Orme Vallance

Lost£0

AI facts

As at Fri 9 Oct 2026

Orme Vallance is a London asset management firm with no contract, no invoices and £0 ARR in the CRM. A new Enterprise deal at £140k closed lost on 23 Dec 2024 with the reason no_decision. There is no usage on record, and there are no tickets. Priya Raman ran the deal and left BG-Demo on 28 Aug 2026. The last interaction was a webinar invitation sent on 23 Apr 2025.

Read from 1 calls · 2 email threads · 1 deals · 3 people, newest 23 Apr 25

AImade from

Profile

Updated 9 Oct 26

IndustryAsset management
Websiteormevallance.example
CountryUnited Kingdom
HQ cityLondon
Size210 employees
CRM ownerMatteo Ricci
TypeProspectdiffers
StateLost

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the Enterprise deal closed lost on 23 Dec 2024 for no decision, and there is no recorded customer reply since 22 Oct 2024. The champion did not answer the webinar invitation. Matteo Ricci could test a fresh approach based on audit trails and data governance.

Signals Orme Vallance – New Discovery call, Orme Vallance BG-Demo webinar, 15 May 2025 Orme Vallance / BG-Demo – Discovery Orme Vallance

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

AImade from

Key facts

Updated 9 Oct 26

Last contact23 Apr 2025

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Matteo Ricci emails Henrietta Coombe to introduce himself as the new owner and proposes a short call on audit trails and data governance. Re engage
Who: Matteo Ricci
When: This week by 9 Oct 2026
Why: Matteo Ricci should send Henrietta Coombe a fresh win-back note about audit trails and data governance. These are the Enterprise needs from the discovery call. The deal closed lost for no decision on 23 Dec 2024, and nobody at BG-Demo has held the relationship since Priya Raman left.

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

AImade from

The story

As at Fri 9 Oct 2026

Lost

Lost: the £140k Enterprise deal with Orme Vallance closed lost on 23 Dec 2024 for no decision. There is no contract or invoice, and Matteo Ricci now owns a win-back approach to Henrietta Coombe.

Lost, Orme Vallance never became a customer: its new Enterprise deal at £140k closed lost on 23 Dec 2024 for no decision. There is no contract, no invoice and £0 ARR.

With no contract, there is no usage or ticket history. Priya Raman ran the 21 Oct 2024 discovery call and owned the deal, but she left BG-Demo on 28 Aug 2026. Matteo Ricci is the active CRM owner.

Alexander Vallance, the COO, never responded to the £140k figure. Henrietta Coombe did not reply to the webinar invitation of 23 Apr 2025, the last interaction, so the relationship has gone cold.

Matteo emails Henrietta by 9 Oct 2026 to introduce himself and propose a short call on audit trails and data governance, the Enterprise needs raised at discovery. Sofia Marchetti reviews the note first.

