--- title: "Enterprise Grade Portfolio Management System" ocid: "ocds-h6vhtk-060ee8" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-060ee8" markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-060ee8.md" json_url: "https://d3tenders.com/contract/ocds-h6vhtk-060ee8.json" source: "Find A Tender Service" current_stage: "Planning" buyer: "BRITISH BUSINESS BANK" published: "2026-01-26" --- # Enterprise Grade Portfolio Management System Buyer: BRITISH BUSINESS BANK Current stage: Planning OCID: ocds-h6vhtk-060ee8 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-060ee8) [Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-060ee8.json) ## Summary 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. ## Notice 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 ## Key Details | Field | Value | | --- | --- | | Publication source | Find A Tender Service | | Latest notice | https://www.find-tender.service.gov.uk/Notice/006796-2026 | | 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 | | All stages | Planning | ## Dates | Field | Value | | --- | --- | | Publication date | 26 Jan 2026 | | Submission deadline | Not specified | | Future notice date | 20 Feb 2026 | | Award date | Not specified | | Contract period | 17 Jan 2027 - 17 Jan 2033 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Planning | | Lots status | Planning | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | BRITISH BUSINESS BANK | | Locality | SHEFFIELD | | Post town | Sheffield | | Postcode | S1 2GQ | | Country | England | | ITL 1 | TLE Yorkshire and The Humber | | ITL 2 | TLE3 South Yorkshire | | ITL 3 | TLE32 Sheffield | | Local authority | Sheffield | | Electoral ward | City | | Westminster constituency | Sheffield Central | | Delivery location | Not specified | ## CPV Codes ### Divisions - 66 - Financial and insurance services - 72 - IT services: consulting, software development, Internet and support ### Codes - 66100000 - Banking and investment services - 66120000 - Investment banking services and related services - 66140000 - Portfolio management services - 72212411 - Investment management software development services ## Release History - 26 Jan 2026 at 16:05 - Planning - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/006796-2026 ## Documents - https://www.find-tender.service.gov.uk/Notice/006796-2026 26th January 2026 - Preliminary market engagement notice on Find a Tender ## Notice URLs - https://www.delta-esourcing.com/respond/485QFS2P6Y - https://www.delta-esourcing.com/tenders/UK-UK-Sheffield:-Banking-and-investment-services./485QFS2P6Y - https://