Ben Harrison on Intapp's "firm AI": agents that run the investment firm's workflows
Key points
Key takeaways from the Capital Allocators interview in which Ted Seides speaks with Ben Harrison, President of Industries at Intapp (released 23 October 2026):
- “Firm AI” thesis: Harrison describes moving beyond using AI for research, model-building and presentations, towards deploying agents that draw on a firm's institutional memory and execute its workflows — what he calls “firm AI”.
- Growth since the last visit: Since Harrison last joined Capital Allocators three years ago to discuss DealCloud, Intapp's platform for the private capital community, the company has nearly tripled in size, and rapid AI development has created a new opportunity across its product stack.
- Where AI hits first: The conversation covers AI's effect on sourcing and origination, fundraising, deal lifecycle management and staffing at investment firms, plus why leading technology adopters onboard differently from existing clients.
- Governance and security: Unsolved governance and security challenges — information barriers, AI governance and safe agent deployment — are a focus as agentic workflows spread across industries.
- Integration lessons: Harrison draws lessons from combining DealCloud with Intapp, notes the similarities in agentic workflows across industries, and expects the next leg of growth to come from firm AI and vertical SaaS.