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

Upcoming
15 Oct 2026upcoming eventBG-Demo webinar Alice Brewer, Rajesh Mistry, Geoffrey Rowe, Alexander Vallance, Marieke Postma, Emma Croft, Inge de Boer, Dan Dyson, Andrew Pickering, Sandra Neale, Jeroen Coenen, Dirk Vogt, Jens Maes, Aaron Graham, Troy Wendt, Rebecca Nuttall, Ian Brearley, Brandon Russell, Claire Girard, Marie Goossens, Yasmin Carswell, Neil Ashworth, Matt Colenso, Niamh Fogarty, Jade Kenwright+22
Held
19 Mar 2026eventBG-Demo webinar Alice Brewer, Richard Thorne, Ruben Smit, Imogen Hartley, Kelly Sharpe, Sam Yates, Danny Sargent, Ajay Bhatt, Vincent Almeida, Martin Firth, Alan Rennie, Natasha Greaves, Wayne Dobson, Christina Möller, Brenda Oldroyd, Tina Goddard, Maureen Ellis, Stijn Gielen, Clodagh Fitzgerald, Diarmuid Kenny, Eoin Hegarty, Ruth Ackroyd, Ronald Hetherington, Kevin Kershaw, Hugh Fenton, Chris Jagger, Darragh Quinlan, Arnaud Janssens, Chris Riley, Chris Dyson, Jade Riley, Holly Tranter, Carl Whittle, Tomasz Wiśniewski, Clara Hoskins, Mirjam Hendriks, Tim Schröder+34
15 May 2025eventBG-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
23 Apr 2025email threadBG-Demo webinar, 15 May 2025 Sofia Marchetti, Henrietta Coombe
25 Feb 2025eventRevenue leaders roundtable Sofia Marchetti, Toby Rickard, Oliver Pennock, Alexander Vallance, Asif Jagger, Steven Holroyd, Matthew Grice, Pieter de Groot, Craig Holt, Tina Goddard, Susan Tweddle, Jas Dhillon, Troy Wendt, Glen Nuttall, Timo Brand, Claire Vasseur, Mads Mortensen, Lachlan Hutchinson, Tomasz Wiśniewski, Clara Hoskins, Kirsteen Boyd, Trevor Mayhew, Sinead Maguire, Paul Ottaway, Jade Kenwright, Liam Corner, Vikram Sethi+24
22 Oct 2024email threadDiscovery call, Orme Vallance Priya Raman, Henrietta Coombe, Alexander Vallance
21 Oct 2024callOrme Vallance / BG-Demo – Discovery Priya Raman, Henrietta Coombe, Alexander Vallance
9 Aug 2024dealOrme Vallance – New Priya Raman, Henrietta Coombe

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

Orme Vallance's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 3 AI summaries of 4 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 3 pages. 1 AI record in this trail is not written yet.

