B-Glass
Greyfriar Wealth logo

Greyfriar Wealth

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Greyfriar Wealth is a York wealth management prospect with no contract, no invoices and £0 ARR in the CRM. A Growth deal created on 21 Jul 2025, with an amount of £56k and an ACV of £44k, closed lost on 28 Nov 2025 for no decision. No usage or tickets are recorded. A demo was requested for early November 2025, and no record shows it was held. The last recorded interaction was on 7 Oct 2025.

Read from 1 calls · 1 email threads · 1 deals · 3 people, newest 1 Oct 25

AImade from

Profile

Updated 9 Oct 26
  • IndustryWealth managementSource: CRM company record
  • Websitegreyfriar.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityYorkSource: CRM company record
  • Size130 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 14 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the Growth deal closed for no decision on 28 Nov 2025 and nothing has been recorded since 7 Oct 2025. The buyers were positive on value and price, so a fresh approach to Fiona Ibbotson and Nick Normanton is a reasonable next engagement.

SignalsGreyfriar Wealth – NewGreyfriar Wealth / BG-Demo – DiscoveryNext steps in discovery

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

AImade from

Key facts

Updated 9 Oct 26
  • Last contact7 Oct 2025Email: Next steps in discovery · 367 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Tom Ashdown emails Fiona Ibbotson, copying Nick Normanton, to offer a demo of the brain on Greyfriar Wealth's own data inside their Snowflake account. Re engage
Who
Tom Ashdown Tom Ashdown
When
This week by 9 Oct 2026
Why
Tom Ashdown should reopen Greyfriar Wealth with Fiona Ibbotson by offering the demo on their own data that she asked for. The Growth deal closed lost for no decision on 28 Nov 2025, not to a rival, and nothing has been recorded since 7 Oct 2025.

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

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: Greyfriar Wealth's Growth deal closed lost on 28 Nov 2025 for no decision, with £0 ARR and nothing recorded since 7 Oct 2025. Tom Ashdown should offer Fiona Ibbotson the demo on their own data that she asked for.

Lost: Greyfriar Wealth never signed. The CRM's Growth deal, amount £56k and ACV £44k, closed lost on 28 Nov 2025 for no decision; there is no contract, no renewal and £0 ARR.

No usage, users or tickets are recorded. Tom Ashdown ran discovery on 29 Sep 2025 with Fiona Ibbotson, Chief Executive, and Nick Normanton, Head of Client Services, who were both positive on value and price.

Nothing is recorded since 7 Oct 2025, and Hugh Kitching, Procurement Manager, never engaged. No record shows that the demo Fiona requested for early November 2025 was held.

Tom should email Fiona, copying Nick, by 9 Oct 2026 to offer that demo on Greyfriar Wealth's own data, with Growth at the v2 list of £50k.

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

No documents in the document store for this subject.

Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • 20 Nov 2025eventBG-Demo webinar Alice Brewer, Harriet Gale, Lorna Wishart, Koen Janssens, Edward Grey, Mark Ellwood, Shona Baird, Morven Tait, Matthew Grice, Cerys Llewellyn, Emma Haworth, Susan Tweddle, Clodagh Fitzgerald, Nathan Booth, Aaron Graham, Julian Gatcombe, Jacqueline Sutcliffe, Amanda Holt, Willem Arts, Wayne Entwistle, Marloes Hendriks, Gráinne Lynch, Ida Mortensen, Brodie Kennedy, Luke Kershaw, Fiona Ibbotson, Fiona Fairclough, Bernadette Lowry, Desmond Oyelaran, Philip Annear, Priscilla Bowen, Liam Corner, Florian BeckerAlice BrewerHarriet GaleLorna Wishart+30
  • 1 Oct 2025email threadNext steps in discovery Tom Ashdown, Nick Normanton, Fiona IbbotsonGreyfriar Wealth logoTom AshdownNick NormantonFiona Ibbotson
  • 29 Sep 2025callGreyfriar Wealth / BG-Demo – Discovery Tom Ashdown, Nick Normanton, Fiona IbbotsonGreyfriar Wealth logoTom AshdownNick NormantonFiona Ibbotson
  • 21 Jul 2025dealGreyfriar Wealth – New Tom Ashdown, Nick NormantonGreyfriar Wealth logoTom AshdownNick Normanton
CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26
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

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

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Calls · CRM · Events · Email
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

Help & Support

Open as a page

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

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.

What the data covers

DataRecords
Organisations225
People at customers862
BG-Demo staff records (in post and leavers)58
Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

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.
Help

Ask B

B-Glass · read-only