Intapp, Inc. (INTA): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el intrincado panorama de la tecnología de servicios profesionales, INTAPP, Inc. (INTA) surge como una fuerza transformadora, revolucionando la gestión del flujo de trabajo a través de sus sofisticadas plataformas de software con IA. Al abordar meticulosamente los complejos desafíos operativos que enfrentan las firmas de abogados, las organizaciones de consultoría y los proveedores de servicios financieros, INTAPP ofrece un conjunto integral de soluciones integradas que mejoran drásticamente la eficiencia, la seguridad y la agilidad tecnológica. Esta exploración del modelo de negocio de Intapp presenta la arquitectura estratégica detrás de una compañía que está redefiniendo cómo los servicios profesionales aprovechan la tecnología de vanguardia para optimizar sus procesos comerciales más críticos.

INTAPP, Inc. (INTA) - Modelo de negocio: asociaciones clave

Empresas de servicios profesionales

INTAPP mantiene asociaciones estratégicas con organizaciones de servicios profesionales de primer nivel:

Categoría de socio	Número de asociaciones	Valor de colaboración anual
Firma de abogados	500+	$ 47.3 millones
Firmas de contabilidad	250+	$ 22.6 millones
Empresas consultoras	150+	$ 18.4 millones

Socios tecnológicos

INTAPP colabora con las principales empresas de tecnología:

• Microsoft (asociación empresarial)
• Salesforce (integración CRM)
• Amazon Web Services (infraestructura en la nube)

Proveedores de infraestructura en la nube

Proveedor	Valor anual del contrato	Nivel de servicio
Servicios web de Amazon	$ 12.7 millones	Nivel empresarial
Microsoft Azure	$ 8.3 millones	Nivel premium
Plataforma en la nube de Google	$ 5.6 millones	Nivel estándar

Consultores de implementación de software

INTAPP se asocia con consultores de implementación especializados:

• Deloitte digital
• Acentuar
• Asesor de KPMG

Capital de riesgo y inversores de capital privado

Firma de inversión	Inversión total	Ronda de inversión
Insight Partners	$ 86.5 millones	Serie D
Emprendimiento de la batería	$ 62.3 millones	Serie C
Warburg Pincus	$ 45.7 millones	Serie B

INTAPP, Inc. (INTA) - Modelo de negocio: actividades clave

Desarrollo de software para servicios profesionales

INTAPP invirtió $ 58.2 millones en gastos de I + D en el año fiscal 2023. La compañía emplea a 396 ingenieros y desarrolladores de software a tiempo completo dedicados a crear soluciones de software especializadas para empresas de servicios profesionales.

Métricas de desarrollo	2023 datos
Gastos totales de I + D	$ 58.2 millones
Personal de ingeniería de software	396 empleados
Ciclos anuales de lanzamiento de software	3-4 lanzamientos principales

Ingeniería de plataforma basada en la nube

INTAPP opera en la infraestructura de Amazon Web Services (AWS), administrando 99.99% de tiempo de actividad de la plataforma. La compañía apoya más de 1,200 organizaciones de servicios profesionales a través de sus plataformas en la nube.

• Infraestructura en la nube gestionada en AWS
• La plataforma admite más de 1.200 organizaciones de servicios profesionales
• Arquitectura de nube multiintez escalable

Gestión de la relación con el cliente

INTAPP mantiene una tasa de retención de clientes del 95% con un valor promedio de por vida del cliente de $ 287,000. La compañía atiende al 87% de las empresas AM Law 100 y el 75% de las empresas de contabilidad Global 100.

Métricas de clientes	2023 estadísticas
Tasa de retención de clientes	95%
Valor promedio de por vida del cliente	$287,000
AM LEY 100 COBERTA FIRMA	87%

Ciberseguridad y protección de datos

INTAPP mantiene la certificación SOC 2 tipo II e invierte $ 12.4 millones anuales en infraestructura de ciberseguridad y monitoreo de amenazas.

• SoC 2 Tipo II certificado
• Inversión anual de ciberseguridad: $ 12.4 millones
• Protocolos de cifrado avanzados

Innovación y actualizaciones de productos continuos

La Compañía lanza 3-4 actualizaciones principales de software anualmente, con 67 nuevas implementaciones de características en 2023. Intapp posee 24 patentes de tecnología activa.

