Rookhaven Asset Management logo

Rookhaven Asset Management

Prospect£0Proposal · £155,000/yr
made from

AI facts

Current to 11 Oct 26

Rookhaven Asset Management is a prospect with no executed order form, no invoices and £0 contracted ARR. The final Enterprise proposal of 14 Sep 2026 quotes a £125,000 annual subscription, with £155,000 as the total deal amount including implementation. There is no usage or ticket history. Open deal deal_040_01 sits at the CRM proposal stage with an expected close of 18 Dec 2026, and a negotiation call is booked for 21 Oct 2026. The final proposal sets the nightly refresh at 07:00 UK time, unlike the earlier draft.

Read from 5 calls · 9 email threads · 1 news items · 1 deals · 6 people · 3 documents, newest 16 Sep 26

AImade from

AI opinion

Current to 11 Oct 26

Prospect, because the Enterprise proposal is open but nothing is signed. The security review and the COO's approval gate any commitment, and the written split of subscription and implementation is still owed. The opportunity is a £125,000 a year Enterprise subscription if terms are agreed on 21 Oct 2026.

SignalsDocument roll-upRookhaven Asset Management - ProposalRookhaven Asset Management / B-Brain – ProposalSales thread, 3 messagesRookhaven Asset Management - Security Questionnaire

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Next step

Current to 11 Oct 26
What
Tom Ashdown sends Julian Ferrers a written split of the £125,000 subscription and the implementation, with the open security questionnaire answers, ahead of the negotiation call on 21 Oct 2026. proposal
Who
Tom Ashdown Tom Ashdown
When
this_week by 9 Oct 2026
Why
Tom Ashdown should send Julian Ferrers the written split of the £125,000 subscription and implementation, with the open security answers, before the negotiation call on 21 Oct 2026, so the COO arrives with the figures he needs.

AI · claude-opus-5-5 · 11 Oct 2026

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Profile

Updated 9 Oct 26
  • IndustryAsset managementSource: CRM company record
  • Websiterookhaven.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityLondonSource: CRM company record
  • Size350 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
  • StateProspectSource: AI assessment · Written 11 Oct 2026
CRMmade from

Key facts

Updated 9 Oct 26
  • Open dealProposal · £155,000Source: CRM deal Rookhaven Asset Management – New · new deal · Expected close 18 Dec 2026 · Owner Tom Ashdown
  • Last contact17 Sep 2026Email: Sales thread, 3 messages · 22 days before 9 Oct 2026
Computedmade from

The story

Not yet analysedThe narrative record narrative:org_040 has not been written yet.
AImade from

ARR journey

Not yet analysedNo ARR history: no order forms or invoices for this organisation.
Accountingmade from

Platform usage

Not yet analysedNo platform usage: this organisation has no tenant in product analytics.
Usagemade from

Documents

Updated 9 Oct 26

3 documents in 2 folders. All documents

  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

DealStageAmountClose
Rookhaven Asset Management – Newproposal£155,00018 Dec 2026
CRMmade from

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • not yet analysed
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds

Rookhaven Asset Management's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 18 AI summaries of 19 raw things (calls, tickets, emails, news), 6 people (6 with an AI write-up) and 4 staff (0 with an AI write-up), shown on 4 pages. 2 AI records in this trail are not yet analysed.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Calls · CRM · Documents · Events · Email · Web
made from

B-Brain is a fictional company; every organisation and person here is invented. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

How to ask

Press Ask Brain in the header. Type a question, or pick one of the examples.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

DataRecords
Organisations75
People at customers290
B-Brain staff40
Calls784
Email threads1,169
Support tickets449
Documents477
Deals117
Invoices101
Events49
News items56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

B-Brain is a fictional company: every organisation, person and figure here is invented for this demonstration.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.
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