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Fulbourn Underwriting

Lost£0
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AI facts

As at Fri 9 Oct 2026

Fulbourn Underwriting has no order form, no invoices and £0 ARR, and the CRM stage is lost. BG-Demo offered Enterprise at £110k a year plus a £30k implementation, £140k in year one, in an unsigned proposal of 18 Dec 2024. The deal closed lost on 6 Feb 2025 with reason no_decision. There is no B-Viz tenant and no usage on record. The last recorded interaction was on 20 Jan 2025.

Read from 5 calls · 2 email threads · 1 deals · 3 people · 3 documents, newest 16 Jan 25

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsuranceSource: CRM company record
  • Websitefulbourn.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityLondonSource: CRM company record
  • Size260 employeesSource: CRM company record
  • CRM ownerLewis KerrSource: 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 Enterprise deal closed with no decision and nothing has been heard since 20 Jan 2025. Signature stalled on Nicholas Fairbairn's review of the security scope. Octavia Blake said the figures worked, so reopening the conversation is the one opportunity.

SignalsFinance readDocument roll-upQ1 2025 digest

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

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Key facts

Updated 9 Oct 26
  • Last contact20 Jan 2025Email: Following up on implementation and licensing · 627 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Lewis Kerr contacts Octavia Blake to offer Nicholas Fairbairn a security review scope walkthrough that reopens the Enterprise conversation. Re engage
Who
Lewis Kerr Lewis Kerr
When
This month by 9 Oct 2026
Why
Lewis Kerr should reopen talks with Octavia Blake by offering a security review scope summary for Nicholas Fairbairn. The Enterprise deal stalled on that scope and closed lost with no decision on 6 Feb 2025.

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

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The story

As at Fri 9 Oct 2026
Lost

Lost: Fulbourn Underwriting's only Enterprise deal, £140k in year one, closed lost on 6 Feb 2025 with no decision after stalling on the COO's security review. Lewis Kerr is to reopen talks through Octavia Blake with a security scope walkthrough.

Lost: Fulbourn Underwriting's one Enterprise deal, £140k in year one, closed lost in the CRM on 6 Feb 2025 with no decision. Nothing was signed beyond an unsigned proposal of 18 Dec 2024, so there is no contract or renewal.

There is no B-Viz tenant, so there is no usage, ticket or billing history. Octavia Blake, Head of Underwriting Operations, joined all five recorded calls and said the figures worked; Priya Raman, who opened the account, has left BG-Demo.

Signature stalled on Nicholas Fairbairn, Chief Operating Officer, seeing the security review scope, and nothing has been heard since 20 Jan 2025. A twelve percent first-year discount offered by Owen Tallis on 14 Jan 2025 was never contracted.

Lewis Kerr should contact Octavia to offer Nicholas a security scope walkthrough, with Anil Joshi invited, by 9 Oct 2026. Hannah Lowe prepares the scope summary and Owen sets the discount position.

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

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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

Fulbourn Underwriting has no ARR and no invoices. Its one new Enterprise deal closed lost with reason no_decision. The deal owner, Tom Ashdown, is active in HR.

  • No order form, no ARR, no billing
  • Only deal closed lost: no_decision
The analysis

Recurring revenue: there is no order form and no ARR on record. The CRM shows £0 over one CRM record at stage lost, and the invoiced run rate is £0.

Next commitment: none. No order form has started and no renewal is due.

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

Deals: the one new Enterprise deal closed lost on 6 Feb 2025 with reason no_decision. Its amount was £140k and its annual value £110k. The owner, Tom Ashdown, is active in HR.

Fulbourn Underwriting – 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. Q1 2025

    Q1 2025: discount agreed, order form unsigned

    Two reads in January 2025: a call settling a twelve percent first-year discount on a three-year commitment, and a thread with a £140k proposal held pending Nicholas Fairbairn seeing the security review scope. No signature shown.

    The analysis

    Negotiation: On the 14 Jan 2025 call, Nicholas Fairbairn asked for a first-year discount against a three-year commitment. Owen Tallis offered twelve percent with full price from year two, and Nicholas accepted.

    Customer view: Octavia Blake said Fulbourn would commit contractually to the three years. Nicholas called it a significant investment and wanted the discount to help build the business case.

    Sequence: The agreed order was a revised quote, a signed order form, then the implementation clock starts with the security review running in parallel. Lewis Kerr was to send the revised quote the same day and draft the order form with Owen.

    Proposal: In the thread of 16 Jan 2025, Lewis proposed a compressed security review and sent a proposal totalling £140k excluding VAT. Octavia said the figures work, but signature depends on Nicholas, the Chief Operating Officer, seeing the security review scope.

    Open at the end: The proposal is an open item, not executed paper. Neither read shows a signed order form, so the twelve percent discount is not contracted. Lewis still had to arrange the scope call, and no date for it is shown.

    Fulbourn Underwriting / BG-Demo – NegotiationFollowing up on implementation and licensing

    Made from 1 call · 1 email thread

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

  2. Q4 2024

    Q4 2024: Enterprise sale moves to proposal

    Fulbourn Underwriting moved from a first discovery call to an Enterprise proposal walk-through. Octavia Blake was positive, Nicholas Fairbairn still had to be convinced and take the quote to finance and IT. Nothing was signed.

    The analysis

    Discovery: On 28 Oct 2024 Priya Raman emailed Octavia Blake to fix a discovery session, and the thread shows no reply. The discovery call followed on 30 Oct 2024.

    Price: On the 30 Oct 2024 call Priya quoted Enterprise at £110k a year plus a £30k implementation, £140k in the first year. Octavia called it substantial and said they would think; Nicholas Fairbairn said 'time is money for us'.

    Demo: On 28 Nov 2024 Lewis Kerr and Hannah Lowe demoed on Fulbourn's own systems. Octavia asked about audit trail, dashboards and data currency, and asked for a proposal; Nicholas was not on the call.

    Second demo: On 6 Dec 2024 Hannah showed a query across all files answered in two seconds. Octavia said they were close to ready and would reply before Christmas; Nicholas had asked for more on performance and data quality.

    Proposal: On 20 Dec 2024 Lewis walked both through the Enterprise proposal at £30k implementation and £110k a year, with a 12 week timeline. Lewis stated a 30-minute response and a 10% monthly credit, which must match the order form.

    Open at the end: The quote still had to pass finance and IT, and the mandatory security review sat before implementation. The evidence does not show a signed order form, a competitor or a budget.

    Fulbourn Underwriting / BG-Demo – DiscoveryFulbourn Underwriting / BG-Demo – DemoFulbourn Underwriting / BG-Demo – DemoFulbourn Underwriting / BG-Demo – ProposalScheduling our discovery session

    Made from 4 calls · 1 email thread

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

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Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Updated 9 Oct 26

3 documents in 2 folders; 1 drafts hang on their executed paper. 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
Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

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

Fulbourn Underwriting'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 10 AI summaries of 11 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 4 staff (0 with an AI write-up), shown on 3 pages. 1 AI record in this trail is not written yet.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Calls · CRM · Documents · 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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Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

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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