AI in the Investment Firm – Ben Harrison (EP.522)

Intapp's Ben Harrison says agentic "firm AI" tied to institutional memory, not chatbots, is the next value driver and pricing lever for investment-firm software.

• $600M scale: Intapp has grown from ~$200M at IPO to roughly $600M in revenue, driven by expanding client use of its DealCloud and risk/profitability platforms across thousands of firms, including 10 of the top 10 PE and private credit firms.
• 'Firm AI' concept: Harrison distinguishes frontier-model research tasks (decks, models, transcript analysis) from 'firm AI' — agentic AI that executes a firm's own procedures by drawing on institutional memory stored in CRM/deal data.

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