Rookhaven Asset Management - Proposal v1
Documentdraft Rookhaven Asset Management: documents · proposal · draft · 2026-09-09
Internal draft Enterprise proposal prepared by Tom Ashdown on 9 Sep 2026, not yet issued. Annual subscription £125,000, deal amount £155,000 including implementation. Availability and P1 response are described, not stated as figures.
What it says
What this says
Current to 11 Oct 26Internal draft Enterprise proposal prepared by Tom Ashdown on 9 Sep 2026, not yet issued. Annual subscription £125,000, deal amount £155,000 including implementation. Availability and P1 response are described, not stated as figures.
What it is: an internal draft proposal for the Enterprise tier, marked "This draft is for internal review before it goes to Rookhaven Asset Management." It is not an order form and binds no one.
Commits: nothing yet. It sets out Enterprise scope, nightly refresh "Complete by 07:00 customer local time on business days" and service credits that "Cover availability and data freshness".
Unusual: the service levels name "The Enterprise availability service level" and "The Enterprise response time" without giving figures. The deal amount of £155,000 includes the one-off implementation, while the annual subscription is £125,000.
Not settled: the connector list, the optional Premium support or Sandbox add-ons, data residency, and the security review timetable. Tom is still to "confirm all figures against the current price book before this is issued".
As found in this document
Current to 9 Oct 26- Price£125,000Source: object_read:doc_040_002
- Annual subscription price£125,000Source: object_read:doc_040_002
- Deal amount (subscription plus implementation)£155,000Source: object_read:doc_040_002
- Billingannual, billed in advance; quarterly billing is available on requestannual, billed in advance; quarterly billing is available on request · Source: object_read:doc_040_002
- Payment termsStandard payment terms applySource: object_read:doc_040_002
- AvailabilityThe Enterprise availability service levelThe Enterprise availability service level · Source: object_read:doc_040_002
- Priority incident first responseThe Enterprise response time, the fastest of our tiersThe Enterprise response time, the fastest of our tiers · Source: object_read:doc_040_002
- Nightly refreshComplete by 07:00 customer local time on business daysComplete by 07:00 customer local time on business days · Source: object_read:doc_040_002
- Service creditsCover availability and data freshnessCover availability and data freshness · Source: object_read:doc_040_002
The document
Body
Rookhaven Asset Management - Proposal v1
Draft | Prepared by Tom Ashdown, Account Executive, BB-Demo | 9 Sep 2026
This draft is for internal review before it goes to Rookhaven Asset Management. Open points are listed at the end.
1. Context
Rookhaven Asset Management is a London asset manager serving institutional and wealth clients. Client service and distribution each hold part of the picture of a client, in different systems, and reconciling them is done by hand. Rookhaven is evaluating our Enterprise tier to give both teams one view of each client.
2. What BB-Demo proposes
BB-Demo builds and runs the company brain inside Rookhaven's own Snowflake account. It is one AI-queryable layer over the CRM, calls, emails, tickets and finance data, so client-service and distribution teams ask questions of the brain rather than chase each other for answers.
Scope
Read the whole document (2,609 characters)
- Enterprise tier, company-wide, with pages, chat, search and the dashboards builder
- Connectors to the systems that hold client information, up to the Enterprise connector allowance
- SSO and SCIM for managed access
- An executive sponsor on the BB-Demo side
- Security review support as part of the implementation
- Quarterly business reviews with the customer success team
3. Service levels
| Item | Enterprise commitment |
|---|---|
| Availability | The Enterprise availability service level |
| Priority incident first response | The Enterprise response time, the fastest of our tiers |
| Nightly refresh | Complete by 07:00 customer local time on business days |
| Service credits | Cover availability and data freshness |
4. Commercials
| Line | Amount |
|---|---|
| Enterprise subscription, annual, billed in advance | £125,000 |
| One-off fixed-fee implementation | Included in the deal amount below |
| Deal amount (subscription plus implementation) | £155,000 |
The annual price of £125,000 is the recurring subscription. The deal amount of £155,000 is the total value of the deal and includes the one-off implementation fee. Quarterly billing is available on request. Standard payment terms apply.
5. Next steps
- Internal review of this draft.
- Confirm the connector list with Rookhaven.
- Agree the security review timetable.
- Issue the final proposal, then the order form under the MSA.
6. Open points
- Final list of connectors to be confirmed with Rookhaven.
- Whether Rookhaven wants the optional Premium support or Sandbox add-ons.
- Whether data residency needs to be discussed.
- Tom to confirm all figures against the current price book before this is issued.
Unusual terms
Current to 9 Oct 26- Service levels referenced but no figures stated
- Deal amount includes one-off implementation