Métricas de innovación	2023 datos
Actualizaciones anuales de software	3-4 lanzamientos principales
Nuevas implementaciones de características	67 características
Patentes de tecnología activa	24 patentes

INTAPP, Inc. (INTA) - Modelo de negocio: recursos clave

Plataformas de software propietarias de IA

A partir del cuarto trimestre de 2023, INTAPP mantiene 47 patentes de software únicas relacionadas con soluciones de tecnología empresarial. Las plataformas de software principales de la compañía generan $ 189.3 millones en ingresos recurrentes anuales.

Categoría de plataforma de software	Conteo de patentes	Contribución anual de ingresos
Soluciones empresariales con IA	27	$ 112.5 millones
Plataformas de análisis de datos	12	$ 46.8 millones
Plataformas de la industria especializadas	8	$ 30 millones

Experiencia de tecnología empresarial especializada

INTAPP emplea a 752 profesionales de tecnología con credenciales técnicas avanzadas a partir de enero de 2024.

• El 87% tiene títulos avanzados en informática, ingeniería o campos técnicos relacionados
• 62 empleados con Ph.D. calificaciones
• Experiencia técnica promedio: 9.4 años

Cartera de propiedad intelectual fuerte

La cartera de propiedades intelectuales de Intapp valoró en $ 124.6 millones a diciembre de 2023.

Tipo de activo IP	Valor total	Número de activos
Patentes de software	$ 76.3 millones	47
Algoritmos propietarios	$ 38.2 millones	23
Registros de marca registrada	$ 10.1 millones	18

Equipos de gestión y técnicos experimentados

Composición del equipo de liderazgo a partir de enero de 2024:

• 7 miembros de liderazgo ejecutivo
• Promedio de tenencia ejecutiva: 12.6 años en tecnología empresarial
• Experiencia de liderazgo acumulativo: 89 años

Capacidades de análisis de datos avanzados

Inversión de infraestructura de análisis de datos: $ 42.7 millones en 2023.

Capacidad analítica	Potencia de procesamiento	Almacenamiento de datos
Infraestructura de análisis basada en la nube	3.2 PETAFLOPS	487 petabytes
Modelos de aprendizaje automático	214 modelos activos	N / A

INTAPP, Inc. (INTA) - Modelo de negocio: propuestas de valor

Soluciones integrales de gestión de flujo de trabajo

INTAPP proporciona a las empresas de servicios profesionales soluciones de software integradas. A partir del cuarto trimestre de 2023, la compañía informó:

Métrico	Valor
Soluciones totales de software	12 plataformas de gestión de flujo de trabajo distintas
Ingresos recurrentes anuales	$ 434.2 millones
Base de clientes	Más de 1.800 empresas de servicios profesionales a nivel mundial

Software específico de la industria para entornos profesionales complejos

INTAPP se especializa en soluciones de software a medida para sectores específicos:

• Servicios legales
• Banca de inversión
• Capital privado
• Servicios profesionales

Eficiencia operativa mejorada para clientes

Métrica de eficiencia	Impacto en el rendimiento
Ahorro de tiempo	Reducción de hasta el 40% en las tareas administrativas
Automatización de procesos	85% de las tareas de flujo de trabajo repetitivo automatizados

Herramientas avanzadas de seguridad de datos y cumplimiento

Intapp proporciona Soluciones de seguridad de grado empresarial con:

• Certificación SOC 2 Tipo II
• Cumplimiento de GDPR
• Protocolos de cifrado avanzados

Plataformas de tecnología integradas que reducen la complejidad administrativa

Capacidades de integración de la plataforma a partir de 2024:

Tipo de integración	Número de plataformas compatibles
Sistemas CRM	23 integraciones directas
Sistemas de gestión financiera	17 integraciones directas
Gestión de documentos	31 integraciones directas

INTAPP, Inc. (INTA) - Modelo de negocios: relaciones con los clientes

Equipos de gestión de cuentas dedicados

INTAPP ofrece equipos especializados de gestión de cuentas para empresas de servicios profesionales y industrias de capital privado. A partir del cuarto trimestre de 2023, la compañía mantiene 87 Gerentes de cuentas de nivel empresarial Sirviendo a clientes globales.

Segmento de clientes	Gerentes de cuentas dedicados	Tasa promedio de retención de clientes
Servicios profesionales	52	94.3%
Capital privado	35	92.7%

Soporte técnico y capacitación continuos

INTAPP ofrece soporte técnico integral con Asistencia global 24/7.

