Bellgrove Pension Trustees

AI facts

As at Fri 9 Oct 2026

Bellgrove Pension Trustees is a London pensions administration prospect with no order form, no invoices and £0 ARR. No platform usage or tickets are on record. One open new-business Growth deal sits at the discovery stage in the CRM, with an amount of £62k, an annual value of £50k and an expected close of 19 Feb 2027. A demo is booked for 15 Oct 2026 at 16:30.

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

AImade from

Profile

Updated 9 Oct 26

IndustryPensions administration
Websitebellgrove.example
CountryUnited Kingdom
HQ cityLondon
Size150 employees
CRM ownerSophie Ling
TypeProspectdiffers
StateProspect

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Prospect, because Bellgrove has no contract or billing and one Growth deal at discovery. Maxine Ojo, the Chief Executive, named the cost of manual data gathering and agreed to move ahead. Budget, decision date and the security answer remain unproven before the proposal.

Signals Finance read Bellgrove Pension Trustees / BG-Demo – Discovery Webinar for compliance and IT leaders

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

AImade from

Key facts

Updated 9 Oct 26

Open dealDiscovery · £62,000
Last contact1 Oct 2026

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Sophie Ling asks Oliver Pennock to bring Raj Sandhu to the 15 Oct 2026 demo and prepares a written security answer for personal member data with Hannah Lowe. discovery
Who: Sophie Ling
When: This week by 9 Oct 2026
Why: Before the 15 Oct 2026 demo, Sophie Ling and Hannah Lowe should prepare a written security answer for personal member data and ask Oliver Pennock to bring Raj Sandhu, who has not engaged so far.

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

AImade from

The story

As at Fri 9 Oct 2026

Prospect

Prospect: Bellgrove Pension Trustees has no contract or invoices. One Growth deal sits at discovery in the CRM after a positive 1 Oct 2026 call. The demo booked for 15 Oct 2026 needs a firm security answer, with Raj Sandhu invited.

Prospect, Bellgrove Pension Trustees has no order form, invoices or ARR, so there is nothing to renew. The CRM holds one new-business Growth deal at discovery: £62k, annual value £50k, expected close 19 Feb 2027, which is a plan.

No platform usage or tickets are on record. Sophie Ling held the 1 Oct 2026 discovery call with Oliver Pennock, the CRM champion, and Maxine Ojo, the Chief Executive, who agreed to a scoping call and proposal.

Security for personal member data was answered only at a high level, and no budget, decision date or rival is shown. Raj Sandhu, Compliance and Information Security Manager, has not replied to a webinar invite from Alice Brewer.

Sophie should ask Oliver to bring Raj to the demo booked for 15 Oct 2026 at 16:30, and prepare a written security answer with Hannah Lowe by 9 Oct 2026.

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

Bellgrove Pension Trustees has no ARR and no billing. One open new-business Growth deal sits at discovery, with an amount of £62k and an annual value of £50k. It is a forecast, not a win.

No ARR and no billing
One open Growth deal at discovery, a forecast
Expected close 19 Feb 2027

The analysis

Recurring revenue: No order form has started, so there is no ARR on record. The CRM shows £0 over one record at the opportunity stage.

Next commitment: None is contracted. The open deal has an expected close of 19 Feb 2027, which is a plan.

Billing: There are no invoices, so nothing is paid, overdue or disputed. Invoiced run rate and order-form ARR are both £0.

Deals: The open new Growth deal is at discovery, with an amount of £62k and an annual value of £50k. It was created on 24 Aug 2026. Its owner, Sophie Ling, is active in HR.

Bellgrove Pension Trustees – 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

No documents in the document store for this subject.

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Bellgrove Pension Trustees – New	discovery	£62,000	19 Feb 2027

