Penwortham Mutual

Growing£119kRenews 28 May 27

AI facts

Current to 13 Oct 26

Penwortham Mutual holds an executed Enterprise order form signed 14 May 2026: £119k a year, billed quarterly, from 28 May 2026 to 27 May 2027. Active users rose from 9 in May 2026 to 90 in September 2026 (900%), against 150 licensed users. Renewal falls on 28 May 2027, 231 days away, at £125k. A ticket on missing scheme information opened on 6 Oct 2026 is open, and Phil Catterall has asked to discuss adding users. 13 connectors are configured against an order-form cap of 12.

Read from 13 calls · 11 email threads · 8 tickets · 1 deals · 5 people · 8 documents, newest 9 Oct 26

AImade from

Profile

Updated 9 Oct 26

IndustryInsurance
Websitepenworthammutual.example
CountryUnited Kingdom
HQ cityPreston
Size1,250 employees
CRM ownerMatteo Ricci
Customer since28 May 2026
TypeCustomer
StateGrowing

CRMmade from

AI opinion

Current to 13 Oct 26

Growing, because active users and questions asked have risen sharply since go-live and all three invoices were paid within terms. Phil Catterall's request to add users and 13 connectors against a cap of 12 point to an expansion conversation before renewal.

Signals Penwortham Mutual - Order Form (signed)Implementation progress Partner schemes missing from search Penwortham Mutual / BB-Demo – Onboarding

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Contracted ARR£118,750differs
Next renewal28 May 2027
Term28 May 2026 to 27 May 2027
TierEnterprise
Last contact28 Aug 2026
Tenanteu-west-2
Licensed seats150

Computedmade from

Next step

Current to 13 Oct 26

What: Matteo Ricci to book a call with Phil Catterall to agree an amendment for the 13 connectors configured against the cap of 12 and to answer his request to add users. upsell
Who: Matteo Ricci
When: This week by 9 Oct 2026
Why: Matteo Ricci should meet Phil Catterall to settle 13 connectors configured against the order-form cap of 12. He should also answer Phil's 31 Jul 2026 request to add users. The aim is to formalise the expansion through an amendment well before the 28 May 2027 renewal.

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

The story

Current to 14 Oct 26

Growing

Growing: Enterprise at £119k a year to 27 May 2027, with active users up from 9 to 90 and questions from 60 to 5495. Phil Catterall wants more users and 13 connectors exceed the cap of 12. Matteo Ricci owns the amendment.

Growing: Penwortham Mutual holds an executed Enterprise order form at £119k a year, 28 May 2026 to 27 May 2027. Renewal is due 28 May 2027 at £125k, and invoices are paid within terms.

Active users rose from 9 to 90 and monthly questions from 60 to 5495 since May 2026, against 150 licensed users. Clare Huddleston and Phil Catterall lead, but one unnamed user asked 18% of questions in the last 90 days.

Phil asked to add users on 31 Jul 2026, and 13 connectors run against a cap of 12. The main risk is data quality: the 6 Oct 2026 scheme ticket is open and a 27 Aug 2026 ticket missed its 30-minute response.

Matteo Ricci is to book a call with Phil by 9 Oct 2026 to agree a connector amendment and answer the user request, with Owen Tallis approving pricing.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

ARR journey

Updated 9 Oct 26

Updated 09 Oct 26

CSV

Contracted ARRInvoiced ARR

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £119k; Invoiced ARR £119k. Basis: accounting system, facts.arr_monthly:org_097.

Show the figures as a table

Month	Contracted ARR	Invoiced ARR
May 26	£118,750	£118,752
Jun 26	£118,750	£118,752
Jul 26	£118,750	£118,752
Aug 26	£118,750	£118,752
Sep 26	£118,750	£118,752

Accountingmade from

Platform usage

Updated 9 Oct 26

Active users · Sep 26

90up 52 vs 3 months earlierof 150 included on the tier

Questions asked · Sep 26

5,495up 4,287 vs 3 months earlier

Connectors configured · Sep 26

13up 9 vs 3 months earlierof 20 included on the tier

Active admins · Sep 26

3level vs 3 months earlier

Data volume · Sep 26

89.6 GBup 63.6 GB vs 3 months earlier

Active users and questions · monthlyUpdated 09 Oct 26

CSV

Left axisActive usersLicensed seatsIncluded users (150)Right axisQuestions asked

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 90; Licensed seats 150; Questions asked 5,495. Basis: product usage, facts.usage_monthly:org_097, signals:org_097.