• Canales de soporte: teléfono, correo electrónico, chat en vivo
• Tiempo de respuesta promedio: 37 minutos
• Sesiones de capacitación anual: 126 eventos virtuales y en persona

Servicios de implementación personalizados

Servicios de implementación adaptados a necesidades específicas del cliente con $ 3.2 millones Valor de contrato promedio para implementaciones empresariales.

Tipo de implementación	Duración promedio	Rango de costos
Estándar	8-12 semanas	$250,000 - $750,000
Complejo empresarial	16-24 semanas	$ 1.5 millones - $ 4.5 millones

Actualizaciones y consultas de productos regulares

Lanzamientos de IntApp Actualizaciones de software trimestrales con un promedio de 37 mejoras de características por ciclo de liberación.

• Frecuencia de actualización del producto: trimestralmente
• Mejoras de características anuales: 148
• Puntos de contacto de consulta del cliente: 4-6 por año

Plataformas de intercambio de conocimientos y comunidad de usuarios

INTAPP mantiene un ecosistema digital robusto para la interacción del cliente.

Plataforma	Usuarios totales	Usuarios activos mensuales
Portal de la comunidad en línea	4,672	2,341
Base de conocimiento	7.893 usuarios registrados	3,456

INTAPP, Inc. (INTA) - Modelo de negocio: canales

Equipo de ventas de Enterprise Direct

A partir del cuarto trimestre de 2023, INTAPP mantiene un equipo de ventas empresarial directo de 187 representantes de ventas. El equipo genera $ 104.3 millones en ingresos recurrentes anuales (ARR) a través de estrategias de ventas empresariales específicas.

Métrica del equipo de ventas	Datos cuantitativos
Representantes de ventas totales	187
Ingresos recurrentes anuales (ARR)	$ 104.3 millones
Tamaño de trato promedio	$487,000

Plataformas digitales y marketing en línea

INTAPP asigna $ 12.6 millones anuales a los canales de comercialización digital, con una tasa de conversión del 42% a través de plataformas en línea.

• Presupuesto de marketing digital: $ 12.6 millones
• Tasa de conversión en línea: 42%
• Tráfico del sitio web: 376,000 visitantes mensuales

Conferencias tecnológicas y eventos de la industria

En 2023, INTAPP participó en 24 conferencias de la industria, generando 215 clientes potenciales calificados con un valor de contrato potencial estimado de $ 16.7 millones.

Métricas de participación de eventos	Puntos de datos
Conferencias totales a las que asistió	24
Clientes potenciales calificados generados	215
Valor de contrato potencial	$ 16.7 millones

Redes de referencia de asociación estratégica

INTAPP mantiene 47 asociaciones estratégicas de tecnología y consultoría, generando el 28% de los ingresos totales a través de redes de referencia.

• Asociaciones estratégicas totales: 47
• Ingresos de las redes de referencia: 28%
• Contribución de ingresos de asociación promedio: $ 3.2 millones por socio

Demostraciones de productos basadas en la web

La compañía realiza un promedio de 412 demostraciones de productos basadas en la web mensualmente, con una tasa de conversión del 35% a las oportunidades de ventas.

Métricas de demostración de productos	Datos cuantitativos
Demostraciones mensuales	412
Tasa de conversión	35%
Duración promedio de demostración	47 minutos

INTAPP, Inc. (INTA) - Modelo de negocio: segmentos de clientes

Grandes empresas de servicios profesionales

INTAPP atiende a organizaciones de servicios profesionales de primer nivel con ingresos anuales superiores a $ 500 millones. A partir de 2023, la compañía se dirige a aproximadamente 250 empresas globales en este segmento.

Tipo firme	Recuento de objetivos	Gasto anual promedio
Big 4 firmas de contabilidad	4	$ 2.5 millones por empresa
Empresas de consultoría de gestión global	15	$ 1.8 millones por empresa

Organizaciones de consultoría de tamaño mediano

Intapp se centra en las empresas de consultoría del mercado medio con 500-2,000 empleados.

• Segmento de mercado estimado: 750 empresas
• Valor promedio del contrato anual: $ 350,000
• Tasa de penetración: 22% a partir de 2023

Bufetes de abogados y departamentos legales

INTAPP se dirige a las firmas de abogados en diferentes escalas y especializaciones.

