B-Viz
Greyfriar Wealth logo

Greyfriar Wealth

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Greyfriar Wealth, a York wealth management firm, has no order form, no tier and no invoices, so contracted and CRM ARR are both £0. There is no platform tenant, so no usage is on record. A new Growth deal with an amount of £56k and an annual value of £44k closed lost on 28 Nov 2025, reason no_decision. A proposal was sent on 6 Oct 2025 and the last recorded interaction was on 7 Oct 2025.

Read from 1 calls · 1 email threads · 1 deals · 3 people, newest 1 Oct 25

AImade from

Profile

Updated 9 Oct 26
  • IndustryWealth managementSource: CRM company record
  • Websitegreyfriar.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityYorkSource: CRM company record
  • Size130 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the only deal closed lost on 28 Nov 2025 with no decision and nothing has been recorded since 7 Oct 2025. Fiona Ibbotson and Nick Normanton were positive on value and price, so a fresh approach by Tom Ashdown may be worth testing.

SignalsFinance readQ3 2025 digestQ4 2025 digestHugh Kitching

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

AImade from

Key facts

Updated 9 Oct 26
  • Last contact7 Oct 2025Email: Next steps in discovery · 367 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Tom Ashdown emails Nick Normanton to ask whether faster client reporting is still unsolved and offers a Growth demo on Greyfriar Wealth's own data. Re engage
Who
Tom Ashdown Tom Ashdown
When
This week by 9 Oct 2026
Why
Tom Ashdown should reopen Greyfriar Wealth with Nick Normanton on the faster client reporting need from the 2025 discovery call. The Growth deal closed lost on 28 Nov 2025 with no decision, and nothing has been recorded since 7 Oct 2025.

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

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: Greyfriar Wealth's only deal, a new Growth deal, closed lost on 28 Nov 2025 with no decision. There is no order form, ARR or invoice and no contact since 7 Oct 2025. Tom Ashdown is to reopen the conversation with Nick Normanton.

Lost. Greyfriar Wealth's only deal, a new Growth deal with an annual value of £44k, closed lost in the CRM on 28 Nov 2025 for no decision; there is no order form, ARR or invoice.

No platform tenant exists, so there is no usage and no tickets. Tom Ashdown held the 29 Sep 2025 discovery call with Nick Normanton, Head of Client Services, and Fiona Ibbotson, Chief Executive, then sent a proposal on 6 Oct 2025.

Nothing has been recorded since 7 Oct 2025. A return would be priced on the v2 Growth list of £50k, above the lost £44k, and Hugh Kitching in procurement was never engaged.

Tom should email Nick by 9 Oct 2026, asking whether faster client reporting is still unsolved and offering a Growth demo on Greyfriar Wealth's own data. Owen Tallis, VP Sales, agrees the pricing position first.

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 lost deal, no billing

Standing No invoices

Greyfriar Wealth has no ARR and no invoices. Its one deal, a new Growth deal, closed lost on 28 Nov 2025 with the reason no_decision. The CRM stage is lost.

  • No ARR and no billing
  • New Growth deal closed lost, reason no_decision
The analysis

Recurring revenue: no order form has started, so there is no ARR. The reconciliation shows CRM ARR, the invoiced run rate and order-form ARR all at £0.

Next commitment: none. No renewal or open deal is on record.

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

Deals: the new Growth deal had an amount of £56k and an annual value of £44k. It closed lost on 28 Nov 2025, reason no_decision. The owner, Tom Ashdown, is active in HR.

Greyfriar Wealth – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

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

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History by quarter

As at Fri 9 Oct 2026

Each earlier quarter in one AI digest of its calls, email threads, tickets and news, newest first; from 1 Jul 2026 the assessment reads every one of them itself.

  1. Q4 2025

    Q4 2025: proposal sent, demo awaited

    One read this quarter: an email thread in which Greyfriar Wealth's chief executive asked for a proposal, received it on 6 Oct 2025, liked it and asked for an early November demo. No price or decision is shown.

