Intapp is a provider of cloud-based software solutions tailored for the professional and financial services sectors. The company empowers firms in private capital, investment banking, legal, accounting, and consulting by offering tools designed to address evolving client, investor, and regulatory demands. With a focus on enhancing operational efficiency and client success, Intapp serves over 1,600 customers worldwide, including a significant number of top global law, accounting, and economic consulting firms. Its Professional Services Platform encompasses the entire client lifecycle, delivering specialized solutions for client development, business acceptance, and client delivery. The majority of Intapp's revenue is generated in the United States, with additional operations in the United Kingdom and other regions.
Termsheet is a platform for real estate investors that brings all the data and dealings in one place.
Paragon Data Labs
Acquisition in 2023
Paragon Data Labs is an innovative RegTech company that specializes in developing cloud-based software solutions aimed at enhancing operational efficiency for financial services firms. Its flagship product, the Compliance Administration and Tracking (CAT) platform, revolutionizes employee compliance by integrating features such as Personal Trading Oversight, Employee Disclosures, and Material Non-Public Information Management. CAT automates monitoring and provides comprehensive firm-wide analysis and visualizations, simplifying compliance for both employers and employees. The platform also includes capabilities for annual attestations, advanced auditing and analytics, proactive monitoring, case management, policy management, and information barrier management, enabling financial firms to eliminate manual workflows and streamline their compliance processes.
Billstream
Acquisition in 2022
Billstream is a automation software.
Repstor
Acquisition in 2021
Repstor is a developer of enterprise content management (ECM) integration software and services that enable organizations to maximize the value of their information assets. The company focuses on enhancing user adoption and ensuring compliance by making ECM deployments more intuitive for end users. By streamlining electronic filing and search processes, Repstor eliminates obstacles associated with document management, allowing employees to store and retrieve digital documents effortlessly. This approach not only fosters a more efficient workspace but also supports organizations in achieving their content management goals effectively.
OnePlace Pte
Acquisition in 2019
OnePlace Pte Ltd is a Singapore-based company founded in 2012, specializing in client lifecycle management solutions for marketing and business development teams in professional services. Operating as a subsidiary of Intapp, Inc. since May 2019, OnePlace offers a comprehensive platform built on the Salesforce framework. The company's solutions are designed to enhance client engagement from initial relationship building to managing strategic key client programs. OnePlace provides tools for planning, executing, and analyzing prospecting campaigns, featuring functionalities such as a proposal generator and referral management, which streamline the bidding process. With intuitive reporting and dashboards, the platform delivers a holistic view of client relationships, enabling proactive management and risk mitigation. Additionally, OnePlace's mobile accessibility allows users to maintain productivity and manage interactions effectively, regardless of their location. The company has established a strong presence in Singapore, Australia, the United States, and the United Kingdom, showcasing its commitment to delivering successful client lifecycle management projects globally.
Gwabbit
Acquisition in 2019
Gwabbit, Inc. is a company that specializes in developing enterprise relationship management (ERM) solutions, including the gwabbit ERM 3.0 and gwabbit Enterprise Server. Founded in 2008 and based in Carmel Valley, California, the company leverages artificial intelligence to automate the creation and maintenance of contact information, enhancing the management of professional relationships. Gwabbit's technology evaluates interactions among employees, clients, and prospects, providing insights into the strength of these relationships. As of April 2019, gwabbit operates as a subsidiary of Intapp, Inc.
DealCloud
Acquisition in 2018
DealCloud, Inc. is a provider of cloud-based deal management and workflow solutions tailored for private equity, growth capital firms, investment banks, and various financial institutions. Founded in 2010 and headquartered in Hoboken, New Jersey, with additional offices in New York, Charlotte, London, and Mumbai, the company offers a comprehensive platform that facilitates business development, deal management, and customer relationship management (CRM). Its services include pipeline management, document retention, portfolio management, deal marketing, and key performance indicator analytics, all designed to enhance the efficiency of dealmakers. DealCloud aims to address inefficiencies in traditional deal sourcing, financing, and due diligence processes by providing a centralized knowledge management system that supports collaboration and improves operational effectiveness across various sectors, including private equity, venture capital, and real estate. As of 2018, DealCloud operates as a subsidiary of Intapp, Inc.
Rekoop
Acquisition in 2016
Rekoop is a global provider of time capture solutions that allows law firms. It also provides cloud-based software solutions for clients within the legal sector offering a range of automated systems for enabling work to be monitored and tracked. The software allows fee earners to record time accurately across a multitude of tasks. It tracks time spent drafting documents, writing and reading emails, receiving and making calls. The mobile GPS solution can also track time spent in meetings or traveling to and from meetings.
The Frayman Group
Acquisition in 2014
The Frayman Group is a provider of enterprise risk management software specifically tailored for law firms. Founded in 2007, the company combines industry expertise with innovative technology to deliver solutions that automate business processes, enhance compliance, and mitigate risks. Its software offerings include tools for conflicts management, information security, and professional compliance, all designed to improve the competitiveness of its clients in the legal sector. By focusing on the unique challenges faced by law firms, The Frayman Group aims to streamline operations and support the industry's evolving needs.
Advanced Productivity Software
Acquisition in 2013
Advanced Productivity Software (APS), makers of DTE Axiom time entry software.
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