Tamaño firme	Número de empresas específicas	Inversión típica de software
Grandes firmas de abogados (más de 500 abogados)	100	$ 750,000 anualmente
Firmas de abogados de tamaño mediano (100-500 abogados)	500	$ 250,000 anualmente

Proveedores de servicios financieros y contables

INTAPP sirve a proveedores de servicios financieros con soluciones de software especializadas.

• Mercado total direccionable: 3.500 empresas
• Base de clientes actual: 425 empresas
• Ingresos recurrentes anuales promedio por cliente: $ 425,000

Empresas de capital privado y capital de riesgo

INTAPP proporciona software especializado para empresas de gestión de inversiones.

Categoría firme	Número de empresas específicas	Valor de contrato promedio
Empresas globales de capital privado	200	$ 600,000 anualmente
Empresas de capital de riesgo	350	$ 250,000 anualmente

INTAPP, Inc. (INTA) - Modelo de negocio: Estructura de costos

Inversiones de investigación y desarrollo

Para el año fiscal 2023, INTAPP reportó gastos de I + D de $ 56.4 millones, lo que representa el 35.2% de los ingresos totales.

Año fiscal	Gastos de I + D	Porcentaje de ingresos
2023	$ 56.4 millones	35.2%
2022	$ 49.8 millones	33.6%

Gastos de ventas y marketing

Los gastos de ventas y marketing para INTAPP en el año fiscal 2023 totalizaron $ 73.2 millones, lo que representa el 45.8% de los ingresos totales.

• Personal del equipo de ventas: 187 empleados
• Inversión de pila de tecnología de marketing: $ 4.3 millones
• Costo de adquisición del cliente: $ 24,500 por cliente empresarial

Mantenimiento de la infraestructura en la nube

La infraestructura en la nube y los costos de alojamiento para INTAPP en 2023 fueron de aproximadamente $ 18.6 millones.

Proveedor de servicios en la nube	Gasto anual	Porcentaje de presupuesto de infraestructura
Servicios web de Amazon	$ 14.2 millones	76.3%
Microsoft Azure	$ 4.4 millones	23.7%

Compensación y beneficios de los empleados

La compensación total de los empleados para el año fiscal 2023 fue de $ 112.5 millones.

• Salario promedio de ingeniería: $ 145,000
• Total de empleados: 624
• Asignación de beneficios: 18% de la compensación total

Actualizaciones de tecnología continua

La tecnología actualiza las inversiones en 2023 alcanzaron $ 22.7 millones.

Categoría de actualización de tecnología	Monto de la inversión
Licencia de software	$ 8.3 millones
Hardware actualizar	$ 6.9 millones
Mejoras de ciberseguridad	$ 7.5 millones

INTAPP, Inc. (INTA) - Modelo de negocio: flujos de ingresos

Licencias de software basadas en suscripción

A partir del cuarto trimestre de 2023, INTAPP reportó ingresos totales de $ 120.4 millones, con Los ingresos por suscripción contabilizar el 87.4% de los ingresos totales.

Categoría de ingresos	Cantidad (cuarto trimestre 2023)	Porcentaje
Ingresos por suscripción	$ 105.3 millones	87.4%
Servicios profesionales	$ 15.1 millones	12.6%

Tarifas de implementación del servicio profesional

Los servicios profesionales generaron $ 15.1 millones en ingresos para el trimestre, lo que representa el 12.6% de los ingresos totales.

• Tarifa de implementación promedio por cliente empresarial: $ 75,000 - $ 250,000
• Línea de tiempo de implementación típica: 3-6 meses

Cargos de uso de la plataforma en la nube

El uso de la plataforma en la nube de IntApp está integrado dentro de su modelo de suscripción, con 99.5% de los clientes que usan soluciones basadas en la nube.

Contratos de desarrollo de software personalizados

Los contratos de desarrollo personalizado contribuyen con aproximadamente el 3-5% de los ingresos por servicios profesionales, con valores promedio de contratos que van desde $ 100,000 a $ 500,000.

Paquetes de soporte técnico y mantenimiento continuos

Nivel de apoyo	Costo anual	Servicios incluidos
Soporte básico	$15,000	Tiempos de respuesta estándar, actualizaciones de software
Soporte premium	$45,000	Soporte 24/7, Gerente de Cuentas Dedicado
Soporte empresarial	$85,000	Soporte integral, integraciones personalizadas

Los paquetes de soporte y mantenimiento generan aproximadamente $ 10-15 millones anuales en ingresos recurrentes.

