Rookhaven Asset Management

Rookhaven Asset Management has no executed document. A final Enterprise proposal of 14 Sep 2026 quotes £125,000 a year, with £155,000 as the total deal amount. The proposal sets the refresh deadline on UK time, while the draft and the questionnaire use customer local time.

Executed: no document for Rookhaven Asset Management has a stored status of executed, so no contracted price, term, billing or service level exists. All three documents were read, so this roll-up covers the full set.

Open items: the Proposal of 14 Sep 2026 is filed as final and recommends the Enterprise tier at £125,000 a year. Its £155,000 total deal amount includes the one-off implementation fee and is not an annual figure.

The proposal states that the executed order form takes precedence over it. It leaves the connector list, live-by dates, signatory, term length and any discount unsettled.

Proposal v1 of 9 Sep 2026 is still stored as a draft for internal review. Tom Ashdown was to confirm all figures against the current price book before issue. It quotes the same £125,000 subscription and £155,000 deal amount.

The Security Questionnaire of 1 Aug 2026, from Theo Gallagher, is final but states it is not a contract. Access for BB-Demo staff, certification evidence and the exit plan are still marked To confirm.

Contradictions: the final Proposal of 14 Sep 2026 sets the nightly refresh deadline at 07:00 UK time. Proposal v1 of 9 Sep 2026 and the Security Questionnaire of 1 Aug 2026 both say 07:00 customer local time.

The order form should settle which time basis applies. Neither proposal gives an availability figure or a P1 response time; the questionnaire defers both to the order form.

Commitments: none are live, because nothing is executed. Billing annually in advance and service credits for availability and data freshness appear only in proposals.

Gaps: the documents do not show whether an order form has been drafted or signed, nor any start date, end date or term length. They also do not show whether Tom Ashdown or Theo Gallagher still works at BB-Demo.

AI · claude-opus-5-5 · 11 Oct 2026