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Kittatinny Payments

Lost£0

AI facts

As at Fri 9 Oct 2026

Kittatinny Payments has no order form, no invoices and £0 ARR, and the CRM stage is lost. The final Growth proposal of 2 Dec 2025 priced the subscription at £44k a year plus a £12k implementation, a Year 1 total of £56k. The Growth deal was closed lost on 2 Jan 2026, with security review as the lost reason. There is no usage on record, no open deal and no booked call. A 26 May 2026 news item reported revenue growth and engineering hiring.

Read from 3 calls · 2 email threads · 1 news items · 1 deals · 3 people · 3 documents, newest 26 May 26

Profile

Updated 9 Oct 26
  • IndustryPaymentsSource: CRM company record
  • Websitekittatinny.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityNew YorkSource: CRM company record
  • Size260 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Lost, because the only Growth deal was closed lost at security review on 2 Jan 2026 and no conversation is on record since 2 Dec 2025. No order form or open deal exists. The reported growth could justify a fresh approach that starts with the security review.

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

Key facts

Updated 9 Oct 26
  • Last contact2 Dec 2025Call: Kittatinny Payments / BG-Demo – Proposal · 311 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Tom Ashdown contacts Alyssa Romano to learn what blocked the security review and proposes a session with Andre Baptiste to reopen a Growth evaluation. Re engage
Who
Tom Ashdown Tom Ashdown
When
This week by 9 Oct 2026
Why
Tom Ashdown should reopen talks with Alyssa Romano and find out what blocked security review. The only Growth deal was closed lost there on 2 Jan 2026, and nothing is on record since 2 Dec 2025.

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

The story

As at Fri 9 Oct 2026
Lost

Lost: Kittatinny Payments' only Growth deal closed lost at security review on 2 Jan 2026, with no order form, no ARR and no contact since 2 Dec 2025. Tom Ashdown should reopen talks with Alyssa Romano.

Lost: Kittatinny Payments never became a customer. The only Growth deal closed lost at security review on 2 Jan 2026, and the 2 Dec 2025 proposal at £44k a year plus a £12k implementation was never executed.

There is no usage, ticket or invoice history because no subscription started. Alyssa Romano, VP Merchant Services, attended all three recorded calls, and Anya Petrova, who ran the demo, left BG-Demo on 28 Nov 2025.

Nothing is on record since 2 Dec 2025, and the record does not show what failed at security review. A 26 May 2026 news item reported revenue growth and engineering hiring.

Tom Ashdown should contact Alyssa to learn what blocked security review and propose a session with Andre Baptiste, Director of IT Security, by 9 Oct 2026. Any new proposal uses the v2 Growth list of £50k.

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

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

Kittatinny Payments has no ARR and no invoices. Its one new Growth deal was closed lost on 2 Jan 2026 at security review. There is no open pipeline.

  • No order form, no ARR, no billing
  • Growth deal lost at security review on 2 Jan 2026
  • No open deals
The analysis

Recurring revenue: no order form has started, so there is no ARR and no direction of travel.

Billing: there are no invoices, so nothing is owed, overdue or disputed. The CRM shows £0 ARR and the stage lost, which matches the order forms and invoices.

Deals: the new Growth deal showed an amount of £56k and an annual value of £44k, and was closed lost on 2 Jan 2026. The lost reason is security review. The owner, Lewis Kerr, is active in HR.

Made from 1 deal · 2 fact tables

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

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. Q2 2026

    Q2 2026: one news item on reported growth

    One read in the quarter: a 26 May 2026 news item reporting strong growth at Kittatinny Payments, driven by mid-market platforms and higher transaction volumes. No calls, emails or tickets are in the period.

    The analysis

    News: The period holds one read, the 26 May 2026 Payments Trade Gazette item. It reported revenue growth driven by mid-market platform providers and growing transaction volumes.

    Product and hiring: The firm is expanding products for smaller operators and hiring engineering staff. The read sees possible wider data needs, but the item itself does not state any.

    Account reading: The read rates the item as neutral in importance and medium in significance. It names no acquisition, executive change or regulatory change, and nothing in it changes a contract.

    Open at the end: The suggested next step is to mention the reported growth at the next customer conversation and ask whether it changes their plans. The evidence does not show that this was done, and it shows no customer voice, usage, support or commercial activity in the quarter.

    Made from 1 news item

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

  2. Q4 2025

    Q4 2025: Growth proposal, no signature shown

    Kittatinny Payments moved from discovery to a Growth proposal in Q4 2025 with positive sentiment. The CFO, Marc Feldstein, was walked through terms on 2 Dec 2025 and would check the MSA with legal. No executed order form is shown.

    The analysis

    Discovery: On the 1 Oct 2025 call, Alyssa Romano and Marc Feldstein described partner data split across Salesforce, payments and accounting, with heavy manual reporting. Lewis Kerr quoted Growth at £12k implementation and £44k subscription, and a demo on their own data was agreed.

    Demo: The 3 Nov 2025 demo, hosted by Tom Ashdown with Anya Petrova showing a live query, quoted the same Growth price. Alyssa wanted to start mid-January and to bring in Marc, who had not seen the price.

    Scheduling: The 5 Nov 2025 email thread booked a further demo for Tue 11 Nov 2025 at 11:00 on a demo environment built from the customer's Salesforce and billing data. Alyssa sounded keen. The record does not show how that session went.

    Proposal: On 2 Dec 2025 Sophie Ling took Alyssa and Marc through the Growth proposal: £44k a year plus a fixed £12k implementation over eight weeks. Marc asked about payment, cancellation, fixed scope and a pilot, and said he would check the MSA with legal.

    Pricing: The £44k matches the v1 Growth list, although v2 applied to new business from 1 Dec 2025. The call does not explain why.

    Open at the end: No executed order form is shown, so the proposal is an open item. Legal review of the MSA, the price basis and the Snowflake account the customer does not yet have all remain unresolved.

    Made from 3 calls · 1 email thread

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

  3. Q2 2025

    Q2 2025: one unanswered event invitation

    One read in the quarter: an outbound invitation from Sofia Marchetti to Andre Baptiste for a London roundtable on 27 May 2025. No customer reply is shown, so interest and engagement are not evidenced.

    The analysis

    Period: this digest rests on one read, an email thread dated 5 May 2025 titled as a revenue leaders roundtable in London.

    Invitation: Sofia Marchetti invited Andre Baptiste to a small roundtable for heads of revenue operations on 27 May 2025. It is an event invitation, not a commercial discussion.

    Customer view: the thread holds no response from Kittatinny Payments, so the evidence does not show interest. Andre is Director of IT Security, so the invitation targeted a role different from the one named in the event.

    Open at the end: the thread shows no follow-up. The read suggests Sofia could check whether Andre saw the invitation and whether a better contact exists. The read flags no engagement from Kittatinny Payments as a risk.

    Not shown: the evidence holds no calls, tickets, pricing talk or renewal activity for the quarter.

    Made from 1 email thread

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

Platform usage

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

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.

Open tickets

No open tickets.

Helpdeskmade from

Activity

Contacts

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

Kittatinny Payments' pages are written from 3 organisation-level AI texts (assessment / next steps), 3 period digests and 1 narrative-level AI text, which in turn draw on 9 AI summaries of 10 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 4 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 · Web

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

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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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