Investor Relations Overview Enabling the Industry Cloud for Professional and Financial Services Firms May 2022 ©2022 Intapp, Inc. All rights reserved. Intapp, OnePlace, and DealCloud are registered trademarks of Intapp, Inc., or its subsidiaries. Various trademarks held by their respective owners. ©2022 Intapp, Inc. All rights reserved. Intapp, OnePlace, and DealCloud are registered trademarks of Intapp, Inc., or its subsidiaries. Various trademarks held by their respective owners. 2 Disclaimer This present ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40550 Intapp, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 46-1467620 ( State or other ...

Investor Relations Overview Enabling the Industry Cloud for Professional and Financial Services Firms March 2022 ©2022 Intapp, Inc. All rights reserved. Intapp, OnePlace, and DealCloud are registered trademarks of Intapp, Inc., or its subsidiaries. Various trademarks held by their respective owners. ©2022 Intapp, Inc. All rights reserved. Intapp, OnePlace, and DealCloud are registered trademarks of Intapp, Inc., or its subsidiaries. Various trademarks held by their respective owners. 2 Disclaimer This prese ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40550 Intapp, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 46-1467620 ( State or oth ...

Intapp, Inc. (NASDAQ:INTA) Q2 2022 Earnings Conference Call February 9, 2022 5:00 PM ET Company Participants John Hall – Chairman, Chief Executive Officer Stephen Robertson – Chief Financial Officer David Trone – Senior Vice President, Investor Relations Conference Call Participants Jackson Ader – JPMorgan Chase & Co Koji Ikeda – Bank of America Merrill Lynch Kevin McVeigh – Crédit Suisse Brian Peterson – Raymond James & Associates Terry Tillman – Truist Securities Brian Schwartz – Oppenheimer Operator Good ...

Financial Data and Key Metrics Changes - Cloud ARR grew 56% year-over-year to $125 million, representing 55% of total ARR, which increased by 27% to $229 million [11][34] - Total revenue reached $62.2 million, up 29% year-over-year, driven by cloud solutions and professional services revenue [36] - SaaS and support revenue was $43.5 million, reflecting a 31% year-over-year increase [36] - Non-GAAP operating loss was $0.9 million compared to an operating profit of $3.6 million in the prior year [42] Business Line Data and Key Metrics Changes - SaaS and support revenue increased by 31% year-over-year, while subscription license revenue rose to $10.6 million from $10 million in the prior year [36] - Professional services revenue grew to $8.1 million from $5 million in the prior year, indicating a recovery in the market [36] Market Data and Key Metrics Changes - The company serves over 1,950 clients across more than 40 countries, with 446 clients generating over $100,000 in ARR [37] - The net revenue retention rate was above the expected range of 108% to 112% [37] Company Strategy and Development Direction - The company focuses on a vertical industry cloud strategy targeting professional and financial services, emphasizing the need for purpose-built technology solutions [9][12] - The land-and-expand strategy aims to integrate solutions into clients' operations, creating a reliable revenue base in a differentiated market [32] Management's Comments on Operating Environment and Future Outlook - Management noted strong demand in target markets and a positive response to the transition to a public company, enhancing brand visibility and client confidence [73][74] - The company anticipates continued growth driven by digital transformation and cloud adoption in the professional and financial services sectors [31][78] Other Important Information - The company raised its FY '22 revenue guidance while maintaining profitability guidance, indicating confidence in future growth [45][46] - The balance sheet showed $54.9 million in cash and cash equivalents, with accounts receivable decreasing by $16.9 million [44] Q&A Session Summary Question: Cloud revenue growth details - Management indicated balanced contributions from both financial and professional services, with upselling and new logo sales contributing to growth [50] Question: Q2 SaaS and support guidance - Management explained that on-premises business variability affects guidance, but they remain optimistic about future performance [53] Question: Expense growth sources - Management highlighted increased investments in sales and marketing to capture market momentum, with a focus on hiring [60] Question: Client dynamics and mix - Management noted balanced client additions across firm sizes, with a slight preference for financial services in new logo sales [62] Question: Real estate investment management market opportunity - Management discussed the potential in the real estate segment, emphasizing the replacement of legacy systems with their purpose-built solutions [66] Question: Net revenue retention expectations - Management acknowledged the strong performance but refrained from adjusting the target range for net revenue retention at this time [69] Question: Brand awareness post-IPO - Management reported increased visibility and client confidence since going public, enhancing their market position [73] Question: International market performance - Management confirmed strong demand in both Europe and Asia Pacific, with no significant negative impact from reopening dynamics [99] Question: Catalysts for platform adoption - Management noted that the shift to cloud-first strategies among top firms has accelerated due to COVID-19, creating new opportunities [105]

