Core Insights - The article discusses the current market trends and potential investment opportunities within specific sectors, highlighting the importance of thorough analysis before making investment decisions [1][2]. Group 1: Market Trends - Recent market fluctuations have shown a significant impact on investor sentiment, with a notable increase in volatility across various sectors [1]. - Certain industries are experiencing growth, driven by technological advancements and changing consumer preferences, which may present lucrative investment opportunities [1]. Group 2: Investment Opportunities - Companies that are adapting to digital transformation are likely to outperform their peers, making them attractive targets for investment [1]. - The analysis emphasizes the need for investors to focus on companies with strong fundamentals and innovative strategies to navigate the current economic landscape [1].

Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclosures and disclaimers related to investment positions and advice [1][2] Group 1 - There are no stock, option, or similar derivative positions held by the author in any mentioned companies, nor plans to initiate such positions within the next 72 hours [1] - The article expresses personal opinions of the author and does not reflect the views of Seeking Alpha as a whole [2] - Seeking Alpha's analysts include both professional and individual investors who may not be licensed or certified by any regulatory body [2]

Core Insights - Blank Rome is migrating its compliance and time solutions to Intapp Cloud Infrastructure, incorporating Intapp DealCloud and Intapp Billstream to enhance AI capabilities and data-driven insights [1][2][3] Group 1: Migration to Cloud - The firm is transitioning multiple Intapp products, including Intapp Time, Intake, Conflicts, Terms, and Walls, to the cloud to support core business and compliance processes [4][5] - This migration aims to improve the accuracy of work effort capture and facilitate client compliance during time entry and prebilling [4][5] Group 2: Enhancements through AI - The addition of Intapp Billstream will enhance prebilling and revenue recognition, improving collaboration between lawyers and billing teams [5][6] - DealCloud will provide a centralized platform for managing client relationships, enabling better tracking and forecasting of deals and pipeline [6][7] Group 3: Strategic Objectives - The integration of these cloud solutions aligns with Blank Rome's strategy to enhance access to collective knowledge, leading to improved client insights and operational outcomes [2][3] - The partnership with Intapp is expected to support Blank Rome's continued growth and strategic objectives through a unified data framework and modern AI-enabled technology [7]

Core Insights - Intapp has announced a strategic collaboration with Snowflake to enhance deal management capabilities for advisory, capital markets, and legal firms by unifying data and applying analytics [1][2][3] Group 1: Collaboration Details - The partnership combines Snowflake's data integration capabilities with Intapp's DealCloud, allowing firms to apply analytics to relevant deal data more efficiently [2][3] - This integration aims to eliminate data silos within firms, enabling better decision-making and embedding insights into key workflows [3] Group 2: Company Overview - Intapp provides AI-powered solutions that help professionals in various sectors, including investment banking and legal, to leverage their knowledge and operational insights [4] - The company's vertical SaaS solutions are designed to enhance decision-making, manage risk, and improve competitive advantage for top firms across multiple industries [4]

Core Insights - Gadens, a leading Australian law firm, has selected Intapp's compliance solutions to enhance its compliance with new anti-money laundering (AML) and counter-terrorism financing (CTF) regulations in Australia [1][4]. Group 1: Modernization of Business Processes - Gadens is modernizing its business intake and conflict management processes in response to new AML and CTF regulations [2]. - The firm aims to use Intapp's consolidated tool to improve its new business intake and onboarding processes, enhancing data integrity and reducing risk exposure [2][3]. Group 2: Compliance and Risk Management - The new AML legislative reforms will necessitate improved client onboarding processes, including comprehensive information gathering and verification methods [3]. - Intapp's solutions will assist Gadens in achieving compliance with the AML and CTF framework, which involves complex information gathering, monitoring, reporting, and recordkeeping [4][6]. Group 3: Technology and Data Management - Intapp's compliance solutions enable secure collection of sensitive information that integrates into the firm's review processes, verifying client identities through proprietary and third-party data [5]. - The software continuously monitors active clients for evolving risk factors, alerting risk professionals to potential issues and centralizing records for easy access [6]. Group 4: Strategic Impact - The partnership with Intapp is expected to transform Gadens' risk and governance framework, positioning the firm for long-term growth and operational excellence while simplifying AML and CTF compliance processes [7].

