Workbooks

Investor: BGF

BGF has completed a £16.6 million minority investment in Workbooks, a mid-market software platform providing an integrated solution for sales, marketing, customer support, and commercial operations. Summary of transaction details: Value: £16.6 million Sector: Software & SaaS Advisor: Not disclosed Key Entities: Workbooks, BGF Location: UK and US Note: The investment will be used to accelerate go-to-market activity and product development, with a focus on deepening integration across sales, operations, and finance workflows, highlighting the growing demand for practical and integrated CRM solutions among mid-sized organisations.