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]

Core Insights - Intapp (INTA) reported quarterly earnings of $0.21 per share, exceeding the Zacks Consensus Estimate of $0.17 per share, and showing an increase from $0.11 per share a year ago, resulting in an earnings surprise of 23.53% [1][2] - The company achieved revenues of $121.21 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 0.05% and increasing from $103.93 million year-over-year [2] - Intapp has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The future performance of Intapp's stock will largely depend on management's commentary during the earnings call and the sustainability of its immediate price movement based on recent earnings and future expectations [3][4] - Current consensus EPS estimate for the upcoming quarter is $0.19 on revenues of $126.36 million, and for the current fiscal year, it is $0.76 on revenues of $497.54 million [7] Industry Context - The Internet - Software industry, to which Intapp belongs, is currently ranked in the top 27% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]