Ravensholt Capital / BB-Demo – Proposal

First proposal call with Ravensholt Capital on an open Growth deal at £62k. The year-one price shifted between discovery and demo, the economic buyer has not been engaged, and IT security review is outstanding.

Context: Ravensholt Capital, an Edinburgh asset manager, is a prospect. Neil Barlow is the only contact on either call. The deal record holds £62k with an ACV of £50k, at CRM stage demo, expected to close on 27 Nov 2026.

Approach: Lewis Kerr should lead with one written price that shows subscription and implementation separately, signed off by Owen Tallis. Lewis should explain how it relates to the discovery and demo quotes. Then he should agree the next steps: Emma Quinn in the decision, and a security call with Theo Gallagher for Ravensholt's IT team.

Watch for: a third version of the price, which would cost trust. Also watch for a repeat of Neil's concern about the eight-week implementation effort. The records do not show whether the reconciled price reached Neil before the call.

AI · claude-opus-5-5 · 14 Oct 2026