Rookhaven Asset Management

Proposal · £155,000/yr

made from

AI facts

Not yet analysedThe assessment record assessment:org_040 has not been written yet.

AImade from

AI opinion

Not yet analysedThe assessment record assessment:org_040 has not been written yet.

AImade from

Next step

Not yet analysedThe next steps record next_steps:org_040 has not been written yet.

AImade from

Profile

Updated 9 Oct 26

IndustryAsset management
Websiterookhaven.example
CountryUnited Kingdom
HQ cityLondon
Size350 employees
CRM ownerTom Ashdown
TypeOpportunity

CRMmade from

Key facts

Updated 9 Oct 26

Renewal, term and seat rows appear once the signals record is built.

Open dealProposal · £155,000
Last contact17 Sep 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; 1 drafts hang on their executed paper; 3 not yet analysed. 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

Proposals (2)
- Rookhaven Asset Management - Proposal v1 draft · proposal · 9 Sep 2026
- Rookhaven Asset Management - Proposal issued · proposal · 14 Sep 2026
Security (1)
- Rookhaven Asset Management - Security Questionnaire issued · security questionnaire · 1 Aug 2026

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Rookhaven Asset Management – New	proposal	£155,000	18 Dec 2026

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

21 Oct 2026callRookhaven Asset Management / B-Brain – Negotiation Tom Ashdown, Owen Tallis, Julian Ferrers, Charlotte Ainsley+1
22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Toby Mellor, Nathan Booth, Rebecca Nuttall, Imran Qureshi, Liz Waddington, Marie Wouters, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly Illingworth+12
16 Sep 2026email_threadSales thread, 3 messages Tom Ashdown, Eleanor Whitlock
15 Sep 2026callRookhaven Asset Management / B-Brain – Proposal Tom Ashdown, Eleanor Whitlock
14 Sep 2026documentRookhaven Asset Management - Proposal Tom Ashdown
9 Sep 2026email_threadSales thread, 2 messages Tom Ashdown, Eleanor Whitlock
9 Sep 2026documentRookhaven Asset Management - Proposal v1 Tom Ashdown
20 Aug 2026callRookhaven Asset Management / B-Brain – Demo Tom Ashdown, Hannah Lowe, Eleanor Whitlock, Neha Kapoor, Henry Calloway+2
14 Aug 2026email_threadSales thread, 2 messages Tom Ashdown, Eleanor Whitlock
1 Aug 2026documentRookhaven Asset Management - Security Questionnaire Theo Gallagher
29 Jul 2026email_threadSales thread, 2 messages Tom Ashdown, Theo Gallagher, Eleanor Whitlock, Henry Calloway+1
28 Jul 2026callRookhaven Asset Management / B-Brain – Demo Tom Ashdown, Theo Gallagher, Eleanor Whitlock, Henry Calloway+1
9 Jun 2026email_threadSales thread, 3 messages Tom Ashdown, Eleanor Whitlock, Julian Ferrers
9 Jun 2026callRookhaven Asset Management / B-Brain – Discovery Tom Ashdown, Eleanor Whitlock, Julian Ferrers
3 Jun 2026email_threadSales thread, 2 messages Tom Ashdown, Eleanor Whitlock
20 Apr 2026dealRookhaven Asset Management – New Tom Ashdown, Eleanor Whitlock
23 Sep 2025eventRevenue leaders roundtable Alice Brewer, Claire Haddon, Ravi Atherton, Sam Yates, Emma Haworth, Ian Fairclough, Kirsty Ingham, Megan Ibbotson, Marloes Hendriks, Annika Lund, Emma Illingworth, Julian Ferrers+9
4 Aug 2025newsResults news, Rookhaven Asset Management
19 Jun 2025eventB-Brain webinar Alice Brewer, Toby Underwood, Asif Jagger, Emma Haworth, Ian Fairclough, Nathan Booth, Gavin Tyldesley, Faye Metcalfe, Ade Ogunleye+6
15 May 2025eventB-Brain webinar Sofia Marchetti, Ravi Atherton, Elliot Allott, Neil Entwistle, Ravi Riley, Mark Ellwood, Craig Holt, Johan Berglund, Henry Calloway, Neha Kapoor, Marie Goossens+8
30 Apr 2025email_threadEvent thread, 1 messages Sofia Marchetti, Henry Calloway
17 Oct 2024eventB-Brain webinar Sofia Marchetti, Rajesh Mistry, Elliot Allott, Sam Yates, Asif Jagger, Lee Garside, Tariq Hussain, Diane Cropper, Anders Thomsen, Dan Firth, Neha Kapoor+8
28 Sep 2024email_threadEvent thread, 1 messages Sofia Marchetti, Neha Kapoor
18 Jan 2024eventB-Brain webinar Nell Ashcombe, Claire Haddon, Toby Underwood, Zoe Nuttall, Toby Mellor, Neha Kapoor, Luke Allott+4
13 Jan 2024email_threadEvent thread, 1 messages Nell Ashcombe, Neha Kapoor