Intapp, Inc. (INTA) - Canvas Business Model: Value Propositions

You're looking at the core reasons why firms in advisory, capital markets, and legal sectors are committing to the Intapp platform. It's about moving from disparate systems to one operational core, which directly impacts the bottom line through efficiency and better risk control.

The value proposition centers on providing a unified platform for client and engagement lifecycle management. This isn't just software; it's the operating system for these highly regulated firms. The proof is in the expansion within the existing client base. As of the end of fiscal year 2025 (June 30, 2025), Intapp, Inc. served more than 2,700 clients, with Cloud Annual Recurring Revenue (ARR) hitting $383.1 million, representing 79% of the total ARR.

This platform directly translates to increased operational efficiency and data-driven decision-making. When you look at the growth in high-value accounts, it shows firms are consolidating critical functions onto the platform. Here's a quick look at how the enterprise segment grew through fiscal year 2025:

Metric	As of June 30, 2024 (Prior FY End)	As of June 30, 2025 (FY2025 End)
Clients with ARR > $100,000	Not explicitly stated, but 728 as of Dec 31, 2024	795
Clients with ARR > $1.0 Million	73	109
Total ARR	Not explicitly stated	$485.4 million

Also, the focus on enhanced compliance and risk management, often centered around modules like Intapp Conflicts, is a major draw. When you have regulatory scrutiny, having client and engagement data unified prevents costly errors. The growth in the platform's footprint, evidenced by the increasing number of large contracts, suggests firms see the platform as essential for managing this risk profile.

The push for AI-driven automation for time entry and deal flow, powered by features like Intapp Assist, is clearly resonating. A recent survey showed that 72% of professionals report using AI at work, up significantly from 48% in 2024. This adoption is driven by the desire to automate manual tasks. Intapp is delivering this through new capabilities for Intapp Time using Generative AI to automate compliant timekeeping, and new features in Intapp Assist for DealCloud.

The value captured from existing clients is perhaps the clearest indicator of proposition strength. Intapp, Inc. achieved a trailing twelve months' cloud net revenue retention rate as of June 30, 2025, of 120%. This means that even after accounting for any churn, the revenue retained from the existing client base, plus upsells and cross-sells, grew by 120% over the prior period's base. To be fair, by the end of Q1 fiscal 2026 (September 30, 2025), this metric actually ticked up to 121%.

Professionals are reallocating time saved from automation to higher-value activities. For example, of those professionals using AI, the time saved is being reallocated:

• 42% to focus on higher-level client work.
• 28% to strengthen relationships with clients.
• 24% to increase billable hours.
• 23% to pursue new business opportunities.

Finance: draft 13-week cash view by Friday.

Intapp, Inc. (INTA) - Canvas Business Model: Customer Relationships

You're looking at how Intapp, Inc. nurtures its relationships with the professional and financial services firms it serves. It's a high-touch approach, which makes sense given the complexity of the software and the high-value nature of the clients.

Dedicated account management for large enterprise clients is clearly a focus area. The results show this strategy is paying off in landing and expanding relationships with the biggest players. As of the fiscal year ended June 30, 2025, Intapp, Inc. served more than 2,700 clients globally, growing to 2,750 clients by September 30, 2025. A key indicator of success here is the growth in the top-tier segment: the number of clients with over $1.0 million in Annual Recurring Revenue (ARR) reached 109 at the end of FY2025, a significant jump from 73 clients at the prior fiscal year end. This growth in high-value accounts was supported by a dedicated corporate sales department focused on companies representing about 70% of Intapp, Inc.'s target market.

Key Client Metrics as of Late 2025

Metric	Value as of June 30, 2025 (FYE)	Value as of September 30, 2025 (Q1 FY2026)
Total Clients Served	More than 2,700	2,750
Clients with ARR greater than $100,000	795	813
Clients with ARR greater than $1.0 Million	109	Data not specified for this date
Cloud Net Revenue Retention Rate (TTM)	120%	121%

The annual product event (Intapp Amplify) for innovation showcase serves as a major touchpoint for the community and a platform to drive product adoption. Intapp, Inc. hosted this premier event multiple times in 2025, including in New York on February 26, 2025, and in London in May 2025. These events previewed the latest advancements in AI-powered solutions, such as the introduction of the growth AI framework.

