Rookhaven Asset Management

AI facts

Current to 13 Oct 26

Rookhaven Asset Management is a prospect with no executed order form and no invoices. A final Enterprise proposal of 14 Sep 2026 quotes £125k a year, with £155k as the total deal amount including the one-off implementation fee. The CRM deal is open at stage proposal with an expected close of 18 Dec 2026. As a prospect, it has no usage or tickets on record. The final proposal sets the nightly refresh at 07:00 UK time, while the draft and security questionnaire say customer local time.

Read from 5 calls · 9 email threads · 1 news items · 1 deals · 6 people · 3 documents, newest 16 Sep 26

AImade from

Profile

Updated 9 Oct 26

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

CRMmade from

AI opinion

Current to 13 Oct 26

Prospect: the Enterprise evaluation is advanced, with a final proposal issued and a negotiation call booked for 21 Oct 2026 with Julian Ferrers. Security review and the written price split still gate any signature, and the 18 Dec 2026 close is only a plan.

Signals Document roll-up Rookhaven Asset Management - Proposal Rookhaven Asset Management / BB-Demo – Proposal Booking a demo slot Rookhaven Asset Management - Security Questionnaire

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Open dealProposal · £155,000
Last contact17 Sep 2026

Computedmade from

Next step

Current to 14 Oct 26

What: Tom Ashdown sends Julian Ferrers and Eleanor Whitlock a written split of the £125k annual subscription and the one-off implementation within the £155k total, confirming the nightly refresh time basis, before the negotiation call on 21 Oct 2026. proposal
Who: Tom Ashdown
When: This week by 9 Oct 2026
Why: Tom Ashdown should send Julian Ferrers and Eleanor Whitlock a written split of the £125k annual subscription and the one-off implementation within the £155k total, and settle the refresh time basis, before the negotiation call on 21 Oct 2026.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

The story

Current to 14 Oct 26

Prospect

Prospect: Rookhaven Asset Management has a final Enterprise proposal at £125k a year and a negotiation call booked for 21 Oct 2026. Nothing is signed, and the security review and a written price split still gate any order form.

Prospect: Rookhaven Asset Management has a final Enterprise proposal of 14 Sep 2026 at £125k a year; the £155k total includes the one-off implementation fee. Nothing is signed; the CRM's expected close is 18 Dec 2026.

As a prospect, Rookhaven has no usage, tickets or invoices. Tom Ashdown has led all 4 recorded calls; Eleanor Whitlock, Head of Client Data, is the champion but will not speak for Julian Ferrers, the COO.

The security questionnaire of 1 Aug 2026 marks access, certification evidence and the exit plan To confirm. The final proposal sets the refresh at 07:00 UK time where earlier documents say customer local time, and the written price split is owed.

Tom should send Julian and Eleanor a written split of subscription and implementation, settling the refresh time basis, by 9 Oct 2026, ahead of the 21 Oct 2026 negotiation with Owen Tallis and Charlotte Ainsley.