    The analysis

    Period: this digest rests on one read, an email thread opened on 1 Oct 2025 about next steps in discovery.

    Proposal: Fiona Ibbotson asked Tom Ashdown for the proposal plus implementation timing and cost. Tom sent it on 6 Oct 2025 with a go-live of around eight weeks from start.

    Customer view: Fiona said "This looks good" and proposed a demo in early November, coordinating with Nick Normanton. The sentiment is positive and the chief executive and Head of Client Services are both engaged.

    Open at the end: the thread does not show the proposal price, a decision, or whether the demo was held. Tom still needed to fix a demo date with Fiona and Nick, and the deal could stall between proposal and demo.

    Next steps in discovery

    Made from 1 email thread

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

  2. Q3 2025

    Q3 2025: one discovery call, Growth pitched

    One read in the period: the 29 Sep 2025 discovery call. Greyfriar Wealth described manual client reporting across five or six systems. Tom Ashdown pitched Growth at a verbal ballpark of £44k to £50k a year plus implementation.

    The analysis

    Discovery: the period holds one read, the 29 Sep 2025 discovery call. Tom Ashdown spoke with Fiona Ibbotson and Nick Normanton about hand-compiled client reports and slow profitability analysis.

    Customer view: Fiona said real-time answers "would change how we run the business". Nick had found a custom build too costly and the analytics platforms too expensive or data-hungry, and called the price "not unreasonable".

    Commercial: Tom recommended Growth at a ballpark £44k to £50k annually, and roughly £56k all-in for year one. That was a verbal estimate, not a proposal.

    Risks: the customer may anchor on the lower figure. Compliance and confidentiality in wealth management could prolong any security or data review.

    Open at the end: Tom was to send the questionnaire and book a technical discovery with a solutions engineer. The read does not show whether that was booked or held, and no proposal or order form appears in the period.

    Greyfriar Wealth / BG-Demo – Discovery

    Made from 1 call

    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

No documents in the document store for this subject.

Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • 20 Nov 2025eventBG-Demo webinar Alice Brewer, Harriet Gale, Lorna Wishart, Koen Janssens, Edward Grey, Mark Ellwood, Shona Baird, Morven Tait, Matthew Grice, Cerys Llewellyn, Emma Haworth, Susan Tweddle, Clodagh Fitzgerald, Nathan Booth, Aaron Graham, Julian Gatcombe, Jacqueline Sutcliffe, Amanda Holt, Willem Arts, Wayne Entwistle, Dale Pickles, Niamh Fahy, Marloes Hendriks, Toby Westwood, Callum Rix, Ellie Marchant, Jenny Trethewey, Kayleigh Pounder, Gráinne Lynch, Hugo Fawcett, Ida Mortensen, Raj Bhogal, Faye Lund, Anders Holm, Brodie Kennedy, Luke Kershaw, Fiona Ibbotson, Fiona Fairclough, Bernadette Lowry, Desmond Oyelaran, Philip Annear, Priscilla Bowen, Liam Corner, Florian BeckerAlice BrewerHarriet GaleLorna Wishart+41
  • 1 Oct 2025email threadNext steps in discovery Tom Ashdown, Nick Normanton, Fiona IbbotsonGreyfriar Wealth logoTom AshdownNick NormantonFiona Ibbotson
  • 29 Sep 2025callGreyfriar Wealth / BG-Demo – Discovery Tom Ashdown, Nick Normanton, Fiona IbbotsonGreyfriar Wealth logoTom AshdownNick NormantonFiona Ibbotson
  • 21 Jul 2025dealGreyfriar Wealth – New Tom Ashdown, Nick NormantonGreyfriar Wealth logoTom AshdownNick Normanton
CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26
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

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

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Calls · CRM · Events · Email
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

Help & Support

Open as a page

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.

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What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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.

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