Penvarra Digital

Lost£0

AI facts

As at Fri 9 Oct 2026

Penvarra Digital has no contract with BG-Demo. Its Starter deal of £26k, including a £20k subscription, closed lost on 15 Dec 2023 because the customer chose a competitor. The CRM stage is lost, CRM ARR is £0, there are no invoices, and no usage or tickets are recorded. Two Starter proposals from Oct 2023 were never executed. The last interaction was a webinar invitation to Steve Yates on 30 Jun 2026, with no reply.

Read from 4 calls · 4 email threads · 2 news items · 1 deals · 3 people · 2 documents, newest 30 Jun 26

AImade from

Profile

Updated 9 Oct 26

IndustryMarketing services
Websitepenvarra.example
CountryUnited Kingdom
HQ cityBristol
Size90 employees
CRM ownerTom Ashdown
TypeProspectdiffers
StateLost

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the only deal closed lost to an unnamed competitor in Dec 2023, and nothing has been signed or invoiced since. Fiona Ingham's concerns about cash flow shaped the negotiation. The one opportunity is a win-back built on Steve Yates's earlier interest, if he responds.

Signals Penvarra Digital – New Document roll-up Penvarra Digital / BG-Demo – Negotiation Pricing discussion BG-Demo webinar, 16 Jul 2026

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

AImade from

Key facts

Updated 9 Oct 26

Last contact30 Jun 2026

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Tom Ashdown sends Steve Yates a personal follow-up to the webinar invitation and offers a short demo on Penvarra Digital's own data. Re engage
Who: Tom Ashdown
When: This week by 9 Oct 2026
Why: Tom Ashdown should follow up the unanswered 30 Jun 2026 webinar invitation with a personal note to Steve Yates. It should offer a short demo on Penvarra Digital's own data and test whether a Starter win-back is open.

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

AImade from

The story

As at Fri 9 Oct 2026

Lost

Lost: Penvarra Digital chose a competitor and its only deal, a £26k Starter deal, closed lost on 15 Dec 2023. Nothing was executed or invoiced. Tom Ashdown should re-engage Steve Yates with a personal note and a demo offer.

Lost. Penvarra Digital's only deal, a £26k Starter deal with a £20k subscription, closed lost on 15 Dec 2023 when it chose a competitor. Neither Oct 2023 proposal was executed, nothing was invoiced and CRM ARR is £0.

No usage, tickets or connectors are recorded, so there is no trend to quote. Tom Ashdown led four calls with Toby Lister, Head of Data and champion, while Fiona Ingham, Managing Director, pressed on price and cash flow.

The only contact since 2023 is Alice Brewer's webinar invitation to Steve Yates on 30 Jun 2026, still unanswered. The records do not show whether the competitor's product remains in place.

Tom should send Steve a personal follow-up offering a short demo on Penvarra Digital's own data by 9 Oct 2026, once Owen Tallis has agreed Starter win-back terms.

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

AImade from

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Updated 9 Oct 26

2 documents in 1 folders; 1 drafts hang on their executed paper. 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)
- Draft Starter tier proposal draft · proposal · 11 Oct 2023
- Starter tier proposal and pricing issued · proposal · 16 Oct 2023

Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

16 Jul 2026eventBG-Demo webinar Alice Brewer, Callum Reid, Fran Whiting, Asif Jagger, Claire Ackroyd, Jamal Edwards, Russell Bland, Adrian Mellor, Abigail Hinchliffe, Brenda Oldroyd, Maureen Ellis, Kayla Ramirez, Lieke Hermans, Beth Venn, Roy Saxton, Travis Whitaker, Chris Jagger, Ian Brearley, Imran Qureshi, Siobhán Dunne, Gráinne Lynch, Lucas Goossens, Jonas Hofmann, Vicky Brearley, Steve Yates, Donna Dobson, Kirsty Hollis, Sara Forsberg, Aaron Goh, Tariq Saleem, Neil Ashworth, Trent Nakamura, Bryony Searle, Nadia Bashir, Leanne Armstrong, Tomasz Wiśniewski, Joost van der Linden, Joanne Unwin, Anthony Garrow, Tracey Bainbridge, Yara El Idrissi+38
30 Jun 2026email threadBG-Demo webinar, 16 Jul 2026 Alice Brewer, Steve Yates
26 May 2026eventRevenue leaders roundtable Alice Brewer, Kofi Mensah, Ellie Rowcliffe, Derek Imrie, Priti Marsden, Brendan O'Mahony, Natasha Pryor, Imran Hussain, Daan Visser, Ruben Dekker, Andrew Pickering, Allison Pereira, Cian O'Leary, Shane Twomey, Dylan Price, Jonathan Marsden, Anita Mistry, Luke Oakes, Lindsay Pallister, Hector Villarreal, Diarmuid Kenny, Jens Maes, Jas Dhillon, Darragh Quinlan, Laurent Brisset, Rebecca Nuttall, Dan Kitching, Bas Vermeulen, Erik Wallin, Jess Mitchell, Fiona Ingham, Vicky Eccles, Ed Kershaw, Desmond Oyelaran, Shauna Pettibone, Douglas Forsyth, Femi Olatunji, Joost van der Linden, Mirjam Hendriks, Ailsa Dunlop, Petra Lüders, Julia Hartmann+39
20 Nov 2023email threadPricing discussion Tom Ashdown, Owen Tallis, Fiona Ingham, Toby Lister+1
17 Nov 2023callPenvarra Digital / BG-Demo – Negotiation Tom Ashdown, Owen Tallis, Fiona Ingham, Toby Lister+1
18 Oct 2023callPenvarra Digital / BG-Demo – Proposal Tom Ashdown, Toby Lister
16 Oct 2023documentPenvarra Digital - Proposal Tom Ashdown
13 Oct 2023email threadProposal call, next week? Tom Ashdown, Toby Lister
11 Oct 2023documentPenvarra Digital - Proposal v1 Tom Ashdown
21 Sep 2023callPenvarra Digital / BG-Demo – Demo Tom Ashdown, Tobias Renwick, Toby Lister, Steve Yates+1
4 Sep 2023newsPenvarra Digital launches advanced marketing analytics platform
22 Aug 2023email threadFollow-up from our call Tom Ashdown, Toby Lister
21 Aug 2023callPenvarra Digital / BG-Demo – Discovery Tom Ashdown, Toby Lister
19 Jul 2023dealPenvarra Digital – New Tom Ashdown, Toby Lister
16 May 2023newsPenvarra Digital reports solid financial performance

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership AI records not written yet

Key

Source rows
Raw things
People
Organisation
Organisation AI
Pages
AI-written record (ring)
AI record not written yet
belongs to the organisation (one line per group)
Size: how many records a group holds

Penvarra Digital's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 12 AI summaries of 13 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 5 pages.

