Workbooks

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.