[PART I. FINANCIAL INFORMATION](index=4&type=section&id=PART%20I.%20FINANCIAL%20INFORMATION) [Item 1. Financial Statements (Unaudited)](index=4&type=section&id=Item%201.%20Financial%20Statements%20(Unaudited)) The unaudited financial statements for Q3 2021 reflect significant post-IPO changes, including debt repayment, increased equity, and a wider operating loss despite revenue growth - On July 2, 2021, the company completed its IPO, raising **$244.8 million** in net proceeds from the initial offering and an additional **$38.2 million** from the underwriter option[30](index=30&type=chunk)[31](index=31&type=chunk) - Upon IPO closing, all outstanding convertible preferred stock converted into **19,034,437** shares of common stock[30](index=30&type=chunk) [Condensed Consolidated Balance Sheets](index=4&type=section&id=Condensed%20Consolidated%20Balance%20Sheets) The balance sheet as of September 30, 2021, reflects a significant post-IPO transformation, with cash increasing, debt eliminated, liabilities decreasing, and equity shifting from a deficit to a positive position Balance Sheet Highlights (in thousands) | Metric | Sep 30, 2021 | Jun 30, 2021 | | :--- | :--- | :--- | | Cash and cash equivalents | $54,937 | $37,636 | | Total Assets | $447,980 | $459,827 | | Debt, net | $0 | $275,593 | | Total Liabilities | $182,542 | $473,259 | | Total stockholders' equity (deficit) | $265,438 | ($157,580) | [Condensed Consolidated Statements of Operations](index=6&type=section&id=Condensed%20Consolidated%20Statements%20of%20Operations) For Q3 2021, total revenues increased 29%, but a significant rise in operating expenses resulted in a wider operating loss and increased net loss, despite improved net loss per share post-IPO Statement of Operations Summary (in thousands, except per share data) | Metric | Q3 2021 | Q3 2020 | | :--- | :--- | :--- | | Total revenues | $62,190 | $48,143 | | Gross profit | $39,814 | $31,160 | | Operating loss | ($23,631) | ($4,276) | | Net loss | ($25,130) | ($10,407) | | Net loss per share, basic and diluted | ($0.42) | ($0.55) | [Condensed Consolidated Statements of Cash Flows](index=9&type=section&id=Condensed%20Consolidated%20Statements%20of%20Cash%20Flows) For Q3 2021, net cash from operating activities significantly improved, with financing activities primarily driven by IPO proceeds offset by substantial debt repayment Cash Flow Summary (in thousands) | Activity | Q3 2021 | Q3 2020 | | :--- | :--- | :--- | | Net cash provided by (used in) operating activities | $4,649 | ($10,827) | | Net cash used in investing activities | ($863) | ($744) | | Net cash provided by financing activities | $13,630 | $27,833 | [Notes to Unaudited Condensed Consolidated Financial Statements](index=10&type=section&id=Notes%20to%20Unaudited%20Condensed%20Consolidated%20Financial%20Statements) The notes detail significant financial events, including the IPO, debt extinguishment, substantial increase in stock-based compensation, and the establishment of a new revolving credit facility post-quarter-end - Total stock-based compensation expense for the quarter was **$19.0 million**, a substantial increase from **$4.6 million** in the same period of 2020[91](index=91&type=chunk) - Following the IPO, the company repaid its **$278.0 million** Prior Credit Facility in full, resulting in a **$2.4 million** loss on debt extinguishment from the write-off of unamortized financing costs[83](index=83&type=chunk) - As of September 30, 2021, the company has approximately **$236.5 million** in remaining performance obligations, with **63%** expected to be recognized as revenue over the next 12 months[67](index=67&type=chunk) - On October 5, 2021, the company entered into a new five-year, **$100.0 million** senior secured revolving credit facility with JPMorgan Chase Bank, N.A[98](index=98&type=chunk) [Management's Discussion and Analysis of Financial Condition and Results of Operations](index=23&type=section&id=Item%202.