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

Upcoming
15 Oct 2026upcoming callBellgrove Pension Trustees / BG-Demo – Demo Sophie Ling, Hannah Lowe, Oliver Pennock
Held
1 Oct 2026callBellgrove Pension Trustees / BG-Demo – Discovery Sophie Ling, Oliver Pennock, Maxine Ojo
24 Sep 2026eventYour renewals, read by the brain Alice Brewer, Louise Carver, Douglas Baird, Greg Haskins, Raj Sandhu, Nate Feldman, Lotte Vermeulen, Rania Khoury, Tamsin Nancarrow, Rosa Ellwood, Tammy Ledbetter, Steven Holroyd, Russell Bland, Daan Visser, Fleur Jansen, Marloes de Vries, Andrea Neumann, Owain Jenkins, Asif Nuttall, Julian Gatcombe, Niall Sutherland, Wesley Crabtree, Jörg Zimmermann, Sierra Valdez, Angus Macrae, Gareth Lumb, Ashok Patel, Graham Rowntree, Shona Barraclough, Josh Fairburn, Stephen Arden, Gail Moorcroft, Florian Wimmer, Euan Drummond, Sinéad Kilkelly, Pieter van Dam, Cian Farrell, Gráinne Lynch, Shonda Barnes, Koen Wouters, Jonas Lehmann, Wei Jie Ong, Mike Delaney, Andre Holloway, Nicola Shaw, Neil Ashworth, Lorraine Kowalczyk, Philip Annear, Graeme Charlton, Ruud Verhoeven, Mirjam Hendriks, Tyrell Haynes, Ingrid Solberg+50
3 Sep 2026email threadWebinar for compliance and IT leaders Alice Brewer, Raj Sandhu
24 Aug 2026dealBellgrove Pension Trustees – New Sophie Ling, Oliver Pennock
23 Sep 2025eventRevenue leaders roundtable Alice Brewer, Claire Haddon, Ellie Rowcliffe, Raj Sandhu, Ravi Atherton, Sam Yates, Luis Herrera, Fran Whiting, Ian Prendergast, Russell Bland, Sukhvinder Dhillon, Allison Pereira, Shane Twomey, Huw Bevan, Kristin Lindahl, Kenneth Fell, Rakesh Solanki, Emma Haworth, Ian Fairclough, Colin Airey, Susan Tweddle, Stefanie Lange, Felicity Gurney, Stephen Quick, Kirsty Ingham, Megan Ibbotson, Katharina Richter, Ben Ratcliffe, Nigel Fairbrother, Marloes Hendriks, Tracy Kaminski, Toby Westwood, Ellie Marchant, Janet Readman, Annika Lund, Rhodri Vaughan, Hans Kok, Terence Bradley, Emma Illingworth, Julian Ferrers, Bryony Searle, Lauren Pilkington, Nadia Bashir, Niamh Fogarty, Declan Moran, Siobhán Nolan, Ilse Smits, Kirsteen Boyd, Andy Buckley+46
25 Feb 2025eventRevenue leaders roundtable Sofia Marchetti, Toby Rickard, Oliver Pennock, Alexander Vallance, Asif Jagger, Steven Holroyd, Matthew Grice, Pieter de Groot, Craig Holt, Tina Goddard, Susan Tweddle, Jas Dhillon, Troy Wendt, Glen Nuttall, Timo Brand, Claire Vasseur, Douglas Entwistle, Diane Hirst, Lukas Brandl, Morag Galbraith, Vincent Ackerley, Tessa Goring, Mads Mortensen, Pat Clixby, Lien Peeters, Anders Holm, Lachlan Hutchinson, Tomasz Wiśniewski, Clara Hoskins, Kirsteen Boyd, Trevor Mayhew, Sinead Maguire, Paul Ottaway, Jade Kenwright, Liam Corner, Vikram Sethi+33

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

Bellgrove Pension Trustees' 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 3 AI summaries of 4 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. 4 AI records in this trail are not written yet.

