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Ravensholt Capital / BG-Demo – Proposal

Callscheduled

Ravensholt Capital · 13 Oct 2026 15:15

Who was there

BG-Demo

Them

Call prep

As at Fri 9 Oct 2026

Proposal call with Neil Barlow on the open £62k Growth deal. Discovery and demo gave different prices, IT security review is outstanding and the economic buyer has not been involved, so this call sets whether the deal can close by 27 Nov 2026.

Context: Ravensholt Capital is a prospect with no order form, invoices or ARR. The demo went well with Neil, but the two prices he heard do not match and nobody beyond him has joined a call.

Approach: Lead with one written Growth price, subscription and implementation shown separately against the v2 list, and explain the change from earlier figures plainly. The records do not show whether the approved price was sent ahead of the call.

Approach: Then move to the path to signature: IT security review using the security questionnaire dated 2 Oct 2026, Theo Gallagher's offered IT call, and bringing in Emma Quinn and Ed Lomax.

Watch for: Hesitation on price or on the eight-week implementation effort Neil queried at discovery. Also watch for pushback on audit logging, since the security answers rely on Snowflake's audit system.

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

Booked

Updated 9 Oct 26

Date2026-10-13

Time15:15

Typeproposal

Statusscheduled

Transcript

No transcript: the call is scheduled and not recorded.

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Help & Support

B-Viz 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

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

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.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

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-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.