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

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. 28 AI records in this trail are not yet analysed.

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

Activity page block
- Rookhaven Asset Management / B-Brain – Discovery entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - call_recorder/calls.csv call_040_001 raw row
- Rookhaven Asset Management / B-Brain – Demo entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - call_recorder/calls.csv call_040_002 raw row
- Rookhaven Asset Management / B-Brain – Demo entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - call_recorder/calls.csv call_040_003 raw row
- Rookhaven Asset Management / B-Brain – Proposal entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - call_recorder/calls.csv call_040_004 raw row
- Rookhaven Asset Management / B-Brain – Negotiation entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - call_recorder/calls.csv call_040_005 raw row
- Rookhaven Asset Management – New entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - crm/deal_line_items.csv deal_040_01:1 raw row
  - crm/deal_line_items.csv deal_040_01:2 raw row
  - crm/deal_stage_history.csv deal_040_01:1 raw row
  - crm/deal_stage_history.csv deal_040_01:2 raw row
  - crm/deal_stage_history.csv deal_040_01:3 raw row
  - +2 more
- +19 more
AI opinion (not yet analysed) page block
- not yet analysed AI record
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_040 facts table
  - Rookhaven Asset Management – New entity
    - Rookhaven Asset Management entity
      - crm/companies.csv org_040 raw row
    - crm/deal_line_items.csv deal_040_01:1 raw row
    - crm/deal_line_items.csv deal_040_01:2 raw row
    - crm/deal_stage_history.csv deal_040_01:1 raw row
    - crm/deal_stage_history.csv deal_040_01:2 raw row
    - crm/deal_stage_history.csv deal_040_01:3 raw row
    - +2 more
AI facts (not yet analysed) page block
- not yet analysed AI record
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
Contacts page block
- Eleanor Whitlock entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - crm/contacts.csv per_4001:org_040 raw row
- Julian Ferrers entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - crm/contacts.csv per_4002:org_040 raw row
- Ade Ogunleye entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - crm/contacts.csv per_4003:org_040 raw row
- Charlotte Ainsley entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - crm/contacts.csv per_4004:org_040 raw row
- Henry Calloway entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - crm/contacts.csv per_4005:org_040 raw row
- Neha Kapoor entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - crm/contacts.csv per_4006:org_040 raw row
Open deals page block
- Rookhaven Asset Management – New entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - crm/deal_line_items.csv deal_040_01:1 raw row
  - crm/deal_line_items.csv deal_040_01:2 raw row
  - crm/deal_stage_history.csv deal_040_01:1 raw row
  - crm/deal_stage_history.csv deal_040_01:2 raw row
  - crm/deal_stage_history.csv deal_040_01:3 raw row
  - +2 more
Documents page block
- Rookhaven Asset Management - Security Questionnaire entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - document_store/files.csv doc_040_001 raw row
- Rookhaven Asset Management - Proposal v1 entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - document_store/files.csv doc_040_002 raw row
- Rookhaven Asset Management - Proposal entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - document_store/files.csv doc_040_003 raw row
hero page block
- not yet analysed AI record
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
- Rookhaven Asset Management – New entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - crm/deal_line_items.csv deal_040_01:1 raw row
