Bellgrove Pension Trustees

AI facts

Current to 13 Oct 26

Bellgrove Pension Trustees is a London pensions administration prospect with no contract, no invoices and £0 ARR in the CRM. An open new Growth deal for £62k sits at the CRM stage discovery, with an expected close of 19 Feb 2027. No usage or tickets are recorded. On the 1 Oct 2026 discovery call the customer described about thirty schemes with data split across four systems. 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

Current to 13 Oct 26

Prospect, because there is no contract and the deal is at discovery. Maxine Ojo, the Chief Executive, named the cost of manual data gathering and agreed to move ahead, but budget and decision date are unknown. The opportunity is a Growth subscription with four sources to connect.

Signals Bellgrove Pension Trustees – New Bellgrove Pension Trustees / BB-Demo – Discovery Webinar for compliance and IT leaders

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Open dealDiscovery · £62,000
Last contact1 Oct 2026

Computedmade from

Next step

Current to 14 Oct 26

What: Sophie Ling asks Oliver Pennock to bring Raj Sandhu to the 15 Oct 2026 demo and prepares a written security answer on personal member data with Hannah Lowe. discovery
Who: Sophie Ling
When: This week by 9 Oct 2026
Why: Sophie Ling should ask Oliver Pennock to bring Raj Sandhu to the 15 Oct 2026 demo, with a written answer on personal member data security. Security was the one concern raised on the 1 Oct 2026 call, and it was answered only at a high level.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

The story

Current to 14 Oct 26

Prospect

Prospect: Bellgrove Pension Trustees has an open new Growth deal for £62k at the CRM stage discovery after a positive 1 Oct 2026 discovery call. A demo is booked for 15 Oct 2026. Budget, decision date and the security answer are not settled.

Prospect Bellgrove Pension Trustees has no contract, no invoices and £0 ARR. An open new Growth deal for £62k sits at the CRM stage discovery, with an expected close of 19 Feb 2027.

No usage or tickets are recorded, as nothing is under contract. Sophie Ling ran the 1 Oct 2026 discovery call with Oliver Pennock, the CRM champion, and Maxine Ojo, the Chief Executive, who named slow member answers and audit readiness as the cost today.

Maxine raised security for personal member data, which was answered only at a high level. Raj Sandhu, the compliance contact, did not reply to a webinar invitation, and the records show no budget, decision date or rival.

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

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

ARR journey

Not yet analysedNo ARR history: no order forms or invoices for this organisation.

Accountingmade from

Platform usage

Not yet analysedNo platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Not yet analysedNo 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

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

15 Oct 2026callBellgrove Pension Trustees / BB-Demo – Demo Sophie Ling, Hannah Lowe, Oliver Pennock
1 Oct 2026callBellgrove Pension Trustees / BB-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, Graham Rowntree, Shona Barraclough, Josh Fairburn, Pieter van Dam, Cian Farrell, Gráinne Lynch, Jonas Lehmann, Mike Delaney, Andre Holloway, Nicola Shaw, Neil Ashworth, Lorraine Kowalczyk, Philip Annear, Graeme Charlton, Ruud Verhoeven, Mirjam Hendriks, Tyrell Haynes, Ingrid Solberg+40
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, Marloes Hendriks, Annika Lund, Emma Illingworth, Julian Ferrers, Bryony Searle, Lauren Pilkington, Nadia Bashir, Niamh Fogarty, Declan Moran, Siobhán Nolan, Ilse Smits, Kirsteen Boyd, Andy Buckley+37
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, Mads Mortensen, Lachlan Hutchinson, Tomasz Wiśniewski, Clara Hoskins, Kirsteen Boyd, Trevor Mayhew, Sinead Maguire, Paul Ottaway, Jade Kenwright, Liam Corner, Vikram Sethi+24

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership not yet analysed

Key

Source rows
Raw things
People
Organisation
Organisation AI
Pages
AI-written record (ring)
not yet analysed
belongs to the organisation (one line per group)
Size: how many records a group holds

Bellgrove Pension Trustees' pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 3 AI summaries of 4 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 4 pages. 2 AI records in this trail are not yet analysed.

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

Activity page block
- Bellgrove Pension Trustees / BB-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 / BB-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
  - +21 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
  - +34 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
  - +37 more
- +1 more
AI opinion page block
- Bellgrove Pension Trustees: prospect 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
  - Discovery: pension schemes data across systems AI record
    - Bellgrove Pension Trustees / BB-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
  - 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 / BB-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
  - +3 more
ARR journey (not yet analysed) 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
  - 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
  - Discovery: pension schemes data across systems AI record
    - Bellgrove Pension Trustees / BB-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
  - 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 / BB-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
  - +3 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 (not yet analysed) page block
- document_store/files.csv * raw row
hero page block
- Bellgrove Pension Trustees: prospect 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
  - Discovery: pension schemes data across systems AI record
    - Bellgrove Pension Trustees / BB-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
  - 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 / BB-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
  - +3 more
- 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
- Signals: Bellgrove Pension Trustees signals (no model)
  - Bellgrove Pension Trustees / BB-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
  - Bellgrove Pension Trustees entity
    - crm/companies.csv org_109 raw row
  - Bellgrove Pension Trustees entity
    - crm/companies.csv org_109 raw row
Key facts page block
- Bellgrove Pension Trustees / BB-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 – 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
- Signals: Bellgrove Pension Trustees signals (no model)
  - Bellgrove Pension Trustees / BB-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
  - Bellgrove Pension Trustees entity
    - crm/companies.csv org_109 raw row
  - Bellgrove Pension Trustees entity
    - crm/companies.csv org_109 raw row
Evidence trail page block
- Bellgrove Pension Trustees entity
  - crm/companies.csv org_109 raw row
The story page block
- Customer: Bellgrove Pension Trustees AI record
  - Bellgrove Pension Trustees: prospect 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
    - Discovery: pension schemes data across systems AI record
      - Bellgrove Pension Trustees / BB-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
    - +3 more
Next step page block
Open tickets (not yet analysed) page block
Profile page block
Sources page block
Platform usage (not yet analysed) page block

Computedmade from

Sources AI · Calls · CRM · Events · Email

made from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Data	Records
Organisations	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Bellgrove Pension Trustees

AI facts

Profile

AI opinion

Key facts

Next step

The story

ARR journey

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

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