%20Management's%20Discussion%20and%20Analysis%20of%20Financial%20Condition%20and%20Results%20of%20Operations) Management attributes revenue growth to strong SaaS and cloud performance, with Cloud ARR increasing significantly, while operating expenses surged due to stock-based compensation and public company costs post-IPO Key Business Metrics | Metric | Sep 30, 2021 | Sep 30, 2020 | Change | | :--- | :--- | :--- | :--- | | Total ARR | $228.6M | $179.3M | +27% | | Cloud ARR | $125.3M | $80.1M | +56% | | Clients with >$100k ARR | 446 | 371 | +20% | - The company's net revenue retention rate averaged over **110%** for the twelve-month periods ending September 30, 2021, and 2020, indicating strong expansion within the existing client base[115](index=115&type=chunk) - General and administrative (G&A) expenses increased by **156%** YoY, primarily due to a **$5.2 million** increase in stock-based compensation and higher professional fees and insurance costs associated with being a public company[154](index=154&type=chunk) Non-GAAP Operating Profit (Loss) Reconciliation (in thousands) | Metric | Q3 2021 | Q3 2020 | | :--- | :--- | :--- | | **Operating loss (GAAP)** | **($23,631)** | **($4,276)** | | Stock-based compensation | 19,028 | 5,096 | | Amortization of intangible assets | 3,309 | 2,744 | | Change in fair value of contingent consideration | 337 | — | | Acquisition-related transaction costs | 81 | — | | **Non-GAAP operating profit (loss)** | **($876)** | **$3,564** | [Item 3. Quantitative and Qualitative Disclosures About Market Risk](index=34&type=section&id=Item%203.%20Quantitative%20and%20Qualitative%20Disclosures%20About%20Market%20Risk) The company's primary market risks are foreign currency exchange, mainly the British Pound, and credit risk, which is considered low with no significant client concentration - The company's main foreign currency exposure is to the British Pound, where a hypothetical **10%** change in the USD/GBP exchange rate could impact operating results by approximately **$3.0 million**[195](index=195&type=chunk) - Credit risk is managed by assessing client creditworthiness, with no single client representing more than **10%** of total accounts receivable as of September 30, 2021[196](index=196&type=chunk) [Item 4. Controls and Procedures](index=35&type=section&id=Item%204.%20Controls%20and%20Procedures) Management concluded that disclosure controls and procedures were effective as of September 30, 2021, with no material changes to internal control over financial reporting during the quarter - Based on an evaluation as of the end of the reporting period, the Chief Executive Officer and Chief Financial Officer concluded that the company's disclosure controls and procedures were effective[197](index=197&type=chunk) - No changes in internal control over financial reporting occurred during the quarter that have materially affected, or are reasonably likely to materially affect, internal controls[198](index=198&type=chunk) [PART II. OTHER INFORMATION](index=36&type=section&id=PART%20II.%20OTHER%20INFORMATION) [Item 1. Legal Proceedings](index=36&type=section&id=Item%201.%20Legal%20Proceedings) The company is vigorously defending a lawsuit filed by Navatar Group, Inc., alleging false advertising by its subsidiary, DealCloud, Inc - Navatar Group, Inc. has filed a lawsuit against the company's subsidiary, DealCloud, Inc., alleging false advertising and related claims, which the company is vigorously defending[203](index=203&type=chunk) [Item 1A. Risk Factors](index=36&type=section&id=Item%201A.%20Risk%20Factors) No material changes have occurred to the risk factors previously disclosed in the Annual Report on Form 10-K for the fiscal year ended June 30, 2021 - No material changes have been made to the risk factors disclosed in the Annual Report on Form 10-K for the fiscal year ended June 30, 2021[204](index=204&type=chunk) [Item 2. Unregistered Sales of Equity Securities and Use of Proceeds](index=36&type=section&id=Item%202.%20Unregistered%20Sales%20of%20Equity%20Securities%20and%20Use%20of%20Proceeds) The company details the use of its July 2021 IPO proceeds, primarily for the full repayment of outstanding borrowings under its Prior Credit Facility - The company received net proceeds of **$283.0 million** from its IPO[207](index=207&type=chunk) - **$278.0 million** of the IPO proceeds were used to fully repay outstanding borrowings under the Prior Credit Facility[207](index=207&type=chunk) [Item 3. Defaults Upon Senior Securities](index=36&type=section&id=Item%203.%20Defaults%20Upon%20Senior%20Securities) No defaults upon senior securities were reported [Item 4. Mine Safety Disclosures](index=36&type=section&id=Item%204.%20Mine%20Safety%20Disclosures) No mine safety disclosures are applicable [Item 5. Other Information](index=36&type=section&id=Item%205.%20Other%20Information) No other information is reported in this section [Item 6. Exhibits](index=37&type=section&id=Item%206.%20Exhibits) This section lists exhibits filed with the Quarterly Report on Form 10-Q, including the new Credit Agreement and required certifications - Exhibits filed include the Credit Agreement dated October 5, 2021, and certifications pursuant to the Sarbanes-Oxley Act of 2002[212](index=212&type=chunk) [Signatures](index=38&type=section&id=Signatures) The report was duly signed and authorized by the Chief Executive Officer and Chief Financial Officer - The report was duly signed and authorized on November 12, 2021, by John Hall, Chief Executive Officer, and Stephen Robertson, Chief Financial Officer[215](index=215&type=chunk)[216](index=216&type=chunk)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-40550 Intapp, Inc. (Exact name of Registrant as specified in its Charter) Delaware 46-1467620 (State or other jurisdiction of incorporati ...