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

Activity page block
- Bellgrove Pension Trustees / BG-Demo – Discovery entity
  - Bellgrove Pension Trustees entity
    - crm/companies.csv org_109 raw row
  - call_recorder/calls.csv call_109_001 raw row
- Bellgrove Pension Trustees / BG-Demo – Demo entity
  - Bellgrove Pension Trustees entity
    - crm/companies.csv org_109 raw row
  - call_recorder/calls.csv call_109_002 raw row
- Bellgrove Pension Trustees – New entity
  - Bellgrove Pension Trustees entity
    - crm/companies.csv org_109 raw row
  - crm/deal_line_items.csv deal_109_01:1 raw row
  - crm/deal_line_items.csv deal_109_01:2 raw row
  - crm/deal_stage_history.csv deal_109_01:1 raw row
  - crm/deal_stage_history.csv deal_109_01:2 raw row
  - crm/deals.csv deal_109_01 raw row
- Revenue leaders roundtable entity
  - event_platform/events.csv evt_0876_roundtable raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_10703 raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_10901 raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_12602 raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_1502 raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_15702 raw row
  - +30 more
- Revenue leaders roundtable entity
  - event_platform/events.csv evt_1086_roundtable raw row
  - event_platform/registrations.csv evt_1086_roundtable:per_0403 raw row
  - event_platform/registrations.csv evt_1086_roundtable:per_10001 raw row
  - event_platform/registrations.csv evt_1086_roundtable:per_10903 raw row
  - event_platform/registrations.csv evt_1086_roundtable:per_1102 raw row
  - event_platform/registrations.csv evt_1086_roundtable:per_1205 raw row
  - +43 more
- Your renewals, read by the brain entity
  - event_platform/events.csv evt_1452_webinar raw row
  - event_platform/registrations.csv evt_1452_webinar:per_0104 raw row
  - event_platform/registrations.csv evt_1452_webinar:per_0502 raw row
  - event_platform/registrations.csv evt_1452_webinar:per_1002 raw row
  - event_platform/registrations.csv evt_1452_webinar:per_10903 raw row
  - event_platform/registrations.csv evt_1452_webinar:per_11201 raw row
  - +47 more
- +1 more
AI opinion page block
- Bellgrove Pension Trustees: prospect AI record
  - Prospect, one open deal AI record
    - Bellgrove Pension Trustees – New entity
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
      - crm/deal_line_items.csv deal_109_01:1 raw row
      - crm/deal_line_items.csv deal_109_01:2 raw row
      - crm/deal_stage_history.csv deal_109_01:1 raw row
      - crm/deal_stage_history.csv deal_109_01:2 raw row
      - crm/deals.csv deal_109_01 raw row
    - facts.arr_monthly:org_109 facts table
      - Bellgrove Pension Trustees – New entity
        Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
        crm/deal_line_items.csv deal_109_01:1 raw row
        crm/deal_line_items.csv deal_109_01:2 raw row
        crm/deal_stage_history.csv deal_109_01:1 raw row
        crm/deal_stage_history.csv deal_109_01:2 raw row
        crm/deals.csv deal_109_01 raw row
    - facts.reconciliation_t0:org_109 facts table
      - Bellgrove Pension Trustees – New entity
        Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
        crm/deal_line_items.csv deal_109_01:1 raw row
        crm/deal_line_items.csv deal_109_01:2 raw row
        crm/deal_stage_history.csv deal_109_01:1 raw row
        crm/deal_stage_history.csv deal_109_01:2 raw row
        crm/deals.csv deal_109_01 raw row
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
    - Bellgrove Pension Trustees entity
      - crm/companies.csv org_109 raw row
  - Discovery: pension schemes data across systems AI record
    - Bellgrove Pension Trustees / BG-Demo – Discovery entity
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
      - call_recorder/calls.csv call_109_001 raw row
    - Bellgrove Pension Trustees entity
      - crm/companies.csv org_109 raw row
  - Webinar invite to Bellgrove AI record
    - Bellgrove Pension Trustees entity
      - crm/companies.csv org_109 raw row
    - Webinar for compliance and IT leaders entity
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
      - mailbox/messages.csv thr_109_0001:1 raw row
      - mailbox/threads.csv thr_109_0001 raw row
  - Bellgrove Pension Trustees entity
    - crm/companies.csv org_109 raw row
  - Oliver Pennock, Head of Trustee Operations AI record
    - Discovery: pension schemes data across systems AI record
      - Bellgrove Pension Trustees / BG-Demo – Discovery entity
        Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
        call_recorder/calls.csv call_109_001 raw row