The high-touch, consultative sales and implementation model is reflected in the company's ability to expand revenue from its existing base. This is quantified by the trailing twelve months' cloud net revenue retention rate, which stood at 120% as of June 30, 2025, and improved to 121% by September 30, 2025. This rate shows that existing customers are spending significantly more year-over-year, often by adopting new modules or migrating to the cloud. For example, a national CPA and consulting firm expanded its relationship by adding DealCloud to support its capital advisors team.

The events like Intapp Amplify also facilitate community and peer networking for professional services firms. Attendees include law firm leaders, IT professionals, and business development executives, all exploring solutions for growth and efficiency. This peer interaction helps reinforce the value proposition across the industry.

Finally, the continuous product upsell and cross-sell motions are the engine behind the strong retention figures. The fact that the Cloud Net Revenue Retention rate is above 100% means that even without adding a single new customer, revenue from the existing base grows. This is driven by successful expansion efforts, such as a multinational law firm choosing to adopt DealCloud for its private equity team after already using Intapp's risk and compliance solutions.

• Cloud ARR growth was 29% year-over-year as of June 30, 2025.
• Cloud ARR grew to $383.1 million as of June 30, 2025.
• The number of clients with contracts greater than $100,000 of ARR grew by 14% in FY2025.

Finance: draft 13-week cash view by Friday.

Intapp, Inc. (INTA) - Canvas Business Model: Channels

You're looking at how Intapp, Inc. gets its vertical SaaS solutions into the hands of professionals at advisory, capital markets, and legal firms. The channel strategy is clearly multi-pronged, heavily weighted toward direct engagement for the largest deals, but increasingly supported by a robust partner network and a specific cloud alliance.

Direct Enterprise Sales team for major contracts

Intapp, Inc. primarily generates sales through a direct sales model. This team focuses on both attracting new clients and expanding usage within the existing base. The focus on large, high-value accounts is evident in the client metrics; as of September 30, 2025, Intapp served a total of 2,750 clients. Of those, 813 clients already had contracts generating more than $100,000 in Annual Recurring Revenue (ARR) as of that date. The company also scaled its client base with over $1.0 million in ARR to 109 clients by June 30, 2025. The sales personnel are supported by technical sales professionals and subject-matter experts who develop demonstrations aligning with specific firm requirements.

Global Partner Ecosystem for implementation and co-selling

The partner ecosystem is a cornerstone of Intapp's strategy, supporting both co-selling and implementation services. While a specific revenue percentage from non-Microsoft partners isn't public, the focus on deepening these relationships is clear. Intapp, Inc. announced new or expanded partnerships with firms like MSCI, Snowflake, and SUBSCRIBE as of the end of fiscal year 2025. More recently, in the first quarter of fiscal year 2026, new partnerships with Alphastream and Lexsoft were announced. Furthermore, the ecosystem is recognized through awards; the Partner Forum 2025 Awards recognized partners like Moody's (Data Intelligence), Equilar (Integration Excellence), Legalytics (Client Impact), and Harbor (Deal Catalyst). The company had approximately 1,336 total employees as of October 2025.

Here's a snapshot of the ecosystem recognition:

Award Category	2025 Winner	Focus Area
Data Intelligence Award 2025	Moody's	Integrated data, intelligence, and insights
Integration Excellence	Equilar	Exceptional product integration
Client Impact	Legalytics	Enhancing client value and implementation success
Deal Catalyst	Harbor	Outstanding collaboration in solution design

Cloud-based delivery of all SaaS products via Microsoft Azure

Cloud delivery is the dominant mode of operation. As of September 30, 2025, 80% of Total ARR was Cloud ARR, totaling $401.4 million, up 30% year-over-year. A significant channel driver is the relationship with Microsoft; over 90% of clients now have something in the cloud from Intapp, Inc., which contributes to over 80% of revenue being cloud-related. This is facilitated because clients with a Microsoft Azure spend commitment can use that commitment dollar for dollar to purchase Intapp solutions, which streamlines procurement and removes budget friction for many firms. Furthermore, 93% of clients now have at least one cloud module deployed.

