Ravensholt Capital

AI facts

As at Fri 9 Oct 2026

Ravensholt Capital, an Edinburgh asset manager, is a prospect with no order form, no invoices and £0 ARR. One open new Growth deal sits at the CRM stage demo for £62k, with expected close on 27 Nov 2026. No platform usage and no tickets are on record. A proposal call with Neil Barlow is booked for 13 Oct 2026 at 15:15. Hannah Lowe authored a security questionnaire dated 2 Oct 2026 for a Growth tier implementation.

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

AImade from

Profile

Updated 9 Oct 26

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

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Prospect, because the Growth deal is still at the demo stage and nothing is signed. Neil Barlow called the demo quite impressive, but the quoted prices differ between calls and the security review is outstanding. Opportunity: reach Emma Quinn, the economic buyer, before the proposal lands.

Signals Ravensholt Capital / BG-Demo – Demo Ravensholt Capital / BG-Demo – Discovery Document roll-up Emma Quinn

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

AImade from

Key facts

Updated 9 Oct 26

Open dealDemo · £62,000
Last contact28 Sep 2026

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Lewis Kerr sends Neil Barlow one reconciled Growth price and terms, approved by Owen Tallis, before the proposal call on 13 Oct 2026. proposal
Who: Lewis Kerr
When: This week by 9 Oct 2026
Why: Lewis Kerr should send Neil Barlow one Growth price, approved by Owen Tallis, before the 13 Oct 2026 proposal call. The discovery and demo quotes differ, and the v2 Growth list is £50k.

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

AImade from

The story

As at Fri 9 Oct 2026

Prospect

Prospect: Ravensholt Capital has an open new Growth deal for £62k at the CRM's demo stage, expected to close 27 Nov 2026. Neil Barlow liked the demo, but the quoted prices differ between calls and the IT security review is outstanding.

Prospect: Ravensholt Capital has no order form, invoice or ARR. Its open new Growth deal for £62k sits at the CRM's demo stage, expected to close 27 Nov 2026; there are no contract or renewal dates.

No platform usage or tickets are on record, so there is no trajectory to read. Neil Barlow, Head of Operations, attended both calls and called the demo quite impressive; Emma Quinn, the economic buyer, has not been on a call.

The quotes differ: £44k plus £12k at discovery, then £62k for year one at the demo, against a v2 Growth list of £50k. Ravensholt's IT team has still to review the security questionnaire dated 2 Oct 2026.

Lewis Kerr should send Neil one reconciled Growth price, approved by Owen Tallis, by 9 Oct 2026, ahead of the proposal call booked for 13 Oct 2026 at 15:15, and ask him to bring in Emma.

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

Finance read

As at Fri 9 Oct 2026

Prospect, one open deal

Standing No invoices

Ravensholt Capital has no ARR and no invoices. One open new Growth deal sits at the demo stage, with expected close on 27 Nov 2026. It is a forecast, not a win.

Open Growth deal at demo stage is a forecast
Expected close 27 Nov 2026
No order form, no ARR, no invoices

The analysis

Recurring revenue: no order form has started, so there is no ARR. The CRM shows £0 ARR over one CRM record at stage opportunity, matching the invoiced run rate of £0 and the order-form ARR of £0.

Next commitment: none is contracted. The open deal is a forecast only.

Billing: there are no invoices, so nothing is overdue or disputed.

Deals: the open new Growth deal is at the demo stage, with an amount of £62k and an annual value of £50k. It was created on 18 Aug 2026. The owner, Lewis Kerr, is active in HR.

Ravensholt Capital – New ARR by month CRM reconciliation

Made from 1 deal · 2 fact tables

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

AImade from

Platform usage

No 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

No open tickets.