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
    - Bellgrove Pension Trustees entity
      - crm/companies.csv org_109 raw row
    - Oliver Pennock entity
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
      - crm/contacts.csv per_10901:org_109 raw row
  - Maxine Ojo, Chief Executive AI record
    - Discovery: pension schemes data across systems AI record
      - Bellgrove Pension Trustees / BG-Demo – Discovery entity
        Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
        call_recorder/calls.csv call_109_001 raw row
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
    - Bellgrove Pension Trustees entity
      - crm/companies.csv org_109 raw row
    - Maxine Ojo entity
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
      - crm/contacts.csv per_10902:org_109 raw row
  - +2 more
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_109 facts table
  - Bellgrove Pension Trustees – New entity
    - Bellgrove Pension Trustees entity
      - crm/companies.csv org_109 raw row
    - crm/deal_line_items.csv deal_109_01:1 raw row
    - crm/deal_line_items.csv deal_109_01:2 raw row
    - crm/deal_stage_history.csv deal_109_01:1 raw row
    - crm/deal_stage_history.csv deal_109_01:2 raw row
    - crm/deals.csv deal_109_01 raw row
AI facts page block
- Bellgrove Pension Trustees: prospect AI record
  - Prospect, one open deal AI record
    - Bellgrove Pension Trustees – New entity
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
      - crm/deal_line_items.csv deal_109_01:1 raw row
      - crm/deal_line_items.csv deal_109_01:2 raw row
      - crm/deal_stage_history.csv deal_109_01:1 raw row
      - crm/deal_stage_history.csv deal_109_01:2 raw row
      - crm/deals.csv deal_109_01 raw row
    - facts.arr_monthly:org_109 facts table
      - Bellgrove Pension Trustees – New entity
        Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
        crm/deal_line_items.csv deal_109_01:1 raw row
        crm/deal_line_items.csv deal_109_01:2 raw row
        crm/deal_stage_history.csv deal_109_01:1 raw row
        crm/deal_stage_history.csv deal_109_01:2 raw row
        crm/deals.csv deal_109_01 raw row
    - facts.reconciliation_t0:org_109 facts table
      - Bellgrove Pension Trustees – New entity
        Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
        crm/deal_line_items.csv deal_109_01:1 raw row
        crm/deal_line_items.csv deal_109_01:2 raw row
        crm/deal_stage_history.csv deal_109_01:1 raw row
        crm/deal_stage_history.csv deal_109_01:2 raw row
        crm/deals.csv deal_109_01 raw row
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
    - Bellgrove Pension Trustees entity
      - crm/companies.csv org_109 raw row
  - Discovery: pension schemes data across systems AI record
    - Bellgrove Pension Trustees / BG-Demo – Discovery entity
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
      - call_recorder/calls.csv call_109_001 raw row
    - Bellgrove Pension Trustees entity
      - crm/companies.csv org_109 raw row
  - Webinar invite to Bellgrove AI record
    - Bellgrove Pension Trustees entity
      - crm/companies.csv org_109 raw row
    - Webinar for compliance and IT leaders entity
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
      - mailbox/messages.csv thr_109_0001:1 raw row
      - mailbox/threads.csv thr_109_0001 raw row
  - Bellgrove Pension Trustees entity
    - crm/companies.csv org_109 raw row
  - Oliver Pennock, Head of Trustee Operations AI record
    - Discovery: pension schemes data across systems AI record
      - Bellgrove Pension Trustees / BG-Demo – Discovery entity
        Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
        call_recorder/calls.csv call_109_001 raw row
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
    - Bellgrove Pension Trustees entity
      - crm/companies.csv org_109 raw row
    - Oliver Pennock entity
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
      - crm/contacts.csv per_10901:org_109 raw row
  - Maxine Ojo, Chief Executive AI record
    - Discovery: pension schemes data across systems AI record
      - Bellgrove Pension Trustees / BG-Demo – Discovery entity
        Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
        call_recorder/calls.csv call_109_001 raw row
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
    - Bellgrove Pension Trustees entity
      - crm/companies.csv org_109 raw row
    - Maxine Ojo entity
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
      - crm/contacts.csv per_10902:org_109 raw row
  - +2 more
Contacts page block
- Oliver Pennock entity
  - Bellgrove Pension Trustees entity
    - crm/companies.csv org_109 raw row
