financial
Slide 129: Operating margin improvement
Operating margin improvement $ in millions Investor Day 17% 18% 2026 TTM 15% +12pts $102 9% $76 Investor Day 5% 3% $39 2024 TTM (3%) $10 ($7) 1 FY22 FY23 FY24 FY25 FY26E Note: non-GAAP operating income (loss) and non-GAAP operating margin are non-GAAP financial measures; refer to “Reconciliation: no
Slide 130: Operating margin improvement
Operating margin improvement $ in millions Gross margin: 18% subscription mix shift 15% S&M: sales productivity, partner economy, $102 blueprints 9% $76 G&A: economies of $39 scale, process 3% automation (3%) $10 ($7) 1 FY22 FY23 FY24 FY25 FY26E Note: non-GAAP operating income (loss) and non-GAAP op
Slide 131: Free cash flow margin improvement
Free cash flow margin improvement $ in millions Gross margin and 24% OpEx leverage 20% Working capital management 15% $122 $108 $65 Operational efficiency 7% 5% optimization $25 $14 FY22 FY22 FY23 FY23 FY24 FY24 FY25 FY25 Q2FY26 Q2 FY26 TTM TTM Note: free cash flow and free cash flow margin are non-
Slide 132: Inflection in free cash flow since Investor Day 2024
Inflection in free cash flow since Investor Day 2024 ~$60M ~$200M 2024 2026 IPO Investor m Investor Day Day 10 8 quarters quarters Note: refer to “Reconciliation: free cash flow” in appendix for a reconciliation of this measure to its most directly comparable GAAP financial measure
Slide 133: Capital allocation framework
Capital allocation framework Forward growth Dilution opportunity management Strong cash flow Product innovation Deliberate, Share drives optionality + go-to-market disciplined M&A repurchases 1 1 Additional information regarding our share repurchase programs may be found in our Quarterly Report on F
Slide 134: Managing equity dilution
Managing equity dilution Non-GAAP weighted-average shares +4% (1%) +9% YoY YoY YoY +20% YoY 84M 83M FY26E 80M 74M with share repurchases as of Q2 FY26 1 FY23 FY24 FY25 FY26E Note: net dilution calculated as: year-over-year percentage change in diluted weighted-average shares used to compute non-GAAP
Slide 135: Financial framework
David Morton Financial framework — Ky) INTAPP |
Slide 136: Headlines to define Intapp's financial model on the path to $1B
Headlines to define Intapp’s financial model on the path to $1B NRR strength and deeper penetration of named account universe to continue guiding go-forward new logo trajectory should show tighter track with total and subscription revenue growth participation and monetization and stickiness with par
Slide 137: The model progression
The model progression… IPO Investor Day 2024 FY21 Q2 FY24 (TTM) Total ARR $212 million $365 million Cloud % of total ARR 52% 70% Non-GAAP gross margin 69% 72% Non-GAAP operating margin 4% 5% Free cash flow margin (6%) 9% Note: non-GAAP gross margin, non-GAAP operating margin, and free cash flow marg
Slide 138: The model progression
The model progression… IPO Investor Day 2024 Investor Day 2026 FY21 Q2 FY24 (TTM) Q2 FY26 (TTM) Total ARR $212 million $365 million $535 million Cloud % of total ARR 52% 70% 81% Non-GAAP gross margin 69% 72% 78% Non-GAAP operating margin 4% 5% 17% Free cash flow margin (6%) 9% 20% Note: non-GAAP gro
Slide 139: Targeting $1 billion in total ARR
Targeting $1 billion in total ARR… IPO Investor Day 2024 Investor Day 2026 FY21 Q2 FY24 (TTM) Q2 FY26 (TTM) FY29 target Total ARR $212 million $365 million $535 million $1 billion Cloud % of total ARR 52% 70% 81% 90%+ Non-GAAP gross margin 69% 72% 78% 80%+ Non-GAAP operating margin 4% 5% 17% 28% – 3
