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Julian Ferrers

Julian Ferrers

Person

Rookhaven Asset Management logo Rookhaven Asset Management · Economic buyer

Julian Ferrers is Rookhaven's Chief Operating Officer and the CRM economic buyer. He wants security and procurement review before any signature, asked for a written price breakdown, and stresses cost discipline. The 18 Dec 2026 close is only a plan.

Who they are

Insight

As at Fri 9 Oct 2026

Julian Ferrers is Rookhaven's Chief Operating Officer and the CRM economic buyer. He wants security and procurement review before any signature, asked for a written price breakdown, and stresses cost discipline. The 18 Dec 2026 close is only a plan.

Role: Chief Operating Officer at Rookhaven Asset Management, recorded in the CRM as economic buyer. He was on the 9 Jun 2026 discovery call and is the customer voice in the post-discovery thread.

Influence: both reads mark him as a decision-maker. He sets the order of play: security and procurement first, commercials after. He asked for a written breakdown, said cost discipline matters, and asked which other firms in the sector use BG-Demo.

Watch: he wants the operational risk of a failed nightly refresh or stale data set out plainly. The thread does not show the security pack, the refresh note or a reference answer being sent. The evidence does not show any contact since 9 Jun 2026.

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

CRM records

OrganisationTitleRoleEmail
Rookhaven Asset ManagementChief Operating OfficerEconomic buyerjulian.ferrers@rookhaven.example

Activity

  • Upcoming
  • 21 Oct 2026upcoming callRookhaven Asset Management / BG-Demo – Negotiation Tom Ashdown, Owen Tallis, Julian Ferrers, Charlotte AinsleyRookhaven Asset Management logoTom AshdownOwen TallisJulian Ferrers+1
  • Held
  • 9 Jun 2026email threadRookhaven: notes after discovery and what comes next Tom Ashdown, Eleanor Whitlock, Julian FerrersRookhaven Asset Management logoTom AshdownEleanor WhitlockJulian Ferrers
  • 9 Jun 2026callRookhaven Asset Management / BG-Demo – Discovery Tom Ashdown, Eleanor Whitlock, Julian FerrersRookhaven Asset Management logoTom AshdownEleanor WhitlockJulian Ferrers
  • 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 BuckleyAlice BrewerClaire HaddonEllie Rowcliffe+37

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

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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.

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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.

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