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AI brief of an SEC Form 8-K · Intapp, Inc. (INTA)

Intapp signs $150 million five-year revolving credit facility, replacing prior agreement

Neutral Impact 3 of 5 financing Written later

Intapp, Inc. entered a five-year, $150.0 million senior secured revolving credit facility with UBS AG, Stamford Branch as administrative agent, dated July 7, 2026, and terminated its prior credit agreement with JPMorgan Chase Bank, N.A. at the same time. No amounts were outstanding under the new facility at closing, and the filing does not describe any change in the company's operations or results.

Key points

  • Five-year senior secured revolving credit facility of $150.0 million, with a $10.0 million letter of credit subfacility
  • Borrowings bear interest at Term SOFR plus 1.50% to 2.25%, or an alternate base rate plus 0.50% to 1.25%, based on total net leverage ratio
  • Facility is secured by substantially all assets (excluding real estate interests) of the company and subsidiary guarantors, and includes a maximum consolidated total net leverage ratio covenant
  • Prior credit agreement dated October 5, 2021 with JPMorgan Chase Bank, N.A. was terminated concurrently

The filing

CompanyIntapp, Inc. (INTA)
Form8-K, current report
Filed with the SECJul 13, 2026, 4:30 PM ET
Accession number0001140361-26-028323

Items reported: 1.01 Material Definitive Agreement1.02 Termination of Material Agreement2.03 New Direct Financial Obligation

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 13, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.