Show the figures as a table

Month	Active users	Licensed seats	Questions asked
May 26	9	150	60
Jun 26	38	150	1,208
Jul 26	62	150	2,294
Aug 26	78	150	2,218
Sep 26	90	150	5,495

Connectors, admins and data volume · monthlyUpdated 09 Oct 26

CSV

Left axisConnectors configuredActive adminsIncluded connectors (20)Right axisData volume

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 13; Active admins 3; Data volume 89.6 GB. Basis: product usage, facts.usage_monthly:org_097, signals:org_097.

Show the figures as a table

Month	Connectors configured	Active admins	Data volume
May 26	0	3	0.00 GB
Jun 26	4	3	26.00 GB
Jul 26	6	3	39.79 GB
Aug 26	8	3	54.11 GB
Sep 26	13	3	89.58 GB

Usagemade from

Documents

Updated 9 Oct 26

8 documents in 4 folders; 2 drafts hang on their executed paper. All documents

commercial
delivery
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

Contracts (4)
- Draft Enterprise master services agreement draft · contract · 23 Apr 2026
- Executed Enterprise master services agreement executed · contract · 14 May 2026
- Executed data processing agreement executed · dpa · 14 May 2026
- Enterprise order form with implementation executed · order form · 14 May 2026
Onboarding (1)
- Enterprise onboarding plan, 12 weeks issued · onboarding plan · 2 Jun 2026
Proposals (2)
- Draft Enterprise proposal draft · proposal · 30 Mar 2026
- Enterprise tier commercial proposal issued · proposal · 2 Apr 2026
Security (1)
- Completed security questionnaire issued · security questionnaire · 22 Mar 2026

Documentsmade from

Open deals

Not yet analysedNo open deals.

