Ravensholt Capital

AI facts

Current to 11 Oct 26

Ravensholt Capital, an Edinburgh asset manager, is a prospect with no executed order form, no invoices and £0 ARR. Its open deal is a new Growth subscription at £62,000, stage demo, expected to close on 27 Nov 2026. The records show no platform usage or tickets. BB-Demo issued a security questionnaire for the Growth implementation on 2 Oct 2026. A proposal call with Neil Barlow is booked for 13 Oct 2026 at 15:15.

Read from 3 calls · 1 deals · 3 people · 1 documents, newest 2 Oct 26

AImade from

AI opinion

Current to 11 Oct 26

Prospect, because the Growth deal is open at demo stage with nothing signed. Neil Barlow is a positive champion, but Emma Quinn, the CRM economic buyer, has no recorded calls, and the two quoted prices differ. The opportunity is a Growth win for a team of thirty to forty.

Signals Ravensholt Capital / BB-Demo – Discovery Ravensholt Capital / BB-Demo – Demo Ravensholt Capital - Security Questionnaire Emma Quinn

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Next step

Current to 11 Oct 26

What: Lewis Kerr presents one reconciled Growth price at the 13 Oct 2026 proposal call and asks Neil Barlow to bring Emma Quinn and the IT team into the decision. proposal
Who: Lewis Kerr
When: this_week by 13 Oct 2026
Why: Before the 13 Oct 2026 proposal call, Lewis Kerr should settle one Growth price and ask Neil Barlow to bring in Emma Quinn, the economic buyer, and IT for security review. The quotes differ and Emma has no recorded calls.

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Profile

Updated 9 Oct 26

IndustryAsset management
Websiteravensholt.example
CountryUnited Kingdom
HQ cityEdinburgh
Size140 employees
CRM ownerLewis Kerr
TypeProspectdiffers
StateProspect

CRMmade from

Key facts

Updated 9 Oct 26

Open dealDemo · £62,000
Last contact28 Sep 2026

Computedmade from

The story

Current to 11 Oct 26

Prospect

Prospect: Ravensholt Capital has an open £62,000 Growth deal at the CRM's demo stage, with Neil Barlow as a positive champion. Nothing is signed, the quoted prices differ, the economic buyer has no recorded calls, and a proposal call is booked for 13 Oct 2026.

Prospect. Ravensholt Capital has an open new Growth deal at £62,000, at the CRM's demo stage with an expected close of 27 Nov 2026. Nothing is executed and there are no invoices, so there is no contract or renewal date.

There is no platform usage or ticket history yet. Neil Barlow, Head of Operations and CRM champion, joined the 9 Sep 2026 discovery and 28 Sep 2026 demo run by Lewis Kerr, and called the brain quite impressive.

Discovery quoted £44,000 plus a £12,000 implementation, the demo gave one combined year-one figure, and the v2 Growth list is £50,000. Emma Quinn, the CRM economic buyer, has no recorded calls, and IT has yet to review the security answers.

Lewis should present one reconciled Growth price at the proposal call booked for 13 Oct 2026 at 15:15. He should also ask Neil to bring Emma and IT into the decision.

AI · claude-opus-5-5 · 11 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

1 documents in 1 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

Security (1)
- Growth tier security questionnaire answers issued · security questionnaire · 2 Oct 2026

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Ravensholt Capital – New	demo	£62,000	27 Nov 2026

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

13 Oct 2026callRavensholt Capital / BB-Demo – Proposal Lewis Kerr, Neil Barlow
2 Oct 2026documentRavensholt Capital - Security Questionnaire Hannah Lowe
28 Sep 2026callRavensholt Capital / BB-Demo – Demo Lewis Kerr, Theo Gallagher, Neil Barlow
9 Sep 2026callRavensholt Capital / BB-Demo – Discovery Lewis Kerr, Neil Barlow
18 Aug 2026dealRavensholt Capital – New Lewis Kerr, Neil Barlow
16 Apr 2026eventBB-Demo webinar Alice Brewer, Joost Verbeek, Jenna Price, Elliot Kirkby, Asif Jagger, Bryony Gilchrist, Gemma Varley, Wayne Entwistle, Annika Lund, Dev Malhotra, Alyssa Jenkins, Neil Barlow, Elise Lambert, Gemma Dobson+11
27 May 2025eventRevenue leaders roundtable Sofia Marchetti, Jenna Price, Helen Marsden, Ravi Atherton, Neil Entwistle, Alyssa Jenkins, Emma Quinn, Priti Haworth, Alexa Fraser+6

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

Ravensholt Capital's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 4 AI summaries of 5 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 4 pages. 1 AI record in this trail is not yet analysed.

