Intapp (INTA) investor relations material

Market positioning and strategy

• Focuses on large, highly regulated professional and financial services firms underserved by generic software, offering specialized, compliance-driven solutions.

• Built a defensible platform through deep collaboration with industry CIOs, evolving through multiple technology generations including cloud and AI.

• Holds a unique position as a mission-critical backbone for client firms, managing complex workflows from business development to compliance and governance.

• Proprietary data and workflow expertise enable tailored solutions that address industry-specific compliance and operational needs.

• Maintains strong founder-led leadership and a long-term view, leveraging industry consolidation and technology transitions.

Product innovation and AI integration

• Launched Intapp Celeste, an AI-native, agentic platform designed for compliance-first automation across all business workflows.

• Celeste integrates with existing applications, automating processes from business development through compliance and engagement governance.

• Developed in collaboration with client advisory boards, ensuring industry relevance and compliance.

• Platform is model-agnostic, supporting integration with leading AI engines like Anthropic, OpenAI, and Microsoft Copilot.

• Enables governed AI adoption, addressing risks of data leakage and compliance breaches in AI deployments.

Partnerships and ecosystem

• Strategic partnerships with Harvey, Anthropic, and Microsoft enhance AI capabilities and market reach.

• Harvey partnership brings governed AI to practitioner-level tools, while Celeste manages business-level compliance.

• Anthropic partnership allows clients to choose preferred AI models, with Celeste maintaining compliance.

• Deep commercial relationship with Microsoft, including Azure Marketplace presence and co-selling initiatives.

• Ecosystem includes 145 partners, supporting broad adoption and integration.