Group 1 - Intapp (NASDAQ: INTA) is a global provider of AI-powered solutions specifically designed for professionals in capital markets and legal firms [1] - The company operates as a vertical software provider, serving various sectors including accounting, consulting, investment banking, legal, private capital, and real asset firms [1] - Intapp's most recognized solution is DealCloud, which focuses on relationship management [1]

Core Insights - Intapp has launched the DealCloud Activator, an AI-powered growth platform aimed at enhancing business development practices for professionals in advisory, legal, and capital markets firms [1][2]. Product Features - DealCloud Activator utilizes AI and behavioral science to align business development efforts with strategic goals, integrate new partners, and drive firmwide growth [2]. - The platform provides real-time insights and actionable nudges to support client relationships throughout the client lifecycle without disrupting daily routines [3]. - Key features include relationship and opportunity signals, behavioral nudges, tech stack integration, holistic data pictures, network management and visualization, personalized updates, Activator coaching, and performance metrics [6]. Market Position - Intapp's software is designed to help professionals unlock knowledge, relationships, and operational insights, thereby increasing value for their firms [5]. - The company serves top firms across various sectors, including accounting, consulting, investment banking, legal, private capital, and real assets, leveraging applied AI for competitive advantage [5].

Core Insights - Intapp announced the winners of its inaugural Partner Forum 2025 Awards, recognizing partners for their contributions to client success in four categories: Data Intelligence, Integration Excellence, Client Impact, and Deal Catalyst [1][2] Group 1: Award Winners - Moody's received the Intapp Data Intelligence Award for its excellence in providing integrated data and insights that drive value for mutual clients [4] - Equilar was awarded the Intapp Integration Excellence Award for its ability to integrate products with Intapp solutions, enhancing client experiences [4] - Legalytics won the Intapp Client Impact Award for enhancing client value and aiding in the implementation of Intapp software [4] - Harbor was recognized with the Intapp Deal Catalyst Award for outstanding collaboration and designing winning solutions for shared clients [4] Group 2: Company Overview - Intapp is a leading global provider of AI-powered solutions for professionals in advisory, legal, and capital markets firms, focusing on unlocking knowledge and operational insights to increase firm value [3] - The company utilizes Applied AI to simplify the access and application of firm and market intelligence, enabling smarter decision-making and competitive advantage [3] - Intapp's vertical SaaS solutions are trusted by top firms across various sectors, including accounting, consulting, investment banking, legal, private capital, and real assets [3]

Core Insights - Intapp's DealCloud was awarded Deal Origination Solution of the Year: Credit at the Private Equity Wire European Awards 2025, highlighting its excellence in the European private equity market [1][2][3] Group 1: Award Recognition - The award was determined by industry voters, with over 7,000 votes submitted across service provider categories [2] - The winners were announced at a gala event held on February 13 in London [2] Group 2: Product Features and Benefits - DealCloud is a data-powered platform that aids private credit firms in accelerating deals, optimizing portfolio performance, and improving collaboration [3] - The platform utilizes AI capabilities, automated data capture, and integrated market intelligence to enhance efficiency and decision-making [3] - By consolidating data and automating processes, DealCloud allows teams to focus on strengthening networks and sourcing more opportunities [3] Group 3: Company Overview - Intapp provides AI-powered solutions that help professionals in advisory, capital markets, and legal firms unlock knowledge and operational insights [5] - The company’s vertical SaaS solutions are trusted by top firms across various sectors, including accounting, consulting, investment banking, and legal [5]

Group 1 - The article emphasizes the importance of experience in analyzing diverse industries such as airlines, oil, retail, mining, fintech, and ecommerce, highlighting the value of understanding macroeconomic, monetary, and political drivers [1] - The author reflects on their extensive experience through various crises, including the dotcom bubble, 9/11, the great recession, and the Covid-19 pandemic, which enriches their analytical capabilities [1] - The article suggests that continuous learning and application of experience are crucial for unraveling new ideas, technology, innovation, and business models [1]

