Who they are
Insight
As at Fri 9 Oct 2026Julian 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.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Rookhaven Asset Management | Chief Operating Officer | Economic buyer | julian.ferrers@rookhaven.example |
Activity
- Upcoming
- 21 Oct 2026upcoming callRookhaven Asset Management / BG-Demo – Negotiation
+1
- Held
- 9 Jun 2026email threadRookhaven: notes after discovery and what comes next
- 9 Jun 2026callRookhaven Asset Management / BG-Demo – Discovery
- 23 Sep 2025eventRevenue leaders roundtable
+37