Greyfriar Wealth logo

Greyfriar Wealth

Lost£0
made from

AI facts

Current to 11 Oct 26

Greyfriar Wealth, a York wealth management firm, has no subscription, no order form and no invoices with BB-Demo. A new Growth deal of £62,000 with an ACV of £50,000 closed lost on 28 Nov 2025 with the reason no decision. There is no platform usage on record. Tom Ashdown held a discovery call on 29 Sep 2025 with Nick Normanton and Fiona Ibbotson, Chief Executive, and Fiona accepted a demo. The last recorded interaction was on 7 Oct 2025.

Read from 1 calls · 1 email threads · 1 deals · 3 people, newest 1 Oct 25

AImade from

AI opinion

Current to 11 Oct 26

Lost, because the Growth deal closed lost on 28 Nov 2025 for no decision and no contact is recorded since 7 Oct 2025. The CRM stage agrees. The Chief Executive's direct interest in one client view makes a fresh approach by Tom Ashdown worth considering.

SignalsGreyfriar Wealth – NewGreyfriar Wealth / BB-Demo – DiscoveryFollowing up from our call

AI · claude-opus-5-5 · 11 Oct 2026

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Next step

Current to 11 Oct 26
What
Tom Ashdown writes directly to Fiona Ibbotson and offers a demo of a single client portfolio view on Greyfriar Wealth's own data under a Growth subscription. re_engage
Who
Tom Ashdown Tom Ashdown
When
this_week by 9 Oct 2026
Why
Tom Ashdown should write directly to Fiona Ibbotson, Chief Executive, to reopen the Growth conversation on her single client view. The deal closed lost on 28 Nov 2025 for no decision, and there has been no contact since 7 Oct 2025.

AI · claude-opus-5-5 · 11 Oct 2026

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Profile

Updated 9 Oct 26
  • IndustryWealth managementSource: CRM company record
  • Websitegreyfriar.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityYorkSource: CRM company record
  • Size130 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
  • StateLostSource: AI assessment · Written 11 Oct 2026
CRMmade from

Key facts

Updated 9 Oct 26
  • Last contact7 Oct 2025Email: Following up from our call · 367 days before 9 Oct 2026
Computedmade from

The story

Current to 11 Oct 26
Lost

Lost: Greyfriar Wealth's only deal, for Growth at £62,000, closed lost on 28 Nov 2025 for no decision. It has no contract, invoices or usage, and nothing is recorded since 7 Oct 2025. Tom Ashdown should approach Fiona Ibbotson, Chief Executive, to reopen it.

Lost: Greyfriar Wealth has no order form, no invoices and £0 ARR. Its only deal, for Growth at £62,000 with an ACV of £50,000, closed lost on 28 Nov 2025 for no decision; the CRM stage reads lost.

No platform usage, user or ticket is on record, so there is no trajectory to read. Tom Ashdown held the 29 Sep 2025 discovery call with Nick Normanton, Head of Client Services, and Fiona Ibbotson, Chief Executive.

Fiona wanted one view of each client's portfolio and accepted a demo, but Nick never replied on the demo thread. Nothing is recorded since 7 Oct 2025, and the records do not show whether the demo was held.

Tom, the active CRM owner, should write to Fiona by 9 Oct 2026 offering a Growth demo of a client view on its own data, with a scope from Hannah Lowe on the bespoke portfolio system.

AI · claude-opus-5-5 · 11 Oct 2026

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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

Not yet analysedNo documents in the document store for this subject.
Documentsmade from

Open deals

Not yet analysedNo open deals.
CRMmade from

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

  • 20 Nov 2025eventBB-Demo webinar Alice Brewer, Harriet Gale, Lorna Wishart, Koen Janssens, Edward Grey, Mark Ellwood, Emma Haworth, Nathan Booth, Wayne Entwistle, Marloes Hendriks, Gráinne Lynch, Ida Mortensen, Brodie Kennedy, Luke Kershaw, Fiona Ibbotson, Fiona Fairclough, Bernadette Lowry, Desmond Oyelaran, Philip Annear, Priscilla Bowen, Liam Corner, Florian BeckerAlice BrewerHarriet GaleLorna Wishart+19
  • 1 Oct 2025email_threadFollowing up from our call Tom Ashdown, Nick Normanton, Fiona Ibbotson logoTom AshdownNick NormantonFiona Ibbotson
  • 29 Sep 2025callGreyfriar Wealth / BB-Demo – Discovery Tom Ashdown, Nick Normanton, Fiona Ibbotson logoTom AshdownNick NormantonFiona Ibbotson
  • 21 Jul 2025dealGreyfriar Wealth – New Tom Ashdown, Nick Normanton logoTom AshdownNick Normanton
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

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

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

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. 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.

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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
Organisations150
People at customers573
BB-Demo staff48
Calls1,382
Email threads2,122
Support tickets789
Documents850
Deals217
Invoices187
Events49
News items84

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.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

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