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

Activity page block
- Orme Vallance / BG-Demo – Discovery entity
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
  - call_recorder/calls.csv call_126_001 raw row
- Orme Vallance – New entity
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
  - crm/deal_line_items.csv deal_126_01:1 raw row
  - crm/deal_line_items.csv deal_126_01:2 raw row
  - crm/deal_stage_history.csv deal_126_01:1 raw row
  - crm/deal_stage_history.csv deal_126_01:2 raw row
  - crm/deal_stage_history.csv deal_126_01:3 raw row
  - +1 more
- Revenue leaders roundtable entity
  - event_platform/events.csv evt_0876_roundtable raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_10703 raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_10901 raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_12602 raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_1502 raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_15702 raw row
  - +21 more
- BG-Demo webinar entity
  - event_platform/events.csv evt_0955_webinar raw row
  - event_platform/registrations.csv evt_0955_webinar:per_1102 raw row
  - event_platform/registrations.csv evt_0955_webinar:per_11503 raw row
  - event_platform/registrations.csv evt_0955_webinar:per_1202 raw row
  - event_platform/registrations.csv evt_0955_webinar:per_1203 raw row
  - event_platform/registrations.csv evt_0955_webinar:per_12601 raw row
  - +19 more
- BG-Demo webinar entity
  - event_platform/events.csv evt_1263_webinar raw row
  - event_platform/registrations.csv evt_1263_webinar:per_0102 raw row
  - event_platform/registrations.csv evt_1263_webinar:per_0304 raw row
  - event_platform/registrations.csv evt_1263_webinar:per_0501 raw row
  - event_platform/registrations.csv evt_1263_webinar:per_0903 raw row
  - event_platform/registrations.csv evt_1263_webinar:per_1205 raw row
  - +31 more
- BG-Demo webinar entity
  - event_platform/events.csv evt_1473_webinar raw row
  - event_platform/registrations.csv evt_1473_webinar:per_0902 raw row
  - event_platform/registrations.csv evt_1473_webinar:per_12102 raw row
  - event_platform/registrations.csv evt_1473_webinar:per_12602 raw row
  - event_platform/registrations.csv evt_1473_webinar:per_12801 raw row
  - event_platform/registrations.csv evt_1473_webinar:per_1402 raw row
  - +19 more
- +2 more
AI opinion page block
- Orme Vallance: lost Enterprise prospect AI record
  - Orme Vallance – New entity
    - Orme Vallance entity
      - crm/companies.csv org_126 raw row
    - crm/deal_line_items.csv deal_126_01:1 raw row
    - crm/deal_line_items.csv deal_126_01:2 raw row
    - crm/deal_stage_history.csv deal_126_01:1 raw row
    - crm/deal_stage_history.csv deal_126_01:2 raw row
    - crm/deal_stage_history.csv deal_126_01:3 raw row
    - +1 more
  - Discovery: unifying scattered client data AI record
    - Orme Vallance / BG-Demo – Discovery entity
      - Orme Vallance entity
        crm/companies.csv org_126 raw row
      - call_recorder/calls.csv call_126_001 raw row
    - Orme Vallance entity
      - crm/companies.csv org_126 raw row
  - Enterprise pricing and security review AI record
    - Orme Vallance entity
      - crm/companies.csv org_126 raw row
    - Discovery call, Orme Vallance entity
      - Orme Vallance entity
        crm/companies.csv org_126 raw row
      - mailbox/messages.csv thr_126_0001:1 raw row
      - mailbox/messages.csv thr_126_0001:2 raw row
      - mailbox/messages.csv thr_126_0001:3 raw row
      - mailbox/messages.csv thr_126_0001:4 raw row
      - mailbox/threads.csv thr_126_0001 raw row
  - Webinar invitation, no reply AI record
    - Orme Vallance entity
      - crm/companies.csv org_126 raw row
    - BG-Demo webinar, 15 May 2025 entity
      - Orme Vallance entity
        crm/companies.csv org_126 raw row
      - mailbox/messages.csv thr_126_0002:1 raw row
      - mailbox/threads.csv thr_126_0002 raw row
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
  - +4 more
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_126 facts table
  - Orme Vallance – New entity
    - Orme Vallance entity
      - crm/companies.csv org_126 raw row
    - crm/deal_line_items.csv deal_126_01:1 raw row
    - crm/deal_line_items.csv deal_126_01:2 raw row
    - crm/deal_stage_history.csv deal_126_01:1 raw row
    - crm/deal_stage_history.csv deal_126_01:2 raw row
    - crm/deal_stage_history.csv deal_126_01:3 raw row
    - +1 more
AI facts page block
- Orme Vallance: lost Enterprise prospect AI record
  - Orme Vallance – New entity