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

Activity page block
- Penvarra Digital / BG-Demo – Discovery entity
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
  - call_recorder/calls.csv call_039_001 raw row
- Penvarra Digital / BG-Demo – Demo entity
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
  - call_recorder/calls.csv call_039_002 raw row
- Penvarra Digital / BG-Demo – Proposal entity
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
  - call_recorder/calls.csv call_039_003 raw row
- Penvarra Digital / BG-Demo – Negotiation entity
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
  - call_recorder/calls.csv call_039_004 raw row
- Penvarra Digital – New entity
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
  - crm/deal_line_items.csv deal_039_01:1 raw row
  - crm/deal_line_items.csv deal_039_01:2 raw row
  - crm/deal_stage_history.csv deal_039_01:1 raw row
  - crm/deal_stage_history.csv deal_039_01:2 raw row
  - crm/deal_stage_history.csv deal_039_01:3 raw row
  - +4 more
- Penvarra Digital - Proposal v1 entity
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
  - document_store/files.csv doc_039_001 raw row
- +9 more
AI opinion page block
- Penvarra Digital: lost to a competitor AI record
  - Penvarra Digital – New entity
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
    - crm/deal_line_items.csv deal_039_01:1 raw row
    - crm/deal_line_items.csv deal_039_01:2 raw row
    - crm/deal_stage_history.csv deal_039_01:1 raw row
    - crm/deal_stage_history.csv deal_039_01:2 raw row
    - crm/deal_stage_history.csv deal_039_01:3 raw row
    - +4 more
  - Penvarra Digital: two proposals, none executed AI record
    - Penvarra Digital - Proposal v1 entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - document_store/files.csv doc_039_001 raw row
    - Penvarra Digital - Proposal entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - document_store/files.csv doc_039_002 raw row
    - Penvarra Digital Starter proposal v1 (draft) AI record
      - Penvarra Digital - Proposal v1 entity
        Penvarra Digital entity
        crm/companies.csv org_039 raw row
        document_store/files.csv doc_039_001 raw row
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
    - Starter tier proposal, 16 Oct 2023 AI record
      - Penvarra Digital - Proposal entity
        Penvarra Digital entity
        crm/companies.csv org_039 raw row
        document_store/files.csv doc_039_002 raw row
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
  - Discovery: scattered data, no single view AI record
    - Penvarra Digital / BG-Demo – Discovery entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - call_recorder/calls.csv call_039_001 raw row
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
  - Starter demo on Penvarra's own systems AI record
    - Penvarra Digital / BG-Demo – Demo entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - call_recorder/calls.csv call_039_002 raw row
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
  - Starter proposal review, sign-off with MD AI record
    - Penvarra Digital / BG-Demo – Proposal entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - call_recorder/calls.csv call_039_003 raw row
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
  - Starter negotiation, sign-by-Friday discount AI record
    - Penvarra Digital / BG-Demo – Negotiation entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - call_recorder/calls.csv call_039_004 raw row
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
  - +14 more
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_039 facts table
  - Penvarra Digital – New entity
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
    - crm/deal_line_items.csv deal_039_01:1 raw row
    - crm/deal_line_items.csv deal_039_01:2 raw row
    - crm/deal_stage_history.csv deal_039_01:1 raw row
    - crm/deal_stage_history.csv deal_039_01:2 raw row
    - crm/deal_stage_history.csv deal_039_01:3 raw row
    - +4 more
AI facts page block
- Penvarra Digital: lost to a competitor AI record
  - Penvarra Digital – New entity
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
    - crm/deal_line_items.csv deal_039_01:1 raw row
    - crm/deal_line_items.csv deal_039_01:2 raw row
    - crm/deal_stage_history.csv deal_039_01:1 raw row
    - crm/deal_stage_history.csv deal_039_01:2 raw row
    - crm/deal_stage_history.csv deal_039_01:3 raw row
    - +4 more
  - Penvarra Digital: two proposals, none executed AI record
    - Penvarra Digital - Proposal v1 entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - document_store/files.csv doc_039_001 raw row
    - Penvarra Digital - Proposal entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - document_store/files.csv doc_039_002 raw row
    - Penvarra Digital Starter proposal v1 (draft) AI record
      - Penvarra Digital - Proposal v1 entity
        Penvarra Digital entity
        crm/companies.csv org_039 raw row
        document_store/files.csv doc_039_001 raw row
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
    - Starter tier proposal, 16 Oct 2023 AI record
      - Penvarra Digital - Proposal entity
        Penvarra Digital entity
        crm/companies.csv org_039 raw row
        document_store/files.csv doc_039_002 raw row
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
  - Discovery: scattered data, no single view AI record
    - Penvarra Digital / BG-Demo – Discovery entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - call_recorder/calls.csv call_039_001 raw row
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
  - Starter demo on Penvarra's own systems AI record
    - Penvarra Digital / BG-Demo – Demo entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - call_recorder/calls.csv call_039_002 raw row
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
  - Starter proposal review, sign-off with MD AI record
    - Penvarra Digital / BG-Demo – Proposal entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - call_recorder/calls.csv call_039_003 raw row
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
  - Starter negotiation, sign-by-Friday discount AI record
