Rookhaven Asset Management / B-Brain – Discovery
Callcompleted
Rookhaven Asset Management: documents · 2026-06-09 14:00
Rookhaven's Head of Client Data set criteria: one client view, shared records and lineage. The COO wants security and procurement before any signature and asked for a price breakdown. A close of 18 Dec 2026 is only a plan.
What was said
What this says
Current to 11 Oct 26Rookhaven's Head of Client Data set criteria: one client view, shared records and lineage. The COO wants security and procurement before any signature and asked for a price breakdown. A close of 18 Dec 2026 is only a plan.
What happened: Discovery call on 9 Jun 2026 with Eleanor Whitlock and Julian Ferrers. Client data sits in Salesforce, Zendesk, mailboxes and hand-reconciled finance data, and two people can build two different pictures of a client.
Commercial: Tom Ashdown said about £155,000 all in for a first deal, including one-off implementation, is an internal pencil figure and not the annual price. Julian asked for a written breakdown and said cost discipline matters.
Customer view: Eleanor wants lineage for every answer and a security and risk review before commitment. Julian will not sign before procurement and security.
Watch: The 18 Dec 2026 close is a plan that moves with their review. Tom has not yet named sector references.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send a written price breakdown separating implementation from the annual subscription.
- Tom Ashdown to confirm what B-Brain can share about financial services customers and arrange a reference conversation.
- Tom Ashdown to schedule a lineage demo with the head of client service, and Eleanor to send her systems list.
Risks
Current to 9 Oct 26- Security, risk and procurement review must complete before any signature, so timing depends on their process.
- Julian stressed cost discipline, and the figure Tom mentioned was informal and not the annual price.
Opportunities
Current to 9 Oct 26- Enterprise fits their stated needs: company-wide scope, SSO and SCIM, lineage and a Snowflake-resident brain.
- Eleanor wants her own team as admins and named Salesforce, Zendesk, Microsoft 365 and finance data as first connectors.