  - crm/contacts.csv per_10901:org_109 raw row
- Maxine Ojo entity
  - Bellgrove Pension Trustees entity
    - crm/companies.csv org_109 raw row
  - crm/contacts.csv per_10902:org_109 raw row
- Raj Sandhu entity
  - Bellgrove Pension Trustees entity
    - crm/companies.csv org_109 raw row
  - crm/contacts.csv per_10903:org_109 raw row
Open deals page block
- Bellgrove Pension Trustees – New entity
  - Bellgrove Pension Trustees entity
    - crm/companies.csv org_109 raw row
  - crm/deal_line_items.csv deal_109_01:1 raw row
  - crm/deal_line_items.csv deal_109_01:2 raw row
  - crm/deal_stage_history.csv deal_109_01:1 raw row
  - crm/deal_stage_history.csv deal_109_01:2 raw row
  - crm/deals.csv deal_109_01 raw row
Documents (computed from the records; nothing to show yet) page block
- document_store/files.csv * raw row
Finance read page block
- Prospect, one open deal AI record
  - Bellgrove Pension Trustees – New entity
    - Bellgrove Pension Trustees entity
      - crm/companies.csv org_109 raw row
    - crm/deal_line_items.csv deal_109_01:1 raw row
    - crm/deal_line_items.csv deal_109_01:2 raw row
    - crm/deal_stage_history.csv deal_109_01:1 raw row
    - crm/deal_stage_history.csv deal_109_01:2 raw row
    - crm/deals.csv deal_109_01 raw row
  - facts.arr_monthly:org_109 facts table
    - Bellgrove Pension Trustees – New entity
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
      - crm/deal_line_items.csv deal_109_01:1 raw row
      - crm/deal_line_items.csv deal_109_01:2 raw row
      - crm/deal_stage_history.csv deal_109_01:1 raw row
      - crm/deal_stage_history.csv deal_109_01:2 raw row
      - crm/deals.csv deal_109_01 raw row
  - facts.reconciliation_t0:org_109 facts table
    - Bellgrove Pension Trustees – New entity
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
      - crm/deal_line_items.csv deal_109_01:1 raw row
      - crm/deal_line_items.csv deal_109_01:2 raw row
      - crm/deal_stage_history.csv deal_109_01:1 raw row
      - crm/deal_stage_history.csv deal_109_01:2 raw row
      - crm/deals.csv deal_109_01 raw row
    - Bellgrove Pension Trustees entity
      - crm/companies.csv org_109 raw row
  - Bellgrove Pension Trustees entity
    - crm/companies.csv org_109 raw row
hero page block
- Bellgrove Pension Trustees: prospect AI record
  - Prospect, one open deal AI record
    - Bellgrove Pension Trustees – New entity
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
      - crm/deal_line_items.csv deal_109_01:1 raw row
      - crm/deal_line_items.csv deal_109_01:2 raw row
      - crm/deal_stage_history.csv deal_109_01:1 raw row
      - crm/deal_stage_history.csv deal_109_01:2 raw row
      - crm/deals.csv deal_109_01 raw row
    - facts.arr_monthly:org_109 facts table
      - Bellgrove Pension Trustees – New entity
        Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
        crm/deal_line_items.csv deal_109_01:1 raw row
        crm/deal_line_items.csv deal_109_01:2 raw row
        crm/deal_stage_history.csv deal_109_01:1 raw row
        crm/deal_stage_history.csv deal_109_01:2 raw row
        crm/deals.csv deal_109_01 raw row
    - facts.reconciliation_t0:org_109 facts table
      - Bellgrove Pension Trustees – New entity
        Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
        crm/deal_line_items.csv deal_109_01:1 raw row
        crm/deal_line_items.csv deal_109_01:2 raw row
        crm/deal_stage_history.csv deal_109_01:1 raw row
        crm/deal_stage_history.csv deal_109_01:2 raw row
        crm/deals.csv deal_109_01 raw row
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
    - Bellgrove Pension Trustees entity
      - crm/companies.csv org_109 raw row
  - Discovery: pension schemes data across systems AI record
    - Bellgrove Pension Trustees / BG-Demo – Discovery entity
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
      - call_recorder/calls.csv call_109_001 raw row
    - Bellgrove Pension Trustees entity
      - crm/companies.csv org_109 raw row
  - Webinar invite to Bellgrove AI record
    - Bellgrove Pension Trustees entity
      - crm/companies.csv org_109 raw row
    - Webinar for compliance and IT leaders entity
      - Bellgrove Pension Trustees entity
        crm/companies.csv org_109 raw row
      - mailbox/messages.csv thr_109_0001:1 raw row
      - mailbox/threads.csv thr_109_0001 raw row
  - Bellgrove Pension Trustees entity
  - +2 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 · 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

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

Bellgrove Pension Trustees

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