A recap from Intapp Amplify 2026
From answers to action: the rise of Firm AI
The distinction Intapp drew at Amplify between horizontal AI and Firm AI is worth sitting with. Horizontal AI knows the internet. It can draft an email, summarize a document, answer a question. What it can’t do is connect the fact that you passed on a real estate investment in 2023 due to tenant concentration risk and apply that context to new opportunities coming in now.
Intapp Celeste combines the speed of modern AI with a deep understanding of how your firm operates. It’s a new agentic platform different than the chatbots individuals are using. The difference is that agents don’t wait for you to ask. They reason. They act. They execute complex, multi-step workflows end to end while respecting every access control, information barrier, and compliance obligation your firm operates under.
Anthropic and Microsoft were both there to reinforce the point that frontier model providers are not trying to become enterprise software companies. They are building primitives and looking for partners who can deliver those capabilities inside the workflows and governance structures that regulated industries need.
The implication for your firm: your AI advantage won’t come from which LLM you choose. It will come from how well your proprietary data, institutional knowledge, and workflows are structured to power those models. If your data is fragmented, your intelligence will be too. And if your systems don’t work together, your teams can’t move as one especially as agentic AI scales.
DealCloud reimagined, powered by AI
For many of you, DealCloud is already at the center of your deal process. Pipeline, relationship tracking, and the history of every deal your firm has ever touched is stored.
This year at Amplify, we unveiled an even more powerful version of DealCloud, with AI embedded throughout. DealCloud with Celeste isn’t a chatbot bolted onto your CRM. It’s AI that lives inside the system where your actual work gets done, with direct access to your data, your deal history, and your firm’s relationship network. The intelligence is already in there, because the data already lives there.
A significant portion of what your teams do every day isn’t judgment work, it’s administrative overhead created by disconnected systems. DealCloud with Celeste eliminates that friction.
With natural language, your team can interact with your data in plain English asking questions, surfacing insights, and acting instantly. For example:
In addition to the natural language chat, every deal record now surfaces an AI-generated summary at the top: deal status, latest interactions, recommended next steps.
This is what it looks like when AI is embedded inside your system of work not layered on top of it. The friction disappears. The context is already there. And your team can focus on making decisions, not assembling information.
Where real assets get its purpose-built operating system
Real estate markets and the firms that invest, operate, and service them are transforming. To manage rising complexity, volatility, and risk while driving returns, leading firms are adopting vertically integrated models that unify capital and operations for greater control, efficiency, and scale.
Last year, Intapp acquired TermSheet. At that time, the strategic rationale was clear: as multi-strategy firms expand into real estate and infrastructure, they need tools built for how real assets work, not adapted from platforms designed to track companies and contacts. At Amplify, we re-introduced TermSheet as Intapp Properties as the operating system for real estate.
With Intapp Properties, we are extending our real assets suite to provide the digital backbone for modern real asset firms.
Most real assets firms aren’t running on purpose-built software, they’re running on spreadsheets.
The result is data scattered across systems, inboxes, and documents.
Intapp Properties is purpose-built to support the full real asset workflow, from first look to final sale. It centralizes acquisitions pipeline management and AI-powered underwriting, coordinates development and construction project management across vendors and timelines, connects directly to property accounting systems to automate financial consolidation and reporting, and surfaces portfolio-wide performance intelligence in real time. Because every data point ties back to the physical asset, teams get a single source of truth that moves with them across the entire asset lifecycle.
From first look to final sale, Intapp Properties is built to support the full real asset workflow without the switching between disconnected point solutions.
What this means for your firm, right now
For real asset firms still running on spreadsheets and disconnected point solutions, an AI-powered unified operating system doesn’t just improve how you work, it changes what’s possible.
What Amplify 2026 surfaced is that firms are seeing a real impact from AI are not the ones experimenting carefully at the edges. They’re the ones that made a foundational commitment. Join us for an upcoming webinar on April 15 to see how leading real asset firms are putting this into practice embedding AI into their workflows, connecting their data, and moving from insight to action in real time.
Join us for an upcoming webinar on April 15 to see how leading real asset firms are putting this into practice, embedding AI into their workflows, connecting their data, and moving from insight to action in real time.