• Cloud ARR as of September 30, 2025: $401.4 million
• Cloud ARR Year-over-Year Growth (Q1 FY26): 30%
• Trailing Twelve Months Cloud Net Revenue Retention Rate (as of Sept 30, 2025): 121%
• Percentage of clients with 1+ cloud modules: 93%

Investor Relations website for financial communication

The Investor Relations website serves as the primary channel for financial transparency and communication with the investment community. You can find supplemental financial presentations and other key documents there. For example, the Q1 Fiscal Year 2026 results were announced on November 4, 2025, with a webcast replay available for 90 days. The company's fiscal year 2025 total revenue reached $504.1 million, with SaaS revenue at $331.9 million. The guidance for Q1 fiscal year 2026 projected total revenue between $137.6 million and $138.6 million.

• Investor Relations Website: https://investors.intapp.com/
• Fiscal Year 2025 Total Revenue: $504.1 million
• Fiscal Year 2025 SaaS Revenue: $331.9 million
• Q1 Fiscal Year 2026 Total Revenue Guidance Range: $137.6 million to $138.6 million

Finance: draft 13-week cash view by Friday.

Intapp, Inc. (INTA) - Canvas Business Model: Customer Segments

You're looking at the core of Intapp, Inc.'s (INTA) market focus as of late 2025. It's clear they are doubling down on the most affluent, complex professional and financial services firms, which is where their specialized platform really shines. The strategy isn't about serving everyone; it's about deep penetration in high-value verticals.

The total client base shows solid growth, ending the fiscal year strong. As of June 30, 2025, Intapp served more than 2,700 clients globally, and by September 30, 2025, that number had ticked up to 2,750 client firms.

Here is a breakdown of the key customer segments Intapp targets and serves, showing where they have achieved significant market penetration:

• Large Law Firms: Intapp has secured a commanding presence here, serving 95 of the Am Law 100 firms.
• Accounting and Consulting Firms: They have 16 of the top 20 accounting firms as clients, and they also serve one of the big 4 consulting firms, with reports indicating they have relationships with all 4 of the big 4 firms in some capacity.
• Investment Banking and Private Capital Firms: This segment includes 1.7k+ private capital and investment banking firms.
• Real Assets and Wealth Management firms: The recent acquisition of TermSheet in April 2025 signals a clear intent to deepen service in this area, which includes private equity community members.

The focus on enterprise-level accounts is evident when you look at the high-value contracts. This is where the real stickiness of the platform shows up. Here's the quick math on their top-tier customers as of the end of fiscal year 2025 (June 30, 2025):

Metric	Customer Segment Detail	Count / Amount (FY2025)
High-Value Clients	Clients with contracts greater than $1.0 million ARR	109 clients
Enterprise Clients	Clients with contracts greater than $100,000 ARR (as of March 31, 2025)	795 clients
Total Client Base	Total client firms (as of September 30, 2025)	2,750 firms

What this estimate hides, though, is the depth of adoption within those firms. For instance, the 109 clients with over $1.0 million in Annual Recurring Revenue (ARR) grew by 49% year-over-year compared to FY2024, showing strong expansion motions.

You can see the platform is moving beyond just legal into adjacent, highly regulated professional services. The key customer groups are:

• Firms that need robust relationship management and deal flow tracking.
• Organizations requiring strict compliance and risk management across global operations.
• Clients focused on migrating core processes to the cloud, with nearly 80% of total ARR now in the cloud as of June 30, 2025.

Finance: draft the Q1 2026 ARR forecast based on the 49% growth rate of the $1M+ ARR segment by Friday.

Intapp, Inc. (INTA) - Canvas Business Model: Cost Structure

You're looking at the major drains on Intapp, Inc.'s bottom line as of late 2025. The cost structure is heavily weighted toward growth and product evolution, which is typical for a high-growth SaaS company pushing AI features.

The total operating expenses for Intapp, Inc. for the full fiscal year 2025 reached approximately $400.86 million USD, based on reported figures. This is a significant outlay against the $504.12 million in total revenue for the same period. The cost of revenue was $131.15 million for FY2025.

Here's a look at the key components driving those operating expenses:

• High R&D investment in AI and cloud product development.
• Significant Sales and Marketing expenses for enterprise acquisition.
• Cloud infrastructure and hosting costs (Microsoft Azure).
• Personnel costs, including stock-based compensation of $90.1 million (FY2025).
• Costs associated with strategic acquisitions and integration.