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

3 documents in 2 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

Proposals (2)
- Draft Enterprise tier proposal draft · proposal · 9 Sep 2026
- Enterprise company brain proposal issued · proposal · 14 Sep 2026
Security (1)
- Enterprise security questionnaire answers 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 / BB-Demo – Negotiation Tom Ashdown, Owen Tallis, Julian Ferrers, Charlotte Ainsley+1
22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Louise Pring, Eamon Burke, Sarah Northcott, Pradeep Menon, Margaret Cleland, Toby Mellor, Catherine Mayo, Gordon McInnes, Thomas Schumacher, Gary Pellegrin, Nicole Dahl, Colin Airey, Nathan Booth, Lukas Hartwig, Rebecca Nuttall, Imran Qureshi, Liz Waddington, Marie Wouters, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly Illingworth, Gregory Hasselbeck, Matt Colenso, Carl Whittle, Samuel Adeyemi, Clara Hoskins, Siobhán Nolan, Bas Kuijpers, Joanne Unwin, Jade Kenwright, Liam Corner, Monique Fairley, Dana Kurtz+36
16 Sep 2026email_threadProposal follow-up and next steps Tom Ashdown, Eleanor Whitlock
15 Sep 2026callRookhaven Asset Management / BB-Demo – Proposal Tom Ashdown, Eleanor Whitlock
14 Sep 2026documentRookhaven Asset Management - Proposal Tom Ashdown
9 Sep 2026email_threadFinding a time to go through the proposal Tom Ashdown, Eleanor Whitlock
9 Sep 2026documentRookhaven Asset Management - Proposal v1 Tom Ashdown
20 Aug 2026callRookhaven Asset Management / BB-Demo – Demo Tom Ashdown, Hannah Lowe, Eleanor Whitlock, Neha Kapoor, Henry Calloway+2
14 Aug 2026email_threadBooking a demo slot Tom Ashdown, Eleanor Whitlock
1 Aug 2026documentRookhaven Asset Management - Security Questionnaire Theo Gallagher
29 Jul 2026email_threadThanks for the demo, and next steps Tom Ashdown, Theo Gallagher, Eleanor Whitlock, Henry Calloway+1
28 Jul 2026callRookhaven Asset Management / BB-Demo – Demo Tom Ashdown, Theo Gallagher, Eleanor Whitlock, Henry Calloway+1
9 Jun 2026email_threadRookhaven: notes after discovery and what comes next Tom Ashdown, Eleanor Whitlock, Julian Ferrers
9 Jun 2026callRookhaven Asset Management / BB-Demo – Discovery Tom Ashdown, Eleanor Whitlock, Julian Ferrers
3 Jun 2026email_threadFinding a time for a first conversation Tom Ashdown, Eleanor Whitlock
20 Apr 2026dealRookhaven Asset Management – New Tom Ashdown, Eleanor Whitlock
23 Sep 2025eventRevenue leaders roundtable Alice Brewer, Claire Haddon, Ellie Rowcliffe, Raj Sandhu, Ravi Atherton, Sam Yates, Luis Herrera, Fran Whiting, Ian Prendergast, Russell Bland, Sukhvinder Dhillon, Allison Pereira, Shane Twomey, Huw Bevan, Kristin Lindahl, Kenneth Fell, Rakesh Solanki, Emma Haworth, Ian Fairclough, Colin Airey, Susan Tweddle, Stefanie Lange, Felicity Gurney, Stephen Quick, Kirsty Ingham, Megan Ibbotson, Katharina Richter, Marloes Hendriks, Annika Lund, Emma Illingworth, Julian Ferrers, Bryony Searle, Lauren Pilkington, Nadia Bashir, Niamh Fogarty, Declan Moran, Siobhán Nolan, Ilse Smits, Kirsteen Boyd, Andy Buckley+37
4 Aug 2025newsRookhaven Asset Management reports results as it reviews client service model
19 Jun 2025eventBB-Demo webinar Alice Brewer, Toby Underwood, Noel Cronin, Melvin Goh, Patricia Gleave, Asif Jagger, Josh Pearce, Elaine Turvey, Jasmine Coleman, Donal Coughlan, Clive Wardle, Rakesh Solanki, Emma Haworth, Ian Fairclough, Lindsay Pallister, Nathan Booth, Glenys Routledge, Gavin Tyldesley, Julie Wardhaugh, Jolien van Dijk, Wim Goossens, Faye Metcalfe, Ade Ogunleye, Deepa Chauhan, Bernadette Lowry, Bryony Searle, Declan Moran, Ronan Healy, Petra Lüders+26
15 May 2025eventBB-Demo webinar Sofia Marchetti, Ravi Atherton, Johan Ekström, Elliot Allott, Neil Entwistle, Henrietta Coombe, Ravi Riley, Mark Ellwood, Brian Gilmore, Mandy Gasson, Oluwaseun Bamidele, Dean Furlong, Craig Holt, Dylan Price, Ricky Blanchard, Camilla Dewsbury, Johan Berglund, Henry Calloway, Neha Kapoor, Marie Goossens, Leanne Armstrong, Fraser McAllister, Jade Kenwright, Liam Corner, Andy Buckley+22
30 Apr 2025email_threadWebinar invitation for you and your client service team Sofia Marchetti, Henry Calloway
17 Oct 2024eventBB-Demo webinar Sofia Marchetti, Rajesh Mistry, Nate Feldman, Elliot Allott, Sam Yates, Brianna Ocampo, Asif Jagger, Ian Prendergast, Lee Garside, Cerys Llewellyn, Huw Bevan, Owain Jenkins, Clive Wardle, Deborah Gowland, Tariq Hussain, Diane Cropper, Jill Heron, Anders Thomsen, Dan Firth, Neha Kapoor, Jess Ferrand, Lauren Pilkington, Declan Moran, Fraser McAllister, Iain Lumsden+22
28 Sep 2024email_threadInvitation to our October webinar Sofia Marchetti, Neha Kapoor
18 Jan 2024eventBB-Demo webinar Nell Ashcombe, Claire Haddon, Toby Underwood, Zoe Nuttall, Brendan O'Mahony, Wei Ling Tan, Toby Mellor, Inge de Boer, Alison Mawdsley, Alejandro Fuentes, Neha Kapoor, Luke Allott, Philip Annear, Wes Jago, Lauren Pilkington, Nils Behrens, Jade Kenwright+14
13 Jan 2024email_threadWebinar next week, in case it is useful 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 4 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 5 pages. 1 AI record in this trail is not yet analysed.

