Ravensholt Capital

AI facts

Current to 14 Oct 26

Ravensholt Capital, an Edinburgh asset manager, is a prospect with no executed order form, no invoices and no usage on record. The open new deal is for the Growth tier at £62k, with an ACV of £50k, at CRM stage demo and expected to close on 27 Nov 2026. A proposal call with Neil Barlow is booked for 13 Oct 2026. BB-Demo answered a security questionnaire dated 2 Oct 2026, and Neil's IT team wants to review the security material.

Read from 3 calls · 1 deals · 3 people · 1 documents, newest 2 Oct 26

AImade from

Profile

Updated 9 Oct 26

IndustryAsset management
Websiteravensholt.example
CountryUnited Kingdom
HQ cityEdinburgh
Size140 employees
CRM ownerLewis Kerr
TypeProspectdiffers
StateProspect

CRMmade from

AI opinion

Current to 14 Oct 26

Prospect, because Ravensholt Capital has an open Growth deal but no executed paper. Neil Barlow responded well to the demo, yet the signatory is not shown and the quoted price shifted between calls. The opportunity is a Growth contract for a client-service team of thirty to forty.

Signals Ravensholt Capital – New Ravensholt Capital / BB-Demo – Discovery Ravensholt Capital / BB-Demo – Demo Emma Quinn Ravensholt Capital - Security Questionnaire

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Open dealDemo · £62,000
Last contact28 Sep 2026

Computedmade from

Next step

Current to 14 Oct 26

What: Lewis Kerr sends Neil Barlow one reconciled Growth price, with subscription and implementation shown separately, before the 13 Oct 2026 proposal call. proposal
Who: Lewis Kerr
When: This week by 9 Oct 2026
Why: Lewis Kerr should settle one Growth price before the 13 Oct 2026 proposal call with Neil Barlow. Discovery and the demo gave different figures. He should also use the call to bring in Emma Quinn, the economic buyer, and set up the IT security review.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

The story

Current to 14 Oct 26

Prospect

Prospect: Ravensholt Capital has an open Growth deal at CRM stage demo for £62k but no executed paper, a price that shifted between calls and no economic buyer engaged. Lewis Kerr must send one reconciled price before the 13 Oct 2026 proposal call.

Prospect is the status for Ravensholt Capital: an open Growth deal at CRM stage demo for £62k, expected to close on 27 Nov 2026. Nothing is executed, so there is no contracted price, term or renewal date.

There is no usage, no tickets and no invoices yet. Neil Barlow, Head of Operations and CRM champion, joined both calls and called the 28 Sep 2026 demo quite impressive; Emma Quinn, the economic buyer, has not appeared.

The quoted price shifted: £44k a year plus a £12k implementation at discovery, then sixty-two thousand for year one at the demo. Neil's IT team still wants to review the security material.

Lewis Kerr owns the next step: send Neil one reconciled Growth price, subscription and implementation shown separately, by 9 Oct 2026, signed off by Owen Tallis. The proposal call is booked for 13 Oct 2026 at 15:15.

AI · claude-opus-5-5 · 14 Oct 2026

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

1 documents in 1 folders. 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

Security (1)
- Growth tier security questionnaire answers issued · security questionnaire · 2 Oct 2026

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Ravensholt Capital – New	demo	£62,000	27 Nov 2026

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

13 Oct 2026callRavensholt Capital / BB-Demo – Proposal Lewis Kerr, Neil Barlow
2 Oct 2026documentRavensholt Capital - Security Questionnaire Hannah Lowe
28 Sep 2026callRavensholt Capital / BB-Demo – Demo Lewis Kerr, Theo Gallagher, Neil Barlow
9 Sep 2026callRavensholt Capital / BB-Demo – Discovery Lewis Kerr, Neil Barlow
18 Aug 2026dealRavensholt Capital – New Lewis Kerr, Neil Barlow
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
27 May 2025eventRevenue leaders roundtable Sofia Marchetti, Jenna Price, Helen Marsden, Ravi Atherton, Sofie Claes, Johan Ekström, Neil Entwistle, Noel Cronin, Ashley Chen, Melvin Goh, Gina Ferraro, Howard Feinberg, Nikhil Rao, Josh Pearce, Huw Bevan, Clive Wardle, Harry Kitching, Beth Venn, Mohammed Hanif, Andre Baptiste, Brent Overholt, Geneviève Lalonde, Alyssa Jenkins, Emma Quinn, Priti Haworth, Alexa Fraser, Henrik Lorenz, Carl Whittle, Aoife Mulcahy, Declan Moran, Siobhán Nolan, Ronan Healy, Kayleigh Roberts, Liam Corner, Megan Statham+32

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

Ravensholt Capital's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 4 AI summaries of 5 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 4 pages. 1 AI record in this trail is not yet analysed.

