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Ravensholt Capital / BG-Demo – Proposal

Callscheduled

Ravensholt Capital · 13 Oct 2026 15:15

Who was there

BG-Demo

Them

Call prep

As at Fri 9 Oct 2026

First proposal call with Ravensholt Capital on an open Growth deal at £62k. The year-one price shifted between discovery and demo, the economic buyer has not been engaged, and IT security review is outstanding.

Context: Ravensholt Capital, an Edinburgh asset manager, is a prospect. Neil Barlow is the only contact on either call. The deal record holds £62k with an ACV of £50k, at CRM stage demo, expected to close on 27 Nov 2026.

Approach: Lewis Kerr should lead with one written price that shows subscription and implementation separately, signed off by Owen Tallis. Lewis should explain how it relates to the discovery and demo quotes. Then he should agree the next steps: Emma Quinn in the decision, and a security call with Theo Gallagher for Ravensholt's IT team.

Watch for: a third version of the price, which would cost trust. Also watch for a repeat of Neil's concern about the eight-week implementation effort. The records do not show whether the reconciled price reached Neil before the call.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

Booked

Updated 9 Oct 26

Date2026-10-13

Time15:15

Typeproposal

Statusscheduled

Transcript

No transcript: the call is scheduled and not recorded.

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Help & Support

B-Glass 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.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI 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.

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

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.