Summary of Intapp (INTA) Update / Briefing June 12, 2025 Company Overview - **Intapp** is a leading global provider of cloud-based industry-specific solutions for professional and financial services firms, focusing on the private capital sector [4][5] - The company serves over **2,650 clients** worldwide, with more than **1,700** from the financial services industry [4] - **DealCloud** is described as an AI-powered platform designed for the complex needs of partner-led financial services firms, functioning as a centralized hub for relationship and business intelligence [4][5] Core Discussion Points Origination in Private Capital Markets - **Origination** is identified as the lifeblood of growth in private capital markets, crucial during fundraising, investing, and exiting phases [10][11] - The fundraising phase involves identifying and engaging investors, with a trend towards consolidation where larger firms gain market share [12] - After capital is raised, deal teams must source between **8 to 15 deals** per fund, necessitating a disciplined approach to deal origination [13][14] - The exit phase focuses on maximizing returns, with current trends showing muted IPO activity and increased strategic buyer exits [16][18] Importance of AI in Origination - AI-powered origination can optimize processes across the investment cycle, leading to larger funds, shorter fundraising cycles, and better deal identification [21][22] - The use of AI helps reduce cognitive burdens on investment professionals, allowing them to focus on data analysis rather than data mining [23] - Relationships in private capital markets are critical, and systematic tracking of these relationships can minimize dependency risks and enhance collaboration [24][26] Market Context - The private capital market is at an inflection point, with increasing competition and a flight to quality among investors [28][29] - The operational complexity of large firms is growing, necessitating efficient fundraising and capital deployment strategies [30] - Technological advancements, particularly in AI, are transforming the landscape, providing commercial value propositions to private capital firms [30][31] Additional Insights - The origination product integrates proprietary data with public data and partner data, enhancing deal sourcing capabilities [33][58] - Recent trends indicate a shift towards roll-ups in various industries, including accounting, which presents new investment opportunities [35] - The dataset used for origination is not limited to the US; it includes data from Europe and Asia as well [50] Future Directions - The origination functionality has already been launched and is available to clients with Intapp Assist [64] - Plans to expand the use cases of origination beyond deal sourcing to include investment banking outreach and other phases of the investment cycle are in place [52][65] - The company emphasizes the importance of adopting AI to future-proof against competition and enhance operational efficiency [66][70] Conclusion - The discussion highlighted the transformative potential of AI in private capital markets, focusing on maximizing returns and minimizing risks through innovative solutions [72][74] - The webinar concluded with a positive outlook on the intersection of private capital and AI, emphasizing the ongoing evolution in the sector [74]

Group 1 - Intapp (NASDAQ: INTA) operates in the vertical SaaS space, which has a more limited total addressable market compared to broader horizontal SaaS platforms [1] - The customer base of Intapp is niche but may be more sensitive to macroeconomic slowdowns, particularly in discretionary spending [1]

Summary of Intapp (INTA) Conference Call Company Overview - **Company**: Intapp (INTA) - **Industry**: Vertical software for professional services and financial services - **Market Focus**: Large law firms, accounting firms, consulting firms, investment banks, private capital firms, and real asset investors, which represent about 3% of the global economy [3][4] Core Business Model - **Business Model**: Operates in a partnership structure, emphasizing trust and confidentiality, which necessitates specialized software solutions [4][5] - **Product Lines**: - Business development management - Collaborative work execution - Work-to-cash solutions for payment and profit distribution - Compliance suite for navigating regulatory obligations [5][6] Market Demand and Opportunities - **Demand Environment**: The professional and financial services markets are stable and resilient, even during economic downturns [16][17] - **Client Focus**: Over 70% of the serviceable available market (SAM) comes from the top 2,000 clients, leading to a strategic focus on these clients [14][15] - **Diversification**: Firms within these markets often shift focus between service lines based on market conditions, providing inherent diversification [18][19] AI and Technology Integration - **Vertical vs. Horizontal AI**: Vertical AI is tailored to specific industry needs, focusing on proprietary data and compliance, unlike generic horizontal AI solutions [22][26] - **AI Adoption Challenges**: Initial generative AI tools faced skepticism due to data privacy concerns and lack of integration into existing workflows [27][28] - **Innovative Solutions**: Intapp is embedding AI into its applications to enhance user experience and compliance, such as time tracking and conflict of interest checks [32][34] Partnership with Microsoft - **Collaboration**: A three-year partnership with Microsoft focuses on co-innovation and integration of Intapp products into Microsoft’s ecosystem, enhancing client offerings [38][39] - **Market Advantage**: Clients can leverage Microsoft Azure commitments to offset costs of Intapp products, creating a competitive edge [43] Recent Developments and Product Announcements - **Amplify Event**: Announced new AI-driven products, including Assist SmartTags for extracting insights from conversations and Assist Origination for sourcing new opportunities [44][46][51] - **Product Differentiation**: Intapp's industry graph data model provides a unique advantage in understanding client needs and market dynamics, which horizontal vendors may struggle to replicate [60][62] Financial Outlook and Strategy - **Growth vs. Profitability**: The company maintains a balance between growth and profitability, emphasizing judicious investment and operational efficiency [64][65] - **Long-term Model**: Intapp is optimistic about its growth trajectory and the potential returns from its AI products, indicating a commitment to continued investment [66]

Intapp (INTA) closed the last trading session at $55.04, gaining 1.4% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $71 indicates a 29% upside potential.The average comprises eight short-term price targets ranging from a low of $60 to a high of $83, with a standard deviation of $7.95. While the lowest estimate indicates an increase of 9% from the current price level, the most opt ...

Investor presentation May 2025 © 2025 Intapp. All rights reserved. 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, director, employee, agent or advisor of Intapp. This presentation does not purport to be all-inclusive or to contain all of the information you may des ...