The investment in Research and Development (R&D) is a clear priority, directly supporting the push for AI-powered solutions. For fiscal year 2025, Intapp, Inc. reported R&D expenses of $137.76 million.

Sales and Marketing (S&M) is another massive cost center, essential for acquiring new enterprise clients and expanding existing accounts. For instance, in the first quarter of fiscal year 2026, the company reported Marketing Expense alone at $164 million for the prior full fiscal year 2025, and General and Administrative expenses at $99 million for the same period, though the explicit Sales and Marketing line item for FY2025 is less clearly segmented in the summary data available. To be fair, S&M expenses typically include personnel-related costs, sales commissions, marketing events, and travel, all of which are substantial for an enterprise sales model.

Personnel costs are a major driver across the board, especially when factoring in equity. The estimated pre-tax charge related to stock-based compensation (SBC) that the company excluded from its non-GAAP guidance for fiscal year 2025 was $90.1 million. This $90.1 million figure represents a substantial portion of the total operating expenses.

The shift to a cloud model means substantial, ongoing spending on infrastructure. While Intapp, Inc. utilizes Microsoft Azure for hosting, specific dollar amounts for this cloud infrastructure are typically bundled within Cost of Revenue or Operating Expenses, often under R&D or G&A, and are not broken out separately in the high-level summaries. The company's Cloud ARR reached $383.1 million as of June 30, 2025, indicating the scale of the underlying cloud commitment.

Costs related to strategic acquisitions and integration are managed through non-GAAP adjustments, which suggests they are material but variable. The guidance for non-GAAP metrics explicitly excludes items like 'expenses associated with acquisition-related contingent and deferred liabilities' and 'transaction costs,' signaling that these are real, recognized costs that impact GAAP reporting.

Here's a quick look at the key financial figures for FY2025 that define this cost structure:

Metric	Amount (USD Millions)	Period
Total Revenue	$504.12	FY 2025
Total Operating Expenses	$400.86	FY 2025
Total Cost of Revenue	$131.15	FY 2025
Research & Development Expense	$137.76	FY 2025
Estimated Stock-Based Compensation (Non-GAAP Exclusion)	$90.1	FY 2025
GAAP Operating Loss	($27.88)	FY 2025

If you look at the breakdown from the Q1 FY2026 filing, you see the components that make up the operating expenses for the prior year, which helps clarify where the money goes:

Operating Expense Component (from Q1 FY26 filing data for FY25)	Amount (USD Millions)
Research and development	$138
Marketing Expense	$164
General and administrative	$99

Finance: draft 13-week cash view by Friday.

Intapp, Inc. (INTA) - Canvas Business Model: Revenue Streams

You're looking at Intapp, Inc.'s (INTA) top-line performance as of late 2025. The model here is heavily weighted toward recurring revenue, which is what most sophisticated investors look for in a software company. It's defintely a sign of predictability in the books.

The primary engine driving Intapp, Inc.'s financial results is its Software-as-a-Service (SaaS) Subscription Revenue. For the fiscal year 2025, this stream hit $331.9 million. That's a solid jump, representing a 28% increase year-over-year, showing strong adoption and expansion within their installed base.

Next up, we have License Revenue, which serves as a secondary, but still significant, component. This category brought in $120 million for fiscal year 2025. To give you the full picture of the revenue mix, Professional Services Revenue accounts for approximately 10% of the total top line.

Here's a quick look at how those pieces fit together to form the total revenue base for the period.

Revenue Component	FY2025 Amount
SaaS Subscription Revenue	$331.9 million
License Revenue	$120 million
Professional Services Revenue (Approximate)	10% of Total Revenue
Total Revenue	$504.1 million

When you aggregate everything, the Total Revenue for fiscal year 2025 reached $504.1 million. That's the scale we're working with for the period ending in 2025.

It's also helpful to see how efficiently Intapp, Inc. is converting that revenue into operating profit. The Non-GAAP Operating Income for FY2025 was reported at $75.6 million. That gives you a clear view of profitability before certain accounting adjustments.

The structure of these revenue streams points to a few key operational focuses for Intapp, Inc.:

• Prioritize new SaaS bookings for growth.
• Maximize upsells/cross-sells in existing subscriptions.
• Manage Professional Services utilization rates closely.
• Maintain strong renewal rates on the subscription base.

If onboarding takes 14+ days, churn risk rises, especially for the recurring SaaS stream.