CRMmade from

Open tickets

9 Oct 2026 097-0008 access_permissionsnormal · pending
6 Oct 2026 097-0007 data_qualitynormal · pending

Helpdeskmade from

Activity

19 Nov 2026eventBB-Demo webinar Alice Brewer, Harriet Gale, Sanne Bakker, Brooke Dawson, Warren Petrie, Orla Keane, Melissa Garnett, Sam Yates, Nathan Wragg, Kristen Abernathy, Bradley Faircloth, Gordon McInnes, Helen Varley, Aisling Kiely, Shane Twomey, Kristin Lindahl, Eleanor Pickering, Maureen Ellis, Martina Engel, Allan Stoker, Gemma Varley, Glen Nuttall, Imran Qureshi, Linnea Holm, Lucas Goossens, Vicky Brearley, Megan Entwistle, Toby Eccles, Kevin Bishop, Elspeth Haldane, Lauren Pilkington, Ronan Healy, Joanne Unwin, Sue Ditchfield, Maarten Bosman, Phil Catterall+33
9 Oct 2026ticketUser access for new team members Clare Huddleston, Olivia Grant
6 Oct 2026ticketMember records with missing scheme information Phil Catterall, Bethan Lister
28 Aug 2026email_threadInvoice for Penwortham Mutual Rachel Dunmore, Lynne Waring
28 Aug 2026invoiceINV-097-0003 Lynne Waring
27 Aug 2026ticketPartner schemes missing from search Clare Huddleston, Olivia Grant
25 Aug 2026ticketAdding a new team member to the brain Phil Catterall, Bethan Lister
10 Aug 2026callPenwortham Mutual / BB-Demo – Training Hamza Akhtar, Clare Huddleston, Phil Catterall
5 Aug 2026callPenwortham Mutual / BB-Demo – Onboarding Hamza Akhtar, Phil Catterall, Clare Huddleston
31 Jul 2026email_threadImplementation progress Hamza Akhtar, Phil Catterall
29 Jul 2026callPenwortham Mutual / BB-Demo – Onboarding Hamza Akhtar, Phil Catterall, Clare Huddleston
27 Jul 2026ticketDashboard queries running slowly Phil Catterall, Bethan Lister
24 Jul 2026ticketCan we add a filter for inactive members? Clare Huddleston, Olivia Grant
22 Jul 2026callPenwortham Mutual / BB-Demo – Onboarding Hamza Akhtar, Phil Catterall
17 Jul 2026callPenwortham Mutual / BB-Demo – Onboarding Hamza Akhtar, Phil Catterall
15 Jul 2026ticketRefresh timing not meeting expectations Phil Catterall, Olivia Grant
3 Jul 2026callPenwortham Mutual / BB-Demo – Onboarding Hamza Akhtar, Phil Catterall, Clare Huddleston
2 Jul 2026ticketGetting the team set up on the brain Phil Catterall, Bethan Lister
24 Jun 2026callPenwortham Mutual / BB-Demo – Onboarding Hamza Akhtar, Phil Catterall, Clare Huddleston
11 Jun 2026eventBB-Demo Customer Day London Alice Brewer, Callum Reid, Liam Doherty, Aisha Rahman, Imogen Hartley, Kelly Sharpe, Greg Haskins, Tanya Briggs, Ravi Atherton, Kirsty Rigby, Toby Mellor, Hugh Firth, Kofi Asamoah, Priti Varma, Andrew Sugden, Claire Ackroyd, Siân Pritchard, Graham Tovey, Lee Hathaway, Gordon McInnes, Natasha Greaves, Adrian Mellor, Daan Visser, Helen Varley, Andrea Neumann, Shane Twomey, Huw Bevan, Dylan Price, Rhian Morgan, Tyler Brookes, Sandra Neale, Lindsay Pallister, Barry Coxon, Harry Kitching, Brittany Hayes, Karin Vossen, Martina Engel, Dirk Vogt, Eoin Hegarty, Maeve Doherty, Jacinta Hoad, Riley Tran, Els Van Damme, Katrien Wouters, Karen Midgley, Kevin Kershaw, Oliver Kirkby, Chris Jagger, Toby Cowell, Mark Brearley, Ian Brearley, Graham Rowntree, Imran Qureshi, Marloes Hendriks, Ilse de Graaf, Karin Sjöberg, Linnea Holm, Annika Lund, Arnaud Janssens, Lena Becker, Jonas Lehmann, Markus Hofmann, Mike Delaney, Tyler Nguyen, Dev Malhotra, Jess Doyle, Lachlan Hutchinson, Malcolm Ridgway, Tariq Saleem, Gareth Pugh, Kwame Asante, Matthias Ebner, Dennis Wolter, Danielle Okonkwo, Lauren Pilkington, Stuart Haworth, Nadia Bashir, Carl Whittle, Kirsty Robson, Samuel Adeyemi, Clara Hoskins, Gavin Rudd, Ruud Verhoeven, Raymond Tsai, Ingrid Solberg, Pauline Metcalfe, Tracey Bainbridge, Vikram Sethi, Andy Buckley, Yara El Idrissi, Phil Catterall, Monique Fairley, Elliot Rosen, Javier Ortiz+91