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

Activity page block
- Ravensholt Capital / BB-Demo – Discovery entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - call_recorder/calls.csv call_037_001 raw row
- Ravensholt Capital / BB-Demo – Demo entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - call_recorder/calls.csv call_037_002 raw row
- Ravensholt Capital / BB-Demo – Proposal entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - call_recorder/calls.csv call_037_003 raw row
- Ravensholt Capital – New entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - crm/deal_line_items.csv deal_037_01:1 raw row
  - crm/deal_line_items.csv deal_037_01:2 raw row
  - crm/deal_stage_history.csv deal_037_01:1 raw row
  - crm/deal_stage_history.csv deal_037_01:2 raw row
  - crm/deal_stage_history.csv deal_037_01:3 raw row
  - +1 more
- Ravensholt Capital - Security Questionnaire entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - document_store/files.csv doc_037_001 raw row
- Revenue leaders roundtable entity
  - event_platform/events.csv evt_0967_roundtable raw row
  - event_platform/registrations.csv evt_0967_roundtable:per_0402 raw row
  - event_platform/registrations.csv evt_0967_roundtable:per_0701 raw row
  - event_platform/registrations.csv evt_0967_roundtable:per_1102 raw row
  - event_platform/registrations.csv evt_0967_roundtable:per_11403 raw row
  - event_platform/registrations.csv evt_0967_roundtable:per_11503 raw row
  - +29 more
- +1 more
AI opinion page block
- Ravensholt Capital prospect AI record
  - Ravensholt Capital – New entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - crm/deal_line_items.csv deal_037_01:1 raw row
    - crm/deal_line_items.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:1 raw row
    - crm/deal_stage_history.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:3 raw row
    - +1 more
  - Ravensholt Capital: no executed paper held AI record
    - Ravensholt Capital - Security Questionnaire entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - document_store/files.csv doc_037_001 raw row
    - Ravensholt Security Questionnaire v1 AI record
      - Ravensholt Capital - Security Questionnaire entity
        Ravensholt Capital entity
        crm/companies.csv org_037 raw row
        document_store/files.csv doc_037_001 raw row
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Discovery: Growth tier for client-service team AI record
    - Ravensholt Capital / BB-Demo – Discovery entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - call_recorder/calls.csv call_037_001 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Demo on Ravensholt client and email data AI record
    - Ravensholt Capital / BB-Demo – Demo entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - call_recorder/calls.csv call_037_002 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Ravensholt Security Questionnaire v1 AI record
    - Ravensholt Capital - Security Questionnaire entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - document_store/files.csv doc_037_001 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - +5 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_037 facts table
  - Ravensholt Capital – New entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - crm/deal_line_items.csv deal_037_01:1 raw row
    - crm/deal_line_items.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:1 raw row
    - crm/deal_stage_history.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:3 raw row
    - +1 more
AI facts page block
- Ravensholt Capital prospect AI record
  - Ravensholt Capital – New entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - crm/deal_line_items.csv deal_037_01:1 raw row
    - crm/deal_line_items.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:1 raw row
    - crm/deal_stage_history.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:3 raw row
    - +1 more
  - Ravensholt Capital: no executed paper held AI record
    - Ravensholt Capital - Security Questionnaire entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - document_store/files.csv doc_037_001 raw row
    - Ravensholt Security Questionnaire v1 AI record
      - Ravensholt Capital - Security Questionnaire entity
        Ravensholt Capital entity
        crm/companies.csv org_037 raw row
        document_store/files.csv doc_037_001 raw row
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Discovery: Growth tier for client-service team AI record
    - Ravensholt Capital / BB-Demo – Discovery entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - call_recorder/calls.csv call_037_001 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Demo on Ravensholt client and email data AI record
    - Ravensholt Capital / BB-Demo – Demo entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - call_recorder/calls.csv call_037_002 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Ravensholt Security Questionnaire v1 AI record
    - Ravensholt Capital - Security Questionnaire entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - document_store/files.csv doc_037_001 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - +5 more
Contacts page block
- Neil Barlow entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - crm/contacts.csv per_3701:org_037 raw row
- Emma Quinn entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - crm/contacts.csv per_3702:org_037 raw row
- Ed Lomax entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - crm/contacts.csv per_3703:org_037 raw row
Open deals page block
- Ravensholt Capital – New entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - crm/deal_line_items.csv deal_037_01:1 raw row
  - crm/deal_line_items.csv deal_037_01:2 raw row
  - crm/deal_stage_history.csv deal_037_01:1 raw row
  - crm/deal_stage_history.csv deal_037_01:2 raw row
  - crm/deal_stage_history.csv deal_037_01:3 raw row
  - +1 more
Documents page block
- Ravensholt Capital - Security Questionnaire entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - document_store/files.csv doc_037_001 raw row