    - Orme Vallance entity
      - crm/companies.csv org_126 raw row
    - crm/deal_line_items.csv deal_126_01:1 raw row
    - crm/deal_line_items.csv deal_126_01:2 raw row
    - crm/deal_stage_history.csv deal_126_01:1 raw row
    - crm/deal_stage_history.csv deal_126_01:2 raw row
    - crm/deal_stage_history.csv deal_126_01:3 raw row
    - +1 more
  - Discovery: unifying scattered client data AI record
    - Orme Vallance / BG-Demo – Discovery entity
      - Orme Vallance entity
        crm/companies.csv org_126 raw row
      - call_recorder/calls.csv call_126_001 raw row
    - Orme Vallance entity
      - crm/companies.csv org_126 raw row
  - Enterprise pricing and security review AI record
    - Orme Vallance entity
      - crm/companies.csv org_126 raw row
    - Discovery call, Orme Vallance entity
      - Orme Vallance entity
        crm/companies.csv org_126 raw row
      - mailbox/messages.csv thr_126_0001:1 raw row
      - mailbox/messages.csv thr_126_0001:2 raw row
      - mailbox/messages.csv thr_126_0001:3 raw row
      - mailbox/messages.csv thr_126_0001:4 raw row
      - mailbox/threads.csv thr_126_0001 raw row
  - Webinar invitation, no reply AI record
    - Orme Vallance entity
      - crm/companies.csv org_126 raw row
    - BG-Demo webinar, 15 May 2025 entity
      - Orme Vallance entity
        crm/companies.csv org_126 raw row
      - mailbox/messages.csv thr_126_0002:1 raw row
      - mailbox/threads.csv thr_126_0002 raw row
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
  - +4 more
Contacts page block
- Henrietta Coombe entity
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
  - crm/contacts.csv per_12601:org_126 raw row
- Alexander Vallance entity
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
  - crm/contacts.csv per_12602:org_126 raw row
- Ajay Bhatt entity
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
  - crm/contacts.csv per_12603:org_126 raw row
Open deals (computed from the records; nothing to show yet) page block
- Orme Vallance entity
  - crm/companies.csv org_126 raw row
Documents (computed from the records; nothing to show yet) page block
- document_store/files.csv * raw row
hero page block
- Orme Vallance: lost Enterprise prospect AI record
  - Orme Vallance – New entity
    - Orme Vallance entity
      - crm/companies.csv org_126 raw row
    - crm/deal_line_items.csv deal_126_01:1 raw row
    - crm/deal_line_items.csv deal_126_01:2 raw row
    - crm/deal_stage_history.csv deal_126_01:1 raw row
    - crm/deal_stage_history.csv deal_126_01:2 raw row
    - crm/deal_stage_history.csv deal_126_01:3 raw row
    - +1 more
  - Discovery: unifying scattered client data AI record
    - Orme Vallance / BG-Demo – Discovery entity
      - Orme Vallance entity
        crm/companies.csv org_126 raw row
      - call_recorder/calls.csv call_126_001 raw row
    - Orme Vallance entity
      - crm/companies.csv org_126 raw row
  - Enterprise pricing and security review AI record
    - Orme Vallance entity
      - crm/companies.csv org_126 raw row
    - Discovery call, Orme Vallance entity
      - Orme Vallance entity
        crm/companies.csv org_126 raw row
      - mailbox/messages.csv thr_126_0001:1 raw row
      - mailbox/messages.csv thr_126_0001:2 raw row
      - mailbox/messages.csv thr_126_0001:3 raw row
      - mailbox/messages.csv thr_126_0001:4 raw row
      - mailbox/threads.csv thr_126_0001 raw row
  - Webinar invitation, no reply AI record
    - Orme Vallance entity
      - crm/companies.csv org_126 raw row
    - BG-Demo webinar, 15 May 2025 entity
      - Orme Vallance entity
        crm/companies.csv org_126 raw row
      - mailbox/messages.csv thr_126_0002:1 raw row
      - mailbox/threads.csv thr_126_0002 raw row
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
  - +4 more
- facts.reconciliation_t0:org_126 facts table
  - Orme Vallance – New entity
    - Orme Vallance entity
      - crm/companies.csv org_126 raw row
    - crm/deal_line_items.csv deal_126_01:1 raw row
    - crm/deal_line_items.csv deal_126_01:2 raw row
    - crm/deal_stage_history.csv deal_126_01:1 raw row
    - crm/deal_stage_history.csv deal_126_01:2 raw row
    - crm/deal_stage_history.csv deal_126_01:3 raw row
    - +1 more
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
- Orme Vallance entity
  - crm/companies.csv org_126 raw row
- Signals: Orme Vallance signals (no model)
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
Key facts page block
- facts.reconciliation_t0:org_126 facts table
  - Orme Vallance – New entity