11 Jun 2026callPenwortham Mutual / BB-Demo – Onboarding Hamza Akhtar, Phil Catterall, Clare Huddleston
4 Jun 2026email_threadOnboarding kickoff Hamza Akhtar, Phil Catterall
4 Jun 2026callPenwortham Mutual / BB-Demo – Kickoff Hamza Akhtar, Hollie Grieve, Clare Huddleston, Phil Catterall, Rizwan Patel+2
2 Jun 2026documentPenwortham Mutual - Onboarding Plan Hamza Akhtar
1 Jun 2026email_threadImplementation kickoff Hamza Akhtar, Clare Huddleston
28 May 2026email_threadSubscription invoice Rachel Dunmore, Lynne Waring
28 May 2026invoiceINV-097-0002 Lynne Waring
15 May 2026email_threadImplementation invoice Rachel Dunmore, Lynne Waring
15 May 2026invoiceINV-097-0001 Lynne Waring
14 May 2026documentPenwortham Mutual - Order Form (signed) Matteo Ricci
14 May 2026documentPenwortham Mutual - Data Processing Agreement (signed) Matteo Ricci
14 May 2026documentPenwortham Mutual - Master Services Agreement (signed) Matteo Ricci
12 May 2026email_threadOrder form for signature Matteo Ricci, Bernard Haslam
29 Apr 2026email_threadProposal discussion Matteo Ricci, Owen Tallis, Bernard Haslam, Clare Huddleston, Lynne Waring+2
27 Apr 2026callPenwortham Mutual / BB-Demo – Negotiation Matteo Ricci, Owen Tallis, Bernard Haslam, Clare Huddleston, Lynne Waring+2
23 Apr 2026documentPenwortham Mutual - Master Services Agreement v2 Matteo Ricci
16 Apr 2026eventBB-Demo webinar Alice Brewer, Joost Verbeek, Jenna Price, Luis Herrera, Elliot Kirkby, Asif Jagger, Bryony Gilchrist, Cian O'Leary, Jennifer Moua, Tyler Brookes, Sandra Neale, Clodagh Fitzgerald, Grant Mattner, Jens Maes, Gemma Varley, Timo Brand, Wayne Entwistle, Annika Lund, Dev Malhotra, Alyssa Jenkins, Neil Barlow, Elise Lambert, Gemma Dobson, Tariq Saleem, Fiona Marsden, Elspeth Haldane, Douglas Forsyth, Becky Tattersall, Joe Mallinson, Ronan Healy, Nigel Ferris, Trevor Mayhew, Lars Wübbena, Pauline Metcalfe, Bernard Haslam+32
7 Apr 2026callPenwortham Mutual / BB-Demo – Proposal Matteo Ricci, Clare Huddleston, Bernard Haslam
2 Apr 2026documentPenwortham Mutual - Proposal Matteo Ricci
30 Mar 2026documentPenwortham Mutual - Proposal v1 Matteo Ricci
26 Mar 2026email_threadProposal walkthrough Matteo Ricci, Clare Huddleston
22 Mar 2026documentPenwortham Mutual - Security Questionnaire Theo Gallagher
17 Mar 2026email_threadDemo follow-up Matteo Ricci, Hannah Lowe, Clare Huddleston, Phil Catterall+1
16 Mar 2026callPenwortham Mutual / BB-Demo – Demo Matteo Ricci, Hannah Lowe, Clare Huddleston, Phil Catterall+1
11 Mar 2026eventData leaders conference (BB-Demo stand) Alice Brewer, Simon Harte, Sam Cheney, Margaret Cleland, Nicola Brearley, Shane Twomey, Owain Jenkins, Tyler Brookes, Brenda Oldroyd, Martina Engel, Eoin Hegarty, Karen Midgley, Robyn Tyson, Rhonda Stierwalt, Gary Underwood, Stuart Haworth, Conor Daly, Petra Lüders, Clare Huddleston+16
23 Feb 2026callPenwortham Mutual / BB-Demo – Discovery Matteo Ricci, Clare Huddleston, Bernard Haslam
16 Feb 2026email_threadDiscovery call Matteo Ricci, Clare Huddleston
29 Jan 2026dealPenwortham Mutual – New Matteo Ricci, Clare Huddleston
17 Apr 2025eventBB-Demo webinar Sofia Marchetti, Liam Doherty, Anders Nyqvist, Rhona Aitken, Adrian Mellor, Matthew Grice, Shannon Lockwood, Barry Coxon, Cheryl Tomczak, Stefanie Lange, Willem Arts, Fergus Tierney, Wouter Kok, Lauren Pacheco, Faye Metcalfe, Toby Eccles, Jade Riley, Ed Ingham, Desmond Oyelaran, Matt Colenso, Nigel Ferris, Jade Kenwright, Clare Huddleston+20