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

Activity page block
- Ravensholt Capital / BB-Demo – Discovery entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - call_recorder/calls.csv call_037_001 raw row
- Ravensholt Capital / BB-Demo – Demo entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - call_recorder/calls.csv call_037_002 raw row
- Ravensholt Capital / BB-Demo – Proposal entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - call_recorder/calls.csv call_037_003 raw row
- Ravensholt Capital – New entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - crm/deal_line_items.csv deal_037_01:1 raw row
  - crm/deal_line_items.csv deal_037_01:2 raw row
  - crm/deal_stage_history.csv deal_037_01:1 raw row
  - crm/deal_stage_history.csv deal_037_01:2 raw row
  - crm/deal_stage_history.csv deal_037_01:3 raw row
  - +1 more
- Ravensholt Capital - Security Questionnaire entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - document_store/files.csv doc_037_001 raw row
- Revenue leaders roundtable entity
  - event_platform/events.csv evt_0967_roundtable raw row
  - event_platform/registrations.csv evt_0967_roundtable:per_0402 raw row
  - event_platform/registrations.csv evt_0967_roundtable:per_0701 raw row
  - event_platform/registrations.csv evt_0967_roundtable:per_1102 raw row
  - event_platform/registrations.csv evt_0967_roundtable:per_1203 raw row
  - event_platform/registrations.csv evt_0967_roundtable:per_3102 raw row
  - +3 more
- +1 more
AI opinion page block
- Ravensholt Capital: Growth prospect AI record
  - Ravensholt Capital – New entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - crm/deal_line_items.csv deal_037_01:1 raw row
    - crm/deal_line_items.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:1 raw row
    - crm/deal_stage_history.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:3 raw row
    - +1 more
  - Ravensholt Capital: no executed paper held AI record
    - Ravensholt Capital - Security Questionnaire entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - document_store/files.csv doc_037_001 raw row
    - Ravensholt Security Questionnaire v1 AI record
      - Ravensholt Capital - Security Questionnaire entity
        Ravensholt Capital entity
        crm/companies.csv org_037 raw row
        document_store/files.csv doc_037_001 raw row
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Discovery: Growth tier for client-service team AI record
    - Ravensholt Capital / BB-Demo – Discovery entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - call_recorder/calls.csv call_037_001 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Demo on Ravensholt client and email data AI record
    - Ravensholt Capital / BB-Demo – Demo entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - call_recorder/calls.csv call_037_002 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Ravensholt Security Questionnaire v1 AI record
    - Ravensholt Capital - Security Questionnaire entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - document_store/files.csv doc_037_001 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - +5 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_037 facts table
  - Ravensholt Capital – New entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - crm/deal_line_items.csv deal_037_01:1 raw row
    - crm/deal_line_items.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:1 raw row
    - crm/deal_stage_history.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:3 raw row
    - +1 more
AI facts page block
- Ravensholt Capital: Growth prospect AI record
  - Ravensholt Capital – New entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - crm/deal_line_items.csv deal_037_01:1 raw row
    - crm/deal_line_items.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:1 raw row
    - crm/deal_stage_history.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:3 raw row
    - +1 more
  - Ravensholt Capital: no executed paper held AI record
    - Ravensholt Capital - Security Questionnaire entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - document_store/files.csv doc_037_001 raw row
    - Ravensholt Security Questionnaire v1 AI record
      - Ravensholt Capital - Security Questionnaire entity
        Ravensholt Capital entity
        crm/companies.csv org_037 raw row
        document_store/files.csv doc_037_001 raw row
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Discovery: Growth tier for client-service team AI record
    - Ravensholt Capital / BB-Demo – Discovery entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - call_recorder/calls.csv call_037_001 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Demo on Ravensholt client and email data AI record
    - Ravensholt Capital / BB-Demo – Demo entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - call_recorder/calls.csv call_037_002 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Ravensholt Security Questionnaire v1 AI record
    - Ravensholt Capital - Security Questionnaire entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - document_store/files.csv doc_037_001 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - +5 more
Contacts page block
- Neil Barlow entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - crm/contacts.csv per_3701:org_037 raw row
- Emma Quinn entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - crm/contacts.csv per_3702:org_037 raw row
- Ed Lomax entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - crm/contacts.csv per_3703:org_037 raw row
Open deals page block
- Ravensholt Capital – New entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - crm/deal_line_items.csv deal_037_01:1 raw row
  - crm/deal_line_items.csv deal_037_01:2 raw row
  - crm/deal_stage_history.csv deal_037_01:1 raw row
  - crm/deal_stage_history.csv deal_037_01:2 raw row
  - crm/deal_stage_history.csv deal_037_01:3 raw row
  - +1 more
Documents page block
- Ravensholt Capital - Security Questionnaire entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - document_store/files.csv doc_037_001 raw row
hero page block