Slide 140: ...and GAAP profitability
…and GAAP profitability Investor Day 2026 Q2 FY26 (TTM) FY29 target Total ARR $535 million $1 billion Cloud % of total ARR 81% 90%+ Non-GAAP gross margin 78% 80%+ Positive GAAP operating income GAAP operating margin FY28 target Non-GAAP operating margin 17% 28% – 30% Free cash flow margin 20% 25% –
Slide 141: Thank you
Investor Day 2026 Thank you <> INTAPP
Slide 142: Our unique advantages
Our unique advantages <2 See Ot tt Ssai: @INTAPP
Slide 143: Distribution: we have the trust of 2,750+ clients worldwide
Distribution: we have the trust of 2,750+ clients worldwide Note: client count as of December 31, 2025
Slide 144: Data and workflows: we already manage the critical data firms rely on
Data and workflows: we already manage the critical data and workflows that these firms rely on each day Matter / Fee earner Write downs Clients Referrers Intake Conflicts Corp Trees Work History effort / Write offs Balance of Sanctions Staffing / Matter unit Pursuits Experience Trade Lists Leverage
Slide 145: Professional compliance: Intapp is the industry leader
Professional compliance: Intapp is the industry leader Team Information MNPI | Confidentiality Employee Independence screens barriers Insiders conflicts Separation of Protect client Highly-sensitive Engagement Individual Firm and engagement interests M&A access conflicts personal audit teams restric
Slide 146: Intapp partner ecosystem
Data partners Intapp partner Technology partners ecosystem Vertical-centric partners Services partners
Slide 147: Successful M&A track record
Real assets AI-based operating system ~$5 billion additional SAM via M&A since IPO Enterprise collaboration solutions AI-based solutions ~$110 million capital deployed since IPO 1 Employee compliance Prebilling automation and workflow IPO Successful M&A Microsoft Teams and Office 365 technology trac
Slide 148: Team: Our industry expertise and client focus set us apart
Team: Our industry expertise and client focus set us apart Vertical expertise Silicon Valley engineering Founder-led Client obsessed
Slide 149: Summary
Summary Firms are expanding but need AI that is compliant and built for how they work Celeste is our AI-native agentic platform, purpose-built for professional firms We partner with Microsoft, Anthropic and Harvey; Celeste makes their tools better We're rearchitecting our applications as agents, run
Slide 150: Thank you
Thank you <> INTAPP
Slide 151: Reconciliations
Reconciliations Ky) INTAPP |
Slide 152: Reconciliation: non-GAAP gross profit
Reconciliation: non-GAAP gross profit $ in millions FY21 FY22 FY23 FY24 FY25 Q2 FY24 TTM Q2 FY26 TTM GAAP gross profit $140 $173 $239 $307 $373 $270 $406 Adjusted to exclude the following: Stock-based compensation 1 4 6 7 10 7 10 Amortization of intangible assets 7 8 4 5 7 4 7 Non-GAAP gross profit
Slide 153: Reconciliation: non-GAAP operating income (loss)
Reconciliation: non-GAAP operating income (loss) $ in millions FY21 FY22 FY23 FY24 FY25 Q2 FY24 TTM Q2 FY26 TTM GAAP operating loss $(23) $(99) $(69) $(32) $(27) $(56) $(32) Adjusted to exclude the following: Stock-based compensation 19 77 68 60 88 67 101 Amortization of intangible assets 11 14 11 1
Slide 154: Reconciliation: free cash flow
Reconciliation: free cash flow $ in millions FY21 FY22 FY23 FY24 FY25 Q2 FY24 TTM Q2 FY26 TTM Net cash (used in) provided by operating $(10) $14 $27 $67 $124 $38 $111 activities Adjusted for the following cash outlay: Purchases of property and equipment (2) — (2) (2) (2) (2) (3) Free cash flow $(12)