HIGHOutside partyCounterparty
lender (secured loan facility)
“10-K Item 1A: 'Our loan and security agreement provides our lender with a first-priority lien against substantially all of our assets'”
INTA · Concentration risk · 10-K extracted
Intapp (INTA) concentration risks
Updated
The most significant concentration Intapp discloses is lender (secured loan facility), classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Intapp’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH1
MEDIUM1
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-inCustomer
professional-services firms (accounting, consulting, investment banking, legal, private capital, real assets)
“10-K Item 1A: 'A majority of our sales are to clients in the accounting, consulting, investment banking, legal, private capital and real assets industries.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-09-06Intapp's concentration risks split between a financing dependency and a customer-base structural feature. On the financing side, the company's loan and security agreement grants its lender a first-priority lien against substantially all of its assets — a high-share dependency that gives a single counterparty significant control over the company's asset base should terms need to be renegotiated or a default occur. On the revenue side, a majority of the company's sales are to clients in the accounting, consulting, investment banking, legal, private capital, and real assets industries, a medium-share exposure that reflects Intapp's purpose-built focus on professional-services verticals rather than a dependency on any single counterparty. These two exposures differ meaningfully in character: the lender relationship is a dependency that could constrain financial flexibility in a stress scenario, while the industry concentration is a structural feature of the business model that ties results to the health of professional-services spending broadly. Neither compounds the other directly, but a downturn across those client industries combined with lender-imposed constraints would leave less room to maneuver.
For the engine’s reasoning on INTA’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Software - Application
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ADSK | Autodesk, Inc. | 1 | 1 | 1 | 3 |
| INTA● | Intapp, Inc. | 1 | 1 | 0 | 2 |
| ADEA | Adeia Inc. | 1 | 0 | 0 | 1 |
| AGYS | Agilysys, Inc. | 0 | 2 | 0 | 2 |
| ADBE | Adobe Inc. | 0 | 0 | 0 | 0 |
| ADP | Automatic Data Processing, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.