    - Orme Vallance entity
      - crm/companies.csv org_126 raw row
    - crm/deal_line_items.csv deal_126_01:1 raw row
    - crm/deal_line_items.csv deal_126_01:2 raw row
    - crm/deal_stage_history.csv deal_126_01:1 raw row
    - crm/deal_stage_history.csv deal_126_01:2 raw row
    - crm/deal_stage_history.csv deal_126_01:3 raw row
    - +1 more
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
- Orme Vallance entity
  - crm/companies.csv org_126 raw row
- Signals: Orme Vallance signals (no model)
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
- BG-Demo webinar, 15 May 2025 entity
  - Orme Vallance entity
    - crm/companies.csv org_126 raw row
  - mailbox/messages.csv thr_126_0002:1 raw row
  - mailbox/threads.csv thr_126_0002 raw row
Evidence trail page block
- Orme Vallance entity
  - crm/companies.csv org_126 raw row
The story page block
- Customer: Orme Vallance AI record
  - Orme Vallance: lost Enterprise prospect AI record
    - Orme Vallance – New entity
      - Orme Vallance entity
        crm/companies.csv org_126 raw row
      - crm/deal_line_items.csv deal_126_01:1 raw row
      - crm/deal_line_items.csv deal_126_01:2 raw row
      - crm/deal_stage_history.csv deal_126_01:1 raw row
      - crm/deal_stage_history.csv deal_126_01:2 raw row
      - crm/deal_stage_history.csv deal_126_01:3 raw row
      - +1 more
    - Discovery: unifying scattered client data AI record
      - Orme Vallance / BG-Demo – Discovery entity
        Orme Vallance entity
        crm/companies.csv org_126 raw row
        call_recorder/calls.csv call_126_001 raw row
      - Orme Vallance entity
        crm/companies.csv org_126 raw row
    - Enterprise pricing and security review AI record
      - Orme Vallance entity
        crm/companies.csv org_126 raw row
      - Discovery call, Orme Vallance entity
        Orme Vallance entity
        crm/companies.csv org_126 raw row
        mailbox/messages.csv thr_126_0001:1 raw row
        mailbox/messages.csv thr_126_0001:2 raw row
        mailbox/messages.csv thr_126_0001:3 raw row
        mailbox/messages.csv thr_126_0001:4 raw row
        mailbox/threads.csv thr_126_0001 raw row
    - Webinar invitation, no reply AI record
      - Orme Vallance entity
        crm/companies.csv org_126 raw row
      - BG-Demo webinar, 15 May 2025 entity
        Orme Vallance entity
        crm/companies.csv org_126 raw row
        mailbox/messages.csv thr_126_0002:1 raw row
        mailbox/threads.csv thr_126_0002 raw row
    - Orme Vallance entity
      - crm/companies.csv org_126 raw row
    - Orme Vallance entity
      - crm/companies.csv org_126 raw row
    - +4 more
  - Win-back approach to Henrietta Coombe AI record
    - Orme Vallance: lost Enterprise prospect AI record
      - Orme Vallance – New entity
        Orme Vallance entity
        crm/companies.csv org_126 raw row
        crm/deal_line_items.csv deal_126_01:1 raw row
        crm/deal_line_items.csv deal_126_01:2 raw row
        crm/deal_stage_history.csv deal_126_01:1 raw row
        crm/deal_stage_history.csv deal_126_01:2 raw row
        crm/deal_stage_history.csv deal_126_01:3 raw row
        +1 more
      - Discovery: unifying scattered client data AI record
        Orme Vallance / BG-Demo – Discovery entity
        Orme Vallance entity
        crm/companies.csv org_126 raw row
        call_recorder/calls.csv call_126_001 raw row
        Orme Vallance entity
        crm/companies.csv org_126 raw row
      - Enterprise pricing and security review AI record
        Orme Vallance entity
        crm/companies.csv org_126 raw row
        Discovery call, Orme Vallance entity
        Orme Vallance entity
        crm/companies.csv org_126 raw row
        mailbox/messages.csv thr_126_0001:1 raw row
        mailbox/messages.csv thr_126_0001:2 raw row
        mailbox/messages.csv thr_126_0001:3 raw row
        mailbox/messages.csv thr_126_0001:4 raw row
        mailbox/threads.csv thr_126_0001 raw row
      - Webinar invitation, no reply AI record
        Orme Vallance entity
        crm/companies.csv org_126 raw row
        BG-Demo webinar, 15 May 2025 entity
        Orme Vallance entity
        crm/companies.csv org_126 raw row
        mailbox/messages.csv thr_126_0002:1 raw row
        mailbox/threads.csv thr_126_0002 raw row
      - +4 more
  - +1 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 · 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

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

Orme Vallance

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

Ask B