Core Insights - Intapp has opened a new Research and Development Centre in Lisbon, Portugal, aimed at being an innovation hub for vertical AI solutions tailored for professional services [1][2] - The Lisbon office will focus on developing AI solutions for sectors including accounting, consulting, investment banking, legal, private capital, and real assets [1][2] Company Expansion and Workforce - Intapp currently employs over 10 professionals in Portugal and is actively recruiting for 15 additional roles, primarily in R&D, including developers and quality assurance specialists [2] - Since its IPO in 2021, Intapp has grown to over 1,200 employees globally across North America, Europe, and Asia Pacific [6] Internship Program - The Lisbon R&D Centre will launch an internship program in 2025 to provide engineering and computer science students with practical experience and to build a pipeline of entry-level talent [3][4] Location and Infrastructure - The R&D Centre is situated in Parque das Nações, a vibrant area known for its modern infrastructure and accessibility, which is conducive to technological innovation [4][5] - The office design promotes collaboration with open-concept spaces and advanced technology, reflecting Intapp's commitment to innovation and employee well-being [5] Community and Economic Impact - The establishment of the R&D Centre in Lisbon is seen as a positive reflection of confidence in Portugal's tech ecosystem and aims to leverage local talent for global impact [4]

Core Insights - Intapp has partnered with New Forests to implement Intapp DealCloud, enhancing investor relations and fundraising capabilities through AI-powered solutions [1][2][4] - New Forests manages A$11.6 billion in assets across over 4.2 million hectares, focusing on sustainable timber plantations and natural capital strategies [6][7] Group 1: Modernization of Investor Relations - The implementation of DealCloud allows New Forests to track investors and streamline the fundraising process, providing a more tailored approach to relationship management [2][3] - DealCloud centralizes critical data, enabling New Forests' investor relations teams to make informed decisions and build long-term relationships with investors [2][3] Group 2: AI Capabilities - The AI features of DealCloud facilitate quick data analysis, informed decision-making, and automation of workflows, enhancing the efficiency of investor relations activities [3][4] - DealCloud helps identify potential new investors and ensures that fundraising activities are documented for future reference [3] Group 3: Company Overview - New Forests is a global investment manager with a diversified portfolio that includes sustainable timber plantations, conservation areas, and carbon finance projects [6][7] - The firm operates in multiple regions, including Australia, Southeast Asia, Africa, and the United States, and is a Certified B Corp [7]

Group 1 - Markets have rebounded sharply in early 2025, indicating a shift towards a "risk on" attitude among investors [1] - Investors are favoring growth stocks while shedding concerns over escalating tariff wars and a pause in interest rate cuts [1] - Gary Alexander has extensive experience in technology companies and has been a contributor on Seeking Alpha since 2017, providing insights into industry trends [1]

Core Viewpoint - Intapp, Inc. is set to discuss its fiscal second quarter 2025 financial results, highlighting key trends and performance expectations for the upcoming quarters [2][3]. Group 1: Company Overview - Intapp's fiscal second quarter 2025 earnings call features key executives including John Hall, Chairman and CEO, and David Morton, CFO [2]. - The company will provide insights into its business strategies and anticipated performance, including guidance for the fiscal third quarter and full year 2025 [3]. Group 2: Financial Metrics - The call will include discussions on non-GAAP metrics that are believed to enhance understanding of the company's financial performance [4].

Core Insights - Intapp (INTA) reported revenue of $121.21 million for the quarter ended December 2024, marking a year-over-year increase of 16.6% and an EPS of $0.21, up from $0.11 a year ago, with a revenue surprise of +0.05% over the Zacks Consensus Estimate [1] Financial Performance - Cloud annual recurring revenue (Cloud ARR) reached $331.10 million, exceeding the average estimate of $326.20 million from four analysts [4] - Total annual recurring revenue (Total ARR) was $437.10 million, compared to the estimated $432.18 million from four analysts [4] - Total recurring revenues from SaaS and support amounted to $79.98 million, slightly below the average estimate of $80.13 million, reflecting a year-over-year change of +3.7% [4] - Professional services revenue was reported at $13.22 million, surpassing the average estimate of $13.14 million, with a year-over-year increase of +4.2% [4] - Subscription license recurring revenues totaled $28.02 million, exceeding the average estimate of $27.89 million, showing a significant year-over-year change of +98.1% [4] Profitability Metrics - Gross profit from recurring revenues in SaaS and support was $63.68 million, below the average estimate of $65.90 million [4] - Gross profit from professional services was reported at -$1.33 million, worse than the average estimate of -$0.33 million [4] - Gross profit from recurring revenues in subscription licenses was $26.39 million, also below the average estimate of $27.63 million [4] Stock Performance - Intapp shares have returned +12.6% over the past month, outperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]