Slide 1: Investor Presentation
Investor Presentation August 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 Ha
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 Fi
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 indep
Slide 11: Intapp's growth driven by product innovation through the years
145+ vertical 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 Portable g
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 T
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 for the Firm 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: Q4 FY26 financial highlights
Q4 FY26 financial highlights Scaled vertical platform $591M Total ARR Rapidly expanding cloud business driving overall growth +29% Cloud ARR YoY growth Highly visible and sticky recurring revenue base 123% Cloud NRR(1) Powerful land and expand model 897 | 142 $100K+ | $1M+ ARR clients Strong non-GAAP
Slide 27: Strong cloud net revenue retention
Strong cloud net revenue retention 125% 123% 115% Cloud NRR FY26 100% FY21 FY22 FY23 FY24 FY25 FY26 27
Slide 28: Continued strong cloud and total ARR growth
Continued strong cloud and total ARR growth $ in millions +22% YoY $590.5 Non-cloud ARR Cloud ARR $485.4 $495.7 $404.2 $383.1 $296.7 +29% YoY FY24 FY25 FY26 73% mix 79% mix 84% mix Note: Total ARR represents the annualized recurring value of all active SaaS and on-premises license contracts at the e
Slide 29: Subscription revenue strength
Subscription revenue strength $ in millions Professional services License Subscription $577.8 $504.1 $152.5 $135.0 $422.8 $115.0 $331.9 $90.2 +27% YoY +27% YoY FY25 FY26 Q4 FY25 Q4 FY26 Note: The amounts of Subscription revenue are the same as the amounts of SaaS revenue in our consolidated statemen
Slide 30: Growth of remaining performance obligations
Growth of remaining performance obligations $ in millions $833.0 $719.7 $566.5 +16% YoY FY24 FY25 FY26 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
Slide 31: Consistent expansion of our client base
Consistent expansion of our client base $100K+ ARR clients $1M+ ARR clients 897 142 795 109 698 73 +13% +30% YoY YoY FY24 FY25 FY26 FY24 FY25 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 $45.9 $37.5 $34.3 $35.1 $27.7 $25.7 $24.1 $25.2 $21.3 $20.9 $22.2 $18.9 $20.3 $15.1 $13.2 $108.6 $144.7 FY26 FY26 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 FY25 FY25 FY25 FY25 FY26 FY26 F
Slide 33: Q1 FY27 and FY27 outlook
Q1 FY27 and FY27 outlook As communicated in Intapp’s August 4, 2026 earnings release Q1 FY27 FY27 $ in millions, except per share data Subscription revenue $123.7 – $124.7 $528.7 – $532.7 Total revenue $159.3 – $160.3 $656.5 – $660.5 Non-GAAP operating income $33.4 – $34.4 $134.7 – $138.7 Non-GAAP d
Slide 34: Reconciliations
Reconciliations 34
Slide 35: Reconciliation: Non-GAAP gross profit
Reconciliation: Non-GAAP gross profit $ in thousands Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 FY26 GAAP gross profit $ 86,871 $ 88,738 $ 96,406 $ 100,957 $ 372,972 $ 103,831 $ 105,138 $ 110,511 $ 118,370 $ 437,850 Adjusted to exclude the following: Stock-based compensation
Slide 36: Reconciliation: Non-GAAP operating income
Reconciliation: Non-GAAP operating income $ in thousands Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 FY26 GAAP operating loss $ (7,254) $ (10,186) $ (5,702) $ (4,215) $ (27,357) $ (14,455) $ (7,177) $ (14,246) $ (4,219) $ (40,097) Adjusted to exclude the following: Stock-bas
Slide 37: Reconciliation: Free cash flow
Reconciliation: Free cash flow $ in thousands Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 FY26 Net cash provided by operating activities $ 24,446 $ 25,239 $ 35,501 $ 38,343 $ 123,529 $ 13,795 $ 22,881 $ 63,916 $ 46,254 $ 146,847 Adjusted for the following cash outlay: Purchas
Slide 38: Thank you
Thank you INTAPP 38