Who they are
Insight
Current to 11 Oct 26Julian Ferrers is Rookhaven's Chief Operating Officer and the CRM economic buyer. He wants security and procurement review before any signature, asked for a written price breakdown, and stresses cost discipline. The 18 Dec 2026 close is only a plan.
Role: Chief Operating Officer at Rookhaven Asset Management, recorded in the CRM as economic buyer. He was on the 9 Jun 2026 discovery call and is the customer voice in the post-discovery thread.
Influence: both reads mark him as a decision-maker. He sets the order of play: security and procurement first, commercials after. He asked for a written breakdown, said cost discipline matters, and asked which other firms in the sector use BB-Demo.
Watch: he wants the operational risk of a failed nightly refresh or stale data set out plainly. The thread does not show the security pack, the refresh note or a reference answer being sent. The evidence does not show any contact since 9 Jun 2026.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Rookhaven Asset Management | Chief Operating Officer | economic_buyer | julian.ferrers@rookhaven.example |
Activity
- 21 Oct 2026callRookhaven Asset Management / BB-Demo – Negotiation
+1
- 9 Jun 2026email_threadRookhaven: notes after discovery and what comes next
- 9 Jun 2026callRookhaven Asset Management / BB-Demo – Discovery
- 23 Sep 2025eventRevenue leaders roundtable
+9