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership not yet analysed

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

Penwortham Mutual's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 40 AI summaries of 44 raw things (calls, tickets, emails, news), 5 people (5 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 8 pages.

The trail as a list (block, record, entity, raw row)

Activity page block
- Penwortham Mutual / BB-Demo – Discovery entity
  - Penwortham Mutual entity
    - accounting/customers.csv org_097 raw row
    - crm/companies.csv org_097 raw row
    - product_analytics/tenants.csv org_097 raw row
  - call_recorder/calls.csv call_097_001 raw row
- Penwortham Mutual / BB-Demo – Demo entity
  - Penwortham Mutual entity
    - accounting/customers.csv org_097 raw row
    - crm/companies.csv org_097 raw row
    - product_analytics/tenants.csv org_097 raw row
  - call_recorder/calls.csv call_097_002 raw row
- Penwortham Mutual / BB-Demo – Proposal entity
  - Penwortham Mutual entity
    - accounting/customers.csv org_097 raw row
    - crm/companies.csv org_097 raw row
    - product_analytics/tenants.csv org_097 raw row
  - call_recorder/calls.csv call_097_003 raw row
- Penwortham Mutual / BB-Demo – Negotiation entity
  - Penwortham Mutual entity
    - accounting/customers.csv org_097 raw row
    - crm/companies.csv org_097 raw row
    - product_analytics/tenants.csv org_097 raw row
  - call_recorder/calls.csv call_097_004 raw row
- Penwortham Mutual / BB-Demo – Kickoff entity
  - Penwortham Mutual entity
    - accounting/customers.csv org_097 raw row
    - crm/companies.csv org_097 raw row
    - product_analytics/tenants.csv org_097 raw row
  - call_recorder/calls.csv call_097_005 raw row
- Penwortham Mutual / BB-Demo – Onboarding entity
  - Penwortham Mutual entity
    - accounting/customers.csv org_097 raw row
    - crm/companies.csv org_097 raw row
    - product_analytics/tenants.csv org_097 raw row
  - call_recorder/calls.csv call_097_006 raw row
- +43 more
AI opinion page block
- Penwortham Mutual growing AI record
  - Penwortham Mutual – New entity
    - Penwortham Mutual entity
      - accounting/customers.csv org_097 raw row
      - crm/companies.csv org_097 raw row
      - product_analytics/tenants.csv org_097 raw row
    - contracts/order_form_lines.csv ctr_097_01:1 raw row
    - contracts/order_form_lines.csv ctr_097_01:2 raw row
    - contracts/order_forms.csv ctr_097_01 raw row
    - crm/deal_line_items.csv deal_097_01:1 raw row
    - crm/deal_line_items.csv deal_097_01:2 raw row
    - +7 more
  - Penwortham Mutual: executed Enterprise paper AI record
    - Penwortham Mutual - Security Questionnaire entity
      - Penwortham Mutual entity
        accounting/customers.csv org_097 raw row
        crm/companies.csv org_097 raw row
        product_analytics/tenants.csv org_097 raw row
      - document_store/files.csv doc_097_001 raw row
    - Penwortham Mutual - Proposal v1 entity
      - Penwortham Mutual entity
        accounting/customers.csv org_097 raw row
        crm/companies.csv org_097 raw row
        product_analytics/tenants.csv org_097 raw row
      - document_store/files.csv doc_097_002 raw row
    - Penwortham Mutual - Proposal entity
      - Penwortham Mutual entity
        accounting/customers.csv org_097 raw row
        crm/companies.csv org_097 raw row
        product_analytics/tenants.csv org_097 raw row
      - document_store/files.csv doc_097_003 raw row
    - Penwortham Mutual - Master Services Agreement v2 entity
      - Penwortham Mutual entity
        accounting/customers.csv org_097 raw row
        crm/companies.csv org_097 raw row
        product_analytics/tenants.csv org_097 raw row
      - document_store/files.csv doc_097_004 raw row
