Planning

Enterprise Grade Portfolio Management System

BRITISH BUSINESS BANK

This public procurement record has 1 release in its history.

Planning

26 Jan 2026 at 16:05

UK2 - Preliminary Market Engagement Notice
Summary of the contracting process

The British Business Bank, a central government public authority based in Sheffield, UK, is currently in the planning phase of a procurement process for an "Enterprise Grade Portfolio Management System". This system is expected to support an equity portfolio and manage an extended capital deployment as part of the Government's Industrial Strategy. The pre-market engagement notice outlines requirements and welcomes supplier input on solutions, commercial models, and risks. The procurement process is categorised under banking and investment services with an engagement milestone set to conclude on 20th February 2026. Interested parties have the opportunity to complete a questionnaire to inform future procurement strategies.

This tender represents a significant opportunity for businesses providing investment management software development services and those specialising in robust, scalable portfolio management systems. Potential suppliers capable of delivering solutions that integrate deal flow management, financial risk assessment, and comprehensive reporting will find this engagement particularly beneficial. Participation in this pre-market phase offers businesses an advantage in influencing procurement specifications and demonstrating capabilities, thereby positioning themselves for subsequent procurement stages and potential long-term contracts.

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Notice Information

Notice Title

Enterprise Grade Portfolio Management System

Notice Description

The British Business Bank is exploring the market for an enterprise grade portfolio management system which meets the needs of the Bank when acting as both a Limited Partner (LP) and General Partner (GP). The solution will be required to service an existing equity portfolio of investments and be sufficiently scalable to support the deployment of an additional PS4.5bn of capital in line with the Government's Industrial Strategy and the Bank's Five Year Strategic Plan. The product will require a robust, scalable, and configurable system capable of managing the entire investment lifecycle - deal flow, KYC, capital calls and distributions, valuations, investment book of record, accounting book of record, financial risk rating, sector and regional analysis, portfolio look through capability for our fund programmes and reporting. The purpose of this premarket engagement is to gather information from potential suppliers on available solutions, understand market trends and best practice and to understand their pricing models. This is not a formal procurement but an opportunity to inform our future requirements and procurement strategy. We welcome input from suppliers on solution capabilities, implementation timelines, potential risks, and commercial models. Completion of the questionnaire will be the basis of this pre-market engagement. This notice will be kept open until February 20th 2026 at 23:00, please ensure that your questionnaire is completed and submitted via Delta by this time, February 20th 2026 at 23:00. A copy of the questionnaire is available via the following link: https://www.delta-esourcing.com/respond/485QFS2P6Y Following completion and submission of the questionnaire BBB may ask suppliers to provide a demonstration of their system. For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Sheffield:-Banking-and-investment-services./485QFS2P6Y To respond to this opportunity, please click here: https://www.delta-esourcing.com/respond/485QFS2P6Y

Planning Information

Please see the Procurement Description section

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-060ee8
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/006796-2026
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
UK2 - Preliminary Market Engagement Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

72 - IT services: consulting, software development, Internet and support

CPV Codes

66100000 - Banking and investment services

66120000 - Investment banking services and related services

66140000 - Portfolio management services

72212411 - Investment management software development services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
26 Jan 20263 weeks ago
Submission Deadline
Not specified
Future Notice Date
20 Feb 2026Expired
Award Date
Not specified
Contract Period
17 Jan 2027 - 17 Jan 2033 Over 5 years
Recurrence
Not specified

Notice Status

Tender Status
Planning
Lots Status
Planning
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
BRITISH BUSINESS BANK
Contact Name
Luke Alovisi
Contact Email
procurement@british-business-bank.co.uk
Contact Phone
Not specified

Buyer Location

Locality
SHEFFIELD
Postcode
S1 2GQ
Post Town
Sheffield
Country
England
Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE3 South Yorkshire
Small Region (ITL 3)
TLE32 Sheffield
Delivery Location
Not specified
Local Authority
Sheffield
Electoral Ward
City
Westminster Constituency
Sheffield Central

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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