Helpdeskmade from

Activity

Upcoming
13 Oct 2026upcoming callRavensholt Capital / BG-Demo – Proposal Lewis Kerr, Neil Barlow
Held
2 Oct 2026documentRavensholt Capital - Security Questionnaire Hannah Lowe
28 Sep 2026callRavensholt Capital / BG-Demo – Demo Lewis Kerr, Theo Gallagher, Neil Barlow
9 Sep 2026callRavensholt Capital / BG-Demo – Discovery Lewis Kerr, Neil Barlow
18 Aug 2026dealRavensholt Capital – New Lewis Kerr, Neil Barlow
16 Apr 2026eventBG-Demo webinar Alice Brewer, Joost Verbeek, Jenna Price, Luis Herrera, Elliot Kirkby, Asif Jagger, Bryony Gilchrist, Cian O'Leary, Jennifer Moua, Tyler Brookes, Sandra Neale, Clodagh Fitzgerald, Grant Mattner, Jens Maes, Gemma Varley, Timo Brand, Wayne Entwistle, Rhys Gulliver, Kerry Bramall, Annika Lund, Jenna Lindstrom, Yara Mulder, Lars Bach, Hui Min Tan, Olivier Rousseau, Dev Malhotra, Alyssa Jenkins, Neil Barlow, Elise Lambert, Gemma Dobson, Tariq Saleem, Fiona Marsden, Elspeth Haldane, Douglas Forsyth, Becky Tattersall, Joe Mallinson, Ronan Healy, Nigel Ferris, Trevor Mayhew, Lars Wübbena, Pauline Metcalfe, Bernard Haslam+39
27 May 2025eventRevenue leaders roundtable Sofia Marchetti, Jenna Price, Helen Marsden, Ravi Atherton, Sofie Claes, Johan Ekström, Neil Entwistle, Noel Cronin, Ashley Chen, Melvin Goh, Gina Ferraro, Howard Feinberg, Nikhil Rao, Josh Pearce, Huw Bevan, Clive Wardle, Harry Kitching, Beth Venn, Mohammed Hanif, Andre Baptiste, Brent Overholt, Geneviève Lalonde, Rebecca Ainsworth, Richard Lazenby, Trevor Bulmer, Bryony Vosper, Ronan Mulcahy, Lewis Tait, Lars Bach, Hui Min Tan, Alyssa Jenkins, Emma Quinn, Priti Haworth, Alexa Fraser, Henrik Lorenz, Carl Whittle, Aoife Mulcahy, Declan Moran, Siobhán Nolan, Ronan Healy, Kayleigh Roberts, Liam Corner, Megan Statham+40

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
Columns, left to right: Source rows, Raw things, AI summaries, People, Organisation, Organisation AI, Narratives, Pages

Ravensholt Capital's pages are written from 4 organisation-level AI texts (assessment / next steps), 1 period digest and 1 narrative-level AI text, which in turn draw on 4 AI summaries of 5 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 4 pages. 3 AI records in this trail are not written yet.

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

Activity page block
- Ravensholt Capital / BG-Demo – Discovery entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - call_recorder/calls.csv call_037_001 raw row
- Ravensholt Capital / BG-Demo – Demo entity
  - Ravensholt Capital entity
    - crm/companies.csv org_037 raw row
  - call_recorder/calls.csv call_037_002 raw row
- Ravensholt Capital / BG-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_11403 raw row
  - event_platform/registrations.csv evt_0967_roundtable:per_11503 raw row
  - +37 more
- +1 more
AI opinion page block
- Ravensholt Capital: open Growth prospect AI record
  - 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
  - Prospect, one open deal 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
    - 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
    - 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
  - Discovery: Growth tier for client-service team AI record
    - Ravensholt Capital / BG-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 / BG-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 Capital entity
    - crm/companies.csv org_037 raw row
  - Neil Barlow, Head of Operations AI record
    - Discovery: Growth tier for client-service team AI record
      - Ravensholt Capital / BG-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 / BG-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 Capital entity
      - crm/companies.csv org_037 raw row
    - Neil Barlow entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - crm/contacts.csv per_3701:org_037 raw row
  - +3 more
ARR journey (computed from the records; nothing to show yet) 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: open Growth prospect AI record
  - 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
  - Prospect, one open deal 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
    - 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
    - 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
  - Discovery: Growth tier for client-service team AI record
    - Ravensholt Capital / BG-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 / BG-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 Capital entity
    - crm/companies.csv org_037 raw row
  - Neil Barlow, Head of Operations AI record
    - Discovery: Growth tier for client-service team AI record
      - Ravensholt Capital / BG-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 / BG-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 Capital entity
      - crm/companies.csv org_037 raw row
    - Neil Barlow entity
      - Ravensholt Capital entity
        crm/companies.csv org_037 raw row
      - crm/contacts.csv per_3701:org_037 raw row
  - +3 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
Finance read page block
- Prospect, one open deal 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
  - 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
  - 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
hero page block
- Ravensholt Capital: open Growth prospect AI record
  - 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
  - Prospect, one open deal 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
    - 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
    - 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
        +1 more
  - +3 more
History by quarter (computed from the records; nothing to show yet) page block
Key facts page block
Evidence trail page block
The story page block
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
Usage read (computed from the records; nothing to show yet) page block

Computedmade from

Sources AI · Calls · CRM · Documents · Events

made from

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

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

Ravensholt Capital

AI facts

Profile

AI opinion

Key facts

Next step

The story

ARR journey

Finance read

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