    - Penvarra Digital / BG-Demo – Negotiation entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - call_recorder/calls.csv call_039_004 raw row
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
  - +14 more
Contacts page block
- Toby Lister entity
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
  - crm/contacts.csv per_3901:org_039 raw row
- Fiona Ingham entity
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
  - crm/contacts.csv per_3902:org_039 raw row
- Steve Yates entity
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
  - crm/contacts.csv per_3903:org_039 raw row
Open deals (computed from the records; nothing to show yet) page block
- Penvarra Digital entity
  - crm/companies.csv org_039 raw row
Documents page block
- Penvarra Digital - Proposal v1 entity
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
  - document_store/files.csv doc_039_001 raw row
- Penvarra Digital - Proposal entity
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
  - document_store/files.csv doc_039_002 raw row
hero page block
- Penvarra Digital: lost to a competitor AI record
  - Penvarra Digital – New entity
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
    - crm/deal_line_items.csv deal_039_01:1 raw row
    - crm/deal_line_items.csv deal_039_01:2 raw row
    - crm/deal_stage_history.csv deal_039_01:1 raw row
    - crm/deal_stage_history.csv deal_039_01:2 raw row
    - crm/deal_stage_history.csv deal_039_01:3 raw row
    - +4 more
  - Penvarra Digital: two proposals, none executed AI record
    - Penvarra Digital - Proposal v1 entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - document_store/files.csv doc_039_001 raw row
    - Penvarra Digital - Proposal entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - document_store/files.csv doc_039_002 raw row
    - Penvarra Digital Starter proposal v1 (draft) AI record
      - Penvarra Digital - Proposal v1 entity
        Penvarra Digital entity
        crm/companies.csv org_039 raw row
        document_store/files.csv doc_039_001 raw row
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
    - Starter tier proposal, 16 Oct 2023 AI record
      - Penvarra Digital - Proposal entity
        Penvarra Digital entity
        crm/companies.csv org_039 raw row
        document_store/files.csv doc_039_002 raw row
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
  - Discovery: scattered data, no single view AI record
    - Penvarra Digital / BG-Demo – Discovery entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - call_recorder/calls.csv call_039_001 raw row
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
  - Starter demo on Penvarra's own systems AI record
    - Penvarra Digital / BG-Demo – Demo entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - call_recorder/calls.csv call_039_002 raw row
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
  - Starter proposal review, sign-off with MD AI record
    - Penvarra Digital / BG-Demo – Proposal entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - call_recorder/calls.csv call_039_003 raw row
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
  - Starter negotiation, sign-by-Friday discount AI record
    - Penvarra Digital / BG-Demo – Negotiation entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - call_recorder/calls.csv call_039_004 raw row
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
  - +14 more
- facts.reconciliation_t0:org_039 facts table
  - Penvarra Digital – New entity
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
    - crm/deal_line_items.csv deal_039_01:1 raw row
    - crm/deal_line_items.csv deal_039_01:2 raw row
    - crm/deal_stage_history.csv deal_039_01:1 raw row
    - crm/deal_stage_history.csv deal_039_01:2 raw row
    - crm/deal_stage_history.csv deal_039_01:3 raw row
    - +4 more
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
- Penvarra Digital entity
  - crm/companies.csv org_039 raw row
- Signals: Penvarra Digital signals (no model)
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
Key facts page block
- facts.reconciliation_t0:org_039 facts table
  - Penvarra Digital – New entity
    - Penvarra Digital entity
      - crm/companies.csv org_039 raw row
    - crm/deal_line_items.csv deal_039_01:1 raw row
    - crm/deal_line_items.csv deal_039_01:2 raw row
    - crm/deal_stage_history.csv deal_039_01:1 raw row
    - crm/deal_stage_history.csv deal_039_01:2 raw row
    - crm/deal_stage_history.csv deal_039_01:3 raw row
    - +4 more
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
- Penvarra Digital entity
  - crm/companies.csv org_039 raw row
- Signals: Penvarra Digital signals (no model)
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
- BG-Demo webinar, 16 Jul 2026 entity
  - Penvarra Digital entity
    - crm/companies.csv org_039 raw row
  - mailbox/messages.csv thr_039_0004:1 raw row
  - mailbox/threads.csv thr_039_0004 raw row
Evidence trail page block
- Penvarra Digital entity
  - crm/companies.csv org_039 raw row
The story page block
- Customer: Penvarra Digital AI record
  - Penvarra Digital: lost to a competitor AI record
    - Penvarra Digital – New entity
      - Penvarra Digital entity
        crm/companies.csv org_039 raw row
      - crm/deal_line_items.csv deal_039_01:1 raw row
      - crm/deal_line_items.csv deal_039_01:2 raw row
      - crm/deal_stage_history.csv deal_039_01:1 raw row
      - crm/deal_stage_history.csv deal_039_01:2 raw row
      - crm/deal_stage_history.csv deal_039_01:3 raw row
      - +4 more
    - Penvarra Digital: two proposals, none executed AI record
      - Penvarra Digital - Proposal v1 entity
    - +14 more
  - +7 more
Next step page block
Open tickets (computed from the records; nothing to show yet) page block
Profile page block
Sources page block
Platform usage (computed from the records; nothing to show yet) page block

Computedmade from

Sources AI · Calls · CRM · Documents · Events · Email · Web

made from

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

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

Penvarra Digital

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

How to use the site

How to ask

What the data covers

Who to contact

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