Rookhaven Asset Management - Proposal v1
Documentdraft Rookhaven Asset Management · proposal · draft · 9 Sep 2026
Internal draft Enterprise proposal prepared by Tom Ashdown on 9 Sep 2026, not yet issued. Annual subscription £125k, deal amount £155k including implementation. Availability and P1 response are described, not stated as figures.
What it says
What this says
As at Fri 9 Oct 2026Internal draft Enterprise proposal prepared by Tom Ashdown on 9 Sep 2026, not yet issued. Annual subscription £125k, deal amount £155k including implementation. Availability and P1 response are described, not stated as figures.
What it is: an internal draft proposal for the Enterprise tier, marked "This draft is for internal review before it goes to Rookhaven Asset Management." It is not an order form and binds no one.
Commits: nothing yet. It sets out Enterprise scope, nightly refresh "Complete by 07:00 customer local time on business days" and service credits that "Cover availability and data freshness".
Unusual: the service levels name "The Enterprise availability service level" and "The Enterprise response time" without giving figures. The deal amount of £155k includes the one-off implementation, while the annual subscription is £125k.
Not settled: the connector list, the optional Premium support or Sandbox add-ons, data residency, and the security review timetable. Tom is still to "confirm all figures against the current price book before this is issued".
As found in this document
As at Fri 9 Oct 2026- Price£125,000Source: the AI read of this record
- Annual subscription price£125,000Source: the AI read of this record
- Deal amount (subscription plus implementation)£155,000Source: the AI read of this record
- Billingannual, billed in advance; quarterly billing is available on requestSource: the AI read of this record
- Payment termsStandard payment terms applySource: the AI read of this record
- AvailabilityThe Enterprise availability service levelSource: the AI read of this record
- Priority incident first responseThe Enterprise response time, the fastest of our tiersSource: the AI read of this record
- Nightly refreshComplete by 07:00 customer local time on business daysSource: the AI read of this record
- Service creditsCover availability and data freshnessSource: the AI read of this record
The document
Body
Rookhaven Asset Management - Proposal v1
Draft | Prepared by Tom Ashdown, Account Executive, BG-Demo | 9 Sep 2026
This draft is for internal review before it goes to Rookhaven Asset Management. Open points are listed at the end.
1. Context
Rookhaven Asset Management is a London asset manager serving institutional and wealth clients. Client service and distribution each hold part of the picture of a client, in different systems, and reconciling them is done by hand. Rookhaven is evaluating our Enterprise tier to give both teams one view of each client.
2. What BG-Demo proposes
BG-Demo builds and runs B-Glass inside Rookhaven's own Snowflake account. It is one AI-queryable layer over the CRM, calls, emails, tickets and finance data, so client-service and distribution teams ask questions of the brain rather than chase each other for answers.
Scope
Read the whole document (2,599 characters)
- Enterprise tier, company-wide, with pages, chat, search and the dashboards builder
- Connectors to the systems that hold client information, up to the Enterprise connector allowance
- SSO and SCIM for managed access
- An executive sponsor on the BG-Demo side
- Security review support as part of the implementation
- Quarterly business reviews with the customer success team
3. Service levels
| Item | Enterprise commitment |
|---|---|
| Availability | The Enterprise availability service level |
| Priority incident first response | The Enterprise response time, the fastest of our tiers |
| Nightly refresh | Complete by 07:00 customer local time on business days |
| Service credits | Cover availability and data freshness |
4. Commercials
| Line | Amount |
|---|---|
| Enterprise subscription, annual, billed in advance | £125k |
| One-off fixed-fee implementation | Included in the deal amount below |
| Deal amount (subscription plus implementation) | £155k |
The annual price of £125k is the recurring subscription. The deal amount of £155k is the total value of the deal and includes the one-off implementation fee. Quarterly billing is available on request. Standard payment terms apply.
5. Next steps
- Internal review of this draft.
- Confirm the connector list with Rookhaven.
- Agree the security review timetable.
- Issue the final proposal, then the order form under the MSA.
6. Open points
- Final list of connectors to be confirmed with Rookhaven.
- Whether Rookhaven wants the optional Premium support or Sandbox add-ons.
- Whether data residency needs to be discussed.
- Tom to confirm all figures against the current price book before this is issued.
Unusual terms
As at Fri 9 Oct 2026- Service levels referenced but no figures stated
- Deal amount includes one-off implementation