- Ravensholt Capital: Growth prospect AI record
  - Ravensholt Capital – New entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - crm/deal_line_items.csv deal_037_01:1 raw row
    - crm/deal_line_items.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:1 raw row
    - crm/deal_stage_history.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:3 raw row
    - +1 more
  - Ravensholt Capital: no executed paper held AI record
    - Ravensholt Capital - Security Questionnaire entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - document_store/files.csv doc_037_001 raw row
    - Ravensholt Security Questionnaire v1 AI record
      - Ravensholt Capital - Security Questionnaire entity
        Ravensholt Capital entity
        crm/companies.csv org_037 raw row
        document_store/files.csv doc_037_001 raw row
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Discovery: Growth tier for client-service team AI record
    - Ravensholt Capital / BB-Demo – Discovery entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - call_recorder/calls.csv call_037_001 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Demo on Ravensholt client and email data AI record
    - Ravensholt Capital / BB-Demo – Demo entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - call_recorder/calls.csv call_037_002 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Ravensholt Security Questionnaire v1 AI record
    - Ravensholt Capital - Security Questionnaire entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - document_store/files.csv doc_037_001 raw row
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - +5 more
- Ravensholt Capital – New entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - crm/deal_line_items.csv deal_037_01:1 raw row
  - crm/deal_line_items.csv deal_037_01:2 raw row
  - crm/deal_stage_history.csv deal_037_01:1 raw row
  - crm/deal_stage_history.csv deal_037_01:2 raw row
  - crm/deal_stage_history.csv deal_037_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_037 facts table
  - Ravensholt Capital – New entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - crm/deal_line_items.csv deal_037_01:1 raw row
    - crm/deal_line_items.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:1 raw row
    - crm/deal_stage_history.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:3 raw row
    - +1 more
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
- Ravensholt Capital entity
  - crm/companies.csv org_037 raw row
- Signals: Ravensholt Capital signals (no model)
  - Ravensholt Capital / BB-Demo – Proposal entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - call_recorder/calls.csv call_037_003 raw row
  - Ravensholt Capital – New entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - crm/deal_line_items.csv deal_037_01:1 raw row
    - crm/deal_line_items.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:1 raw row
    - crm/deal_stage_history.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:3 raw row
    - +1 more
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
Key facts page block
- Ravensholt Capital / BB-Demo – Demo entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - call_recorder/calls.csv call_037_002 raw row
- Ravensholt Capital – New entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - crm/deal_line_items.csv deal_037_01:1 raw row
  - crm/deal_line_items.csv deal_037_01:2 raw row
  - crm/deal_stage_history.csv deal_037_01:1 raw row
  - crm/deal_stage_history.csv deal_037_01:2 raw row
  - crm/deal_stage_history.csv deal_037_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_037 facts table
  - Ravensholt Capital – New entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - crm/deal_line_items.csv deal_037_01:1 raw row
    - crm/deal_line_items.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:1 raw row
    - crm/deal_stage_history.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:3 raw row
    - +1 more
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
- Ravensholt Capital entity
  - crm/companies.csv org_037 raw row
- Signals: Ravensholt Capital signals (no model)
  - Ravensholt Capital / BB-Demo – Proposal entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - call_recorder/calls.csv call_037_003 raw row
  - Ravensholt Capital – New entity
    - Ravensholt Capital entity
      - crm/companies.csv org_037 raw row
    - crm/deal_line_items.csv deal_037_01:1 raw row
    - crm/deal_line_items.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:1 raw row
    - crm/deal_stage_history.csv deal_037_01:2 raw row
    - crm/deal_stage_history.csv deal_037_01:3 raw row
    - +1 more
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
Evidence trail page block
- Ravensholt Capital entity
  - crm/companies.csv org_037 raw row
The story page block
- Customer: Ravensholt Capital AI record
  - Ravensholt Capital: Growth prospect AI record
    - Ravensholt Capital – New entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - crm/deal_line_items.csv deal_037_01:1 raw row
      - crm/deal_line_items.csv deal_037_01:2 raw row
      - crm/deal_stage_history.csv deal_037_01:1 raw row
      - crm/deal_stage_history.csv deal_037_01:2 raw row
      - crm/deal_stage_history.csv deal_037_01:3 raw row
      - +1 more
    - Ravensholt Capital: no executed paper held AI record
      - Ravensholt Capital - Security Questionnaire entity
        Ravensholt Capital entity
        crm/companies.csv org_037 raw row
        document_store/files.csv doc_037_001 raw row
      - Ravensholt Security Questionnaire v1 AI record
    - +5 more
  - +2 more
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

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	75
People at customers	290
BB-Demo staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

Ravensholt Capital

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AI opinion

Next step

Profile

Key facts

The story

ARR journey

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Documents

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Activity

Contacts

Evidence trail

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