  - crm/deal_line_items.csv deal_040_01:2 raw row
  - crm/deal_stage_history.csv deal_040_01:1 raw row
  - crm/deal_stage_history.csv deal_040_01:2 raw row
  - crm/deal_stage_history.csv deal_040_01:3 raw row
  - +2 more
- facts.reconciliation_t0:org_040 facts table
  - Rookhaven Asset Management – New entity
    - Rookhaven Asset Management entity
      - crm/companies.csv org_040 raw row
    - crm/deal_line_items.csv deal_040_01:1 raw row
    - crm/deal_line_items.csv deal_040_01:2 raw row
    - crm/deal_stage_history.csv deal_040_01:1 raw row
    - crm/deal_stage_history.csv deal_040_01:2 raw row
    - crm/deal_stage_history.csv deal_040_01:3 raw row
    - +2 more
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
- Rookhaven Asset Management entity
  - crm/companies.csv org_040 raw row
- not yet analysed signals (no model)
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
Key facts page block
- Rookhaven Asset Management – New entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - crm/deal_line_items.csv deal_040_01:1 raw row
  - crm/deal_line_items.csv deal_040_01:2 raw row
  - crm/deal_stage_history.csv deal_040_01:1 raw row
  - crm/deal_stage_history.csv deal_040_01:2 raw row
  - crm/deal_stage_history.csv deal_040_01:3 raw row
  - +2 more
- facts.reconciliation_t0:org_040 facts table
  - Rookhaven Asset Management – New entity
    - Rookhaven Asset Management entity
      - crm/companies.csv org_040 raw row
    - crm/deal_line_items.csv deal_040_01:1 raw row
    - crm/deal_line_items.csv deal_040_01:2 raw row
    - crm/deal_stage_history.csv deal_040_01:1 raw row
    - crm/deal_stage_history.csv deal_040_01:2 raw row
    - crm/deal_stage_history.csv deal_040_01:3 raw row
    - +2 more
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
- Rookhaven Asset Management entity
  - crm/companies.csv org_040 raw row
- not yet analysed signals (no model)
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
- thr_040_0009 entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - mailbox/messages.csv thr_040_0009:1 raw row
  - mailbox/messages.csv thr_040_0009:2 raw row
  - mailbox/messages.csv thr_040_0009:3 raw row
  - mailbox/threads.csv thr_040_0009 raw row
Evidence trail page block
- Rookhaven Asset Management entity
  - crm/companies.csv org_040 raw row
The story (not yet analysed) page block
- not yet analysed AI record
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
Next step (not yet analysed) page block
- not yet analysed AI record
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
Open tickets (not yet analysed) page block
- Rookhaven Asset Management entity
  - crm/companies.csv org_040 raw row
Profile page block
- Tom Ashdown entity
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row
  - hr/employees.csv emp_102 raw row
  - hr/employment_events.csv emp_102:2023-07-03:hire raw row
  - hr/time_off.csv emp_102:2023-07-17 raw row
  - hr/time_off.csv emp_102:2023-08-02 raw row
  - hr/time_off.csv emp_102:2023-09-11 raw row
  - +29 more
- Rookhaven Asset Management entity
  - crm/companies.csv org_040 raw row
Sources page block
- Rookhaven Asset Management entity
  - crm/companies.csv org_040 raw row
Platform usage (not yet analysed) page block
- facts.usage_monthly:org_040 facts table
  - product_analytics/usage_daily.csv org_040:* raw row
- not yet analysed signals (no model)
  - Rookhaven Asset Management entity
    - crm/companies.csv org_040 raw row

Computedmade from

Sources 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

Data	Records
Organisations	75
People at customers	290
B-Brain staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

Rookhaven Asset Management

AI facts

AI opinion

Next step

Profile

Key facts

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

Ask B