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

Activity page block
- Rookhaven Asset Management / BB-Demo – 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 / BB-Demo – 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 / BB-Demo – 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 / BB-Demo – 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 / BB-Demo – 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 page block
- Rookhaven Asset Management, open prospect AI record
  - 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: Enterprise proposal, nothing signed AI record
    - 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
    - Enterprise security questionnaire AI record
      - 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 entity
        crm/companies.csv org_040 raw row
    - Rookhaven proposal v1 (draft) AI record
      - 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 entity
        crm/companies.csv org_040 raw row
    - Rookhaven Enterprise proposal, 14 Sep 2026 AI record
      - 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
      - Rookhaven Asset Management entity
        crm/companies.csv org_040 raw row
    - +1 more
  - Enterprise discovery for client data view AI record
    - Rookhaven Asset Management / BB-Demo – 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 entity
      - crm/companies.csv org_040 raw row
  - Enterprise demo and security review path AI record
    - Rookhaven Asset Management / BB-Demo – 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 entity
      - crm/companies.csv org_040 raw row
  - Governance-led Enterprise demo AI record
    - Rookhaven Asset Management / BB-Demo – 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 entity
      - crm/companies.csv org_040 raw row
  - Enterprise proposal and COO sign-off route AI record
    - Rookhaven Asset Management / BB-Demo – 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 entity
      - crm/companies.csv org_040 raw row
  - +22 more
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 page block
- Rookhaven Asset Management, open prospect AI record
  - 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: Enterprise proposal, nothing signed AI record
    - 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
    - Enterprise security questionnaire AI record
      - 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 entity
        crm/companies.csv org_040 raw row
    - Rookhaven proposal v1 (draft) AI record
      - 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 entity
        crm/companies.csv org_040 raw row
    - Rookhaven Enterprise proposal, 14 Sep 2026 AI record
      - 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
      - Rookhaven Asset Management entity
        crm/companies.csv org_040 raw row
    - +1 more
  - Enterprise discovery for client data view AI record
    - Rookhaven Asset Management / BB-Demo – 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 entity
      - crm/companies.csv org_040 raw row
  - Enterprise demo and security review path AI record
    - Rookhaven Asset Management / BB-Demo – 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 entity
      - crm/companies.csv org_040 raw row
  - Governance-led Enterprise demo AI record
    - Rookhaven Asset Management / BB-Demo – 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 entity
      - crm/companies.csv org_040 raw row
  - Enterprise proposal and COO sign-off route AI record
    - Rookhaven Asset Management / BB-Demo – 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 entity
      - crm/companies.csv org_040 raw row
  - +22 more
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
- Rookhaven Asset Management, open prospect AI record
  - 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: Enterprise proposal, nothing signed AI record
    - 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
    - Enterprise security questionnaire AI record
      - 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 entity
        crm/companies.csv org_040 raw row
    - Rookhaven proposal v1 (draft) AI record
      - 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 entity
        crm/companies.csv org_040 raw row
    - Rookhaven Enterprise proposal, 14 Sep 2026 AI record
      - 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
      - Rookhaven Asset Management entity
        crm/companies.csv org_040 raw row
    - +1 more
  - Enterprise discovery for client data view AI record
    - Rookhaven Asset Management / BB-Demo – 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 entity
      - crm/companies.csv org_040 raw row
  - Enterprise demo and security review path AI record
    - Rookhaven Asset Management / BB-Demo – 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 entity
      - crm/companies.csv org_040 raw row
  - Governance-led Enterprise demo AI record
    - Rookhaven Asset Management / BB-Demo – 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 entity
      - crm/companies.csv org_040 raw row
  - Enterprise proposal and COO sign-off route AI record
    - Rookhaven Asset Management / BB-Demo – 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 entity
      - crm/companies.csv org_040 raw row
  - +22 more
- 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
  - +2 more
Key facts page block
Evidence trail page block
The story page block
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 · Email · Web

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

Rookhaven Asset Management

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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