Intapp (INTA) UBS’s 2025 Global Technology and AI Conference summary

Business transformation and growth

• Achieved significant revenue growth from $200 million in 2022 to $600 million, driven by cloud migration and industry focus.

• Transitioned over 90% of clients to the cloud, with more than 80% of revenue now cloud-based.

• Built a specialized platform for professional and financial services, targeting an underserved $15 billion SAM.

• Benefited from industry consolidation, shifting go-to-market to focus on the top 2,000 enterprise accounts.

• Upsell and cross-sell opportunities within the existing client base could drive revenue above $1 billion.

Strategic partnerships and ecosystem

• Developed key alliances with Microsoft and KPMG, enhancing distribution and co-selling opportunities.

• Microsoft partnership allows clients to use Azure spend for purchases, aligning sales incentives.

• Microsoft established a dedicated professional services sales force, deepening collaboration.

• Built an ecosystem of 145 partners, including technology, services, and data organizations.

• Partnerships have enabled entry into large institutions and supported expansion into new markets.

AI innovation and product evolution

• Early adoption of machine learning and generative AI, with a focus on unstructured data and compliance.

• Launched generative AI features two years ago; now advancing into agentic AI for workflow automation.

• AI solutions target high-value use cases: client growth, deal origination, compliance, and cash conversion.

• AI adoption is rising among senior leadership, enabled by improved data structuring and user experience.

• Acquired TermSheet to expand agentic AI offerings, moving toward usage-based monetization.