    - Penwortham Mutual - Master Services Agreement (signed) entity
      - Penwortham Mutual entity
        accounting/customers.csv org_097 raw row
        crm/companies.csv org_097 raw row
        product_analytics/tenants.csv org_097 raw row
      - document_store/files.csv doc_097_005 raw row
    - Penwortham Mutual - Data Processing Agreement (signed) entity
      - Penwortham Mutual entity
        accounting/customers.csv org_097 raw row
        crm/companies.csv org_097 raw row
        product_analytics/tenants.csv org_097 raw row
      - document_store/files.csv doc_097_006 raw row
    - +11 more
  - INV-097-0001 entity
    - Penwortham Mutual entity
      - accounting/customers.csv org_097 raw row
      - crm/companies.csv org_097 raw row
      - product_analytics/tenants.csv org_097 raw row
    - accounting/invoice_lines.csv inv_097_001:1 raw row
    - accounting/invoices.csv inv_097_001 raw row
    - accounting/payments.csv pay_097_001 raw row
  - INV-097-0002 entity
    - Penwortham Mutual entity
      - accounting/customers.csv org_097 raw row
      - crm/companies.csv org_097 raw row
      - product_analytics/tenants.csv org_097 raw row
    - accounting/invoice_lines.csv inv_097_002:1 raw row
    - accounting/invoices.csv inv_097_002 raw row
    - accounting/payments.csv pay_097_002 raw row
  - INV-097-0003 entity
    - Penwortham Mutual entity
      - accounting/customers.csv org_097 raw row
      - crm/companies.csv org_097 raw row
      - product_analytics/tenants.csv org_097 raw row
    - accounting/invoice_lines.csv inv_097_003:1 raw row
    - accounting/invoices.csv inv_097_003 raw row
    - accounting/payments.csv pay_097_003 raw row
  - Discovery: partner scheme data visibility AI record
    - Penwortham Mutual / BB-Demo – Discovery entity
      - Penwortham Mutual entity
        accounting/customers.csv org_097 raw row
        crm/companies.csv org_097 raw row
        product_analytics/tenants.csv org_097 raw row
      - call_recorder/calls.csv call_097_001 raw row
    - Penwortham Mutual entity
      - accounting/customers.csv org_097 raw row
      - crm/companies.csv org_097 raw row
      - product_analytics/tenants.csv org_097 raw row
  - +47 more
ARR journey page block
- facts.arr_monthly:org_097 facts table
  - Penwortham Mutual – New entity
    - Penwortham Mutual entity
      - accounting/customers.csv org_097 raw row
      - crm/companies.csv org_097 raw row
      - product_analytics/tenants.csv org_097 raw row
    - contracts/order_form_lines.csv ctr_097_01:1 raw row
    - contracts/order_form_lines.csv ctr_097_01:2 raw row
    - contracts/order_forms.csv ctr_097_01 raw row
    - crm/deal_line_items.csv deal_097_01:1 raw row
    - crm/deal_line_items.csv deal_097_01:2 raw row
    - +7 more
  - INV-097-0001 entity
    - Penwortham Mutual entity
      - accounting/customers.csv org_097 raw row
      - crm/companies.csv org_097 raw row
      - product_analytics/tenants.csv org_097 raw row
    - accounting/invoice_lines.csv inv_097_001:1 raw row
    - accounting/invoices.csv inv_097_001 raw row
    - accounting/payments.csv pay_097_001 raw row
  - INV-097-0002 entity
    - Penwortham Mutual entity
      - accounting/customers.csv org_097 raw row
      - crm/companies.csv org_097 raw row
      - product_analytics/tenants.csv org_097 raw row
    - accounting/invoice_lines.csv inv_097_002:1 raw row
    - accounting/invoices.csv inv_097_002 raw row
    - accounting/payments.csv pay_097_002 raw row
  - INV-097-0003 entity
    - Penwortham Mutual entity
      - accounting/customers.csv org_097 raw row
      - crm/companies.csv org_097 raw row
      - product_analytics/tenants.csv org_097 raw row
    - accounting/invoice_lines.csv inv_097_003:1 raw row
