Slide 1: Investor Presentation
Investor Presentation May 2026 © 2026 Intapp. All rights reserved.
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, directo
Slide 3: Intapp positioning
Intapp positioning Firms are expanding but need AI that is compliant and built for how they work We have the distribution, data, compliance depth, and specialized domain expertise Celeste is our AI-native agentic platform, purpose-built for professional firms Celeste makes Microsoft, Anthropic and H
Slide 4: Our market is expanding and in need of AI solutions
Our market is expanding and in need of AI solutions $4T global market 4 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 4 Note: Based on internal research
Slide 5: Distribution: we have the trust of thousands of clients worldwide
Distribution: we have the trust of thousands of clients worldwide Legal Accounting Consulting Investment banking Private capital Real assets 5
Slide 6: 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 6
Slide 7: 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 7
Slide 8: We already manage the critical data and workflows that these firms rely on each day
We already manage the critical data and workflows that these firms rely on each day Matter / Work Fee earner Write downs / Clients Referrers Intake Conflicts Corp Trees History effort Write offs Balance of Staffing / Matter unit Pursuits Experience Trade Sanctions Lists Leverage economics Collections F
Slide 9: 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 10: 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 11: Intapp's growth driven by product innovation through the years
145+ vertical SaaS Launched Intapp partners in partner program 135+ partners in ecosystem Intapp’s growth driven by product ecosystem DealCloud/Intapp AI document Collaboration AI capture of ingestion integration Teams AI Prompt Studio: innovation through the years transcripts contextual email Porta
Slide 12: With Intapp Assist, we integrated gen AI into our products
With Intapp Assist, we integrated gen AI into our products 12
Slide 13: Agentic is the next opportunity curve
Agentic is the next opportunity curve Agentic AI opportunity (1) $30B+ core IT SAM ~ $20B Note: SAM estimates based on market interviews and our historical data and experience 13 (1) Estimates based on market interviews and our historical data and experience, and Gartner “Forecast: AI Spending, Worl
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: Celeste
~ Celeste © The agentic platform for Firm Al
Slide 16: How we built Celeste
How we built Celeste AI-native codebase Model agnostic New user experience paradigm Startup release velocity 16
Slide 17: A comprehensive platform built for professional firms
A comprehensive platform built 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
Slide 18: Celeste differentiators
Celeste differentiators Industry-specific Firm Knows Professional agents playbooks your firm compliance built-in 18
Slide 19: Celeste automates firms' business workflows with expert agents
Celeste automates firms’ business workflows with expert agents Investors Advisors 19
Slide 20: Firm Ontology
Firm Ontology and — Logic © Memory and * Learning — €SINTAPP 20
Slide 21: Celeste makes AI models better
Celeste makes AI models better Expert agents Professional compliance Embedded firm workflows Client systems of record Industry market data 21
Slide 22: Intapp + Microsoft / Anthropic / Harvey
€&>INTAPP + mE Microsoft ANTHROP\C Harvey &SINTAPP) 22
Slide 23: Intapp partner ecosystem
Data partners Intapp partner ecosystem Technology partners vertical-centric partners Services partners implementation resource certifications across services partners 23
Slide 24: Key financial highlights
Key financial highlights &SINTAPP 24
Slide 25: Our visible path to $1B ARR
Celeste full-platform Our visible path to $1B ARR Partnerships Celeste limited availability Applied AI Acquisitions New client sub-verticals Cloud New migrations geographies Accelerate ecosystem Expand with existing clients New solutions Add new clients Expand offering Grow current offering 25 Note:
Slide 26: Q3 FY26 financial highlights
Q3 FY26 financial highlights Scaled vertical platform $560M Total ARR Rapidly expanding cloud business driving overall growth +31% Cloud ARR YoY growth Highly visible and sticky recurring revenue base 123% Cloud NRR(1) Powerful land and expand model 858 $100K+ ARR clients Strong non-GAAP operating i
Slide 27: Strong cloud net revenue retention
Strong cloud net revenue retention 125% 123% 115% Cloud NRR Q3 FY26 100% FY21 FY22 FY23 FY24 FY25 Q3 FY26 27
Slide 28: Continued strong cloud and total ARR growth
Continued strong cloud and total ARR growth $ in millions +23% YoY Non-cloud ARR +20% YoY $559.9 Cloud ARR $485.4 $454.7 $404.2 $459.3 $383.1 $351.8 $296.7 +29% YoY +31% YoY FY24 FY25 Q3 FY25 Q3 FY26 73% mix 79% mix 77% mix 82% mix Note: Total ARR represents the annualized recurring value of all act
Slide 29: SaaS revenue strength
SaaS revenue strength $ in millions Professional services License(1) $504.1 SaaS(1) $430.5 $146.0 $129.1 $331.9 $107.9 $259.3 $84.9 +28% YoY +27% YoY FY24 FY25 Q3 FY25 Q3 FY26 Note: YoY revenue growth rate calculations based on corresponding precise amounts as presented in our consolidated statement
Slide 30: Growth of remaining performance obligations
Growth of remaining performance obligations $ in millions $791.4 $719.7 $621.5 $566.5 +27% YoY +27% YoY FY24 FY25 Q3 FY25 Q3 FY26 Note: Remaining performance obligations (RPO) represent non-cancellable contracted revenues that have not yet been recognized, which includes deferred revenue and amounts
Slide 31: Consistent expansion of our client base
Consistent expansion of our client base $50K+ ARR clients $100K+ ARR clients >1,375 >1,325 858 >1,300 834 >1,275 813 795 >1,250 748 +10% +15% YoY YoY Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 31
Slide 32: Expanding profitability and free cash flow
Expanding profitability and free cash flow $ in millions Non-GAAP operating income(1) Free cash flow(2) $63.4 $37.5 $35.1 $27.7 $25.7 $21.3 $20.9 $22.2 $20.3 $13.2 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 (1) Refer to “Reconciliation: Non-GAAP operating income”
Slide 33: Q4 FY26 and FY26 outlook
Q4 FY26 and FY26 outlook As communicated in Intapp’s May 5, 2026 earnings release Q4 FY26 FY26 $ in millions, except per share data SaaS revenue $113.1 – $114.1 $421.0 – $422.0 Total revenue $149.1 – $150.1 $574.3 – $575.3 Non-GAAP operating income $28.4 – $29.4 $102.7 – $103.7 Non-GAAP diluted net
Slide 34: Reconciliations
Reconciliations 34
Slide 35: Reconciliation: Non-GAAP gross profit
Reconciliation: Non-GAAP gross profit $ in thousands Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 GAAP gross profit $ 96,406 $ 100,957 $ 103,831 $ 105,138 $ 110,511 Adjusted to exclude the following: Stock-based compensation 2,619 2,356 2,388 2,647 2,648 Amortization of intangible assets 1,509 1,952 1,71
Slide 36: Reconciliation: Non-GAAP operating income
Reconciliation: Non-GAAP operating income $ in thousands Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 GAAP operating loss $ (5,702) $ (4,215) $ (14,455) $ (7,177) $ (14,246) Adjusted to exclude the following: Stock-based compensation 22,715 19,971 27,287 30,697 31,111 Amortization of intangible assets 2,
Slide 37: Reconciliation: Free cash flow
Reconciliation: Free cash flow $ in thousands Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Net cash provided by operating activities $ 35,501 $ 38,343 $ 13,795 $ 22,881 $ 63,916 Adjusted for the following cash outlay: Purchases of property and equipment (379) (878) (558) (664) (562) Free cash flow $ 35,1
Slide 38: Thank you
Thank you INTAPP 38