hero page block
- Ravensholt Capital prospect AI record
  - Ravensholt Capital – New entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - crm/deal_line_items.csv deal_037_01:1 raw row
    - crm/deal_line_items.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:1 raw row
    - crm/deal_stage_history.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:3 raw row
    - +1 more
  - Ravensholt Capital: no executed paper held AI record
    - Ravensholt Capital - Security Questionnaire entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - document_store/files.csv doc_037_001 raw row
    - Ravensholt Security Questionnaire v1 AI record
      - Ravensholt Capital - Security Questionnaire entity
        Ravensholt Capital entity
        crm/companies.csv org_037 raw row
        document_store/files.csv doc_037_001 raw row
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Discovery: Growth tier for client-service team AI record
    - Ravensholt Capital / BB-Demo – Discovery entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - call_recorder/calls.csv call_037_001 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Demo on Ravensholt client and email data AI record
    - Ravensholt Capital / BB-Demo – Demo entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - call_recorder/calls.csv call_037_002 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Ravensholt Security Questionnaire v1 AI record
    - Ravensholt Capital - Security Questionnaire entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - document_store/files.csv doc_037_001 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - +5 more
- Ravensholt Capital – New entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - crm/deal_line_items.csv deal_037_01:1 raw row
  - crm/deal_line_items.csv deal_037_01:2 raw row
  - crm/deal_stage_history.csv deal_037_01:1 raw row
  - crm/deal_stage_history.csv deal_037_01:2 raw row
  - crm/deal_stage_history.csv deal_037_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_037 facts table
  - Ravensholt Capital – New entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - crm/deal_line_items.csv deal_037_01:1 raw row
    - crm/deal_line_items.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:1 raw row
    - crm/deal_stage_history.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:3 raw row
    - +1 more
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
- Ravensholt Capital entity
  - crm/companies.csv org_037 raw row
- Signals: Ravensholt Capital signals (no model)
  - Ravensholt Capital / BB-Demo – Proposal entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - call_recorder/calls.csv call_037_003 raw row
  - Ravensholt Capital – New entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - crm/deal_line_items.csv deal_037_01:1 raw row
    - crm/deal_line_items.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:1 raw row
    - crm/deal_stage_history.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:3 raw row
    - +1 more
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
Key facts page block
- Ravensholt Capital / BB-Demo – Demo entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - call_recorder/calls.csv call_037_002 raw row
- Ravensholt Capital – New entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - crm/deal_line_items.csv deal_037_01:1 raw row
  - crm/deal_line_items.csv deal_037_01:2 raw row
  - crm/deal_stage_history.csv deal_037_01:1 raw row
  - crm/deal_stage_history.csv deal_037_01:2 raw row
  - crm/deal_stage_history.csv deal_037_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_037 facts table
  - Ravensholt Capital – New entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - crm/deal_line_items.csv deal_037_01:1 raw row
    - crm/deal_line_items.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:1 raw row
    - crm/deal_stage_history.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:3 raw row
    - +1 more
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
- Ravensholt Capital entity
  - crm/companies.csv org_037 raw row
- Signals: Ravensholt Capital signals (no model)
  - Ravensholt Capital / BB-Demo – Proposal entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - call_recorder/calls.csv call_037_003 raw row
  - Ravensholt Capital – New entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - crm/deal_line_items.csv deal_037_01:1 raw row
    - crm/deal_line_items.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:1 raw row
    - crm/deal_stage_history.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:3 raw row
    - +1 more
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
Evidence trail page block
- Ravensholt Capital entity
  - crm/companies.csv org_037 raw row
The story page block
- Customer: Ravensholt Capital AI record
  - Ravensholt Capital prospect AI record
    - Ravensholt Capital – New entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - crm/deal_line_items.csv deal_037_01:1 raw row
      - crm/deal_line_items.csv deal_037_01:2 raw row
      - crm/deal_stage_history.csv deal_037_01:1 raw row
      - crm/deal_stage_history.csv deal_037_01:2 raw row
      - crm/deal_stage_history.csv deal_037_01:3 raw row
      - +1 more
    - Ravensholt Capital: no executed paper held AI record
      - Ravensholt Capital - Security Questionnaire entity
        Ravensholt Capital entity
        crm/companies.csv org_037 raw row
        document_store/files.csv doc_037_001 raw row
      - Ravensholt Security Questionnaire v1 AI record
    - +5 more
  - +2 more
Next step page block
Open tickets (not yet analysed) page block
Profile page block
Sources page block
Platform usage (not yet analysed) page block

Computedmade from

Sources AI · Calls · CRM · Documents · Events

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

Ravensholt Capital

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

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How to ask

What the data covers

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