    - accounting/invoices.csv inv_097_003 raw row
    - accounting/payments.csv pay_097_003 raw row
AI facts page block
- Penwortham Mutual growing AI record
  - Penwortham Mutual – New entity
    - Penwortham Mutual entity
      - accounting/customers.csv org_097 raw row
      - crm/companies.csv org_097 raw row
      - product_analytics/tenants.csv org_097 raw row
    - contracts/order_form_lines.csv ctr_097_01:1 raw row
    - contracts/order_form_lines.csv ctr_097_01:2 raw row
    - contracts/order_forms.csv ctr_097_01 raw row
    - crm/deal_line_items.csv deal_097_01:1 raw row
    - crm/deal_line_items.csv deal_097_01:2 raw row
    - +7 more
  - Penwortham Mutual: executed Enterprise paper AI record
    - Penwortham Mutual - Security Questionnaire entity
      - Penwortham Mutual entity
        accounting/customers.csv org_097 raw row
        crm/companies.csv org_097 raw row
        product_analytics/tenants.csv org_097 raw row
      - document_store/files.csv doc_097_001 raw row
    - Penwortham Mutual - Proposal v1 entity
      - Penwortham Mutual entity
        accounting/customers.csv org_097 raw row
        crm/companies.csv org_097 raw row
        product_analytics/tenants.csv org_097 raw row
      - document_store/files.csv doc_097_002 raw row
    - Penwortham Mutual - Proposal entity
      - Penwortham Mutual entity
        accounting/customers.csv org_097 raw row
        crm/companies.csv org_097 raw row
        product_analytics/tenants.csv org_097 raw row
      - document_store/files.csv doc_097_003 raw row
    - Penwortham Mutual - Master Services Agreement v2 entity
      - Penwortham Mutual entity
        accounting/customers.csv org_097 raw row
        crm/companies.csv org_097 raw row
        product_analytics/tenants.csv org_097 raw row
      - document_store/files.csv doc_097_004 raw row
    - Penwortham Mutual - Master Services Agreement (signed) entity
      - Penwortham Mutual entity
        accounting/customers.csv org_097 raw row
        crm/companies.csv org_097 raw row
        product_analytics/tenants.csv org_097 raw row
      - document_store/files.csv doc_097_005 raw row
    - Penwortham Mutual - Data Processing Agreement (signed) entity
      - Penwortham Mutual entity
        accounting/customers.csv org_097 raw row
        crm/companies.csv org_097 raw row
        product_analytics/tenants.csv org_097 raw row
      - document_store/files.csv doc_097_006 raw row
    - +11 more
  - INV-097-0001 entity
    - Penwortham Mutual entity
      - accounting/customers.csv org_097 raw row
      - crm/companies.csv org_097 raw row
      - product_analytics/tenants.csv org_097 raw row
    - accounting/invoice_lines.csv inv_097_001:1 raw row
    - accounting/invoices.csv inv_097_001 raw row
    - accounting/payments.csv pay_097_001 raw row
  - INV-097-0002 entity
    - Penwortham Mutual entity
      - accounting/customers.csv org_097 raw row
      - crm/companies.csv org_097 raw row
      - product_analytics/tenants.csv org_097 raw row
    - accounting/invoice_lines.csv inv_097_002:1 raw row
    - accounting/invoices.csv inv_097_002 raw row
    - accounting/payments.csv pay_097_002 raw row
  - INV-097-0003 entity
    - Penwortham Mutual entity
      - accounting/customers.csv org_097 raw row
      - crm/companies.csv org_097 raw row
      - product_analytics/tenants.csv org_097 raw row
    - accounting/invoice_lines.csv inv_097_003:1 raw row
    - accounting/invoices.csv inv_097_003 raw row
    - accounting/payments.csv pay_097_003 raw row
  - Discovery: partner scheme data visibility AI record
    - Penwortham Mutual / BB-Demo – Discovery entity
      - Penwortham Mutual entity
        accounting/customers.csv org_097 raw row
        crm/companies.csv org_097 raw row
        product_analytics/tenants.csv org_097 raw row
      - call_recorder/calls.csv call_097_001 raw row
    - Penwortham Mutual entity
      - accounting/customers.csv org_097 raw row
      - crm/companies.csv org_097 raw row
      - product_analytics/tenants.csv org_097 raw row
  - +47 more
Contacts page block
- Clare Huddleston entity
  - Penwortham Mutual entity
    - accounting/customers.csv org_097 raw row
    - crm/companies.csv org_097 raw row
    - product_analytics/tenants.csv org_097 raw row
  - crm/contacts.csv per_9701:org_097 raw row
  - product_analytics/users.csv usr_097_002 raw row
- Bernard Haslam entity
  - Penwortham Mutual entity
    - accounting/customers.csv org_097 raw row
    - crm/companies.csv org_097 raw row
    - product_analytics/tenants.csv org_097 raw row
  - crm/contacts.csv per_9702:org_097 raw row
  - product_analytics/users.csv usr_097_003 raw row
- Phil Catterall entity
  - Penwortham Mutual entity
    - accounting/customers.csv org_097 raw row
    - crm/companies.csv org_097 raw row
    - product_analytics/tenants.csv org_097 raw row
  - crm/contacts.csv per_9703:org_097 raw row
  - product_analytics/users.csv usr_097_001 raw row
- Lynne Waring entity
  - Penwortham Mutual entity
    - accounting/customers.csv org_097 raw row
    - crm/companies.csv org_097 raw row
    - product_analytics/tenants.csv org_097 raw row
  - crm/contacts.csv per_9704:org_097 raw row
- Rizwan Patel entity
  - Penwortham Mutual entity
    - accounting/customers.csv org_097 raw row
    - crm/companies.csv org_097 raw row
    - product_analytics/tenants.csv org_097 raw row
  - crm/contacts.csv per_9705:org_097 raw row
Open deals (not yet analysed) page block
- Penwortham Mutual entity
  - accounting/customers.csv org_097 raw row
  - crm/companies.csv org_097 raw row
  - product_analytics/tenants.csv org_097 raw row
Documents page block
- Penwortham Mutual - Security Questionnaire entity
  - Penwortham Mutual entity
    - accounting/customers.csv org_097 raw row
    - crm/companies.csv org_097 raw row
    - product_analytics/tenants.csv org_097 raw row
  - document_store/files.csv doc_097_001 raw row
- Penwortham Mutual - Proposal v1 entity
  - Penwortham Mutual entity
    - accounting/customers.csv org_097 raw row
    - crm/companies.csv org_097 raw row
    - product_analytics/tenants.csv org_097 raw row
  - document_store/files.csv doc_097_002 raw row
- Penwortham Mutual - Proposal entity
  - Penwortham Mutual entity
    - accounting/customers.csv org_097 raw row
    - crm/companies.csv org_097 raw row
    - product_analytics/tenants.csv org_097 raw row
  - document_store/files.csv doc_097_003 raw row
- Penwortham Mutual - Master Services Agreement v2 entity
  - Penwortham Mutual entity
    - accounting/customers.csv org_097 raw row
    - crm/companies.csv org_097 raw row
    - product_analytics/tenants.csv org_097 raw row
  - document_store/files.csv doc_097_004 raw row
- Penwortham Mutual - Master Services Agreement (signed) entity
  - Penwortham Mutual entity
- +2 more
hero page block
Key facts page block
Evidence trail page block
The story page block
Next step page block
Open tickets page block
Profile page block
Sources page block
Platform usage page block

Computedmade from

Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Usage

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

Data	Records
Organisations	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Penwortham Mutual

AI facts

Profile

AI opinion

Key facts

Next step

The story

ARR journey

Platform usage

Documents

Open deals

Open tickets

Activity

Contacts

Evidence trail

Help & Support

Help & Support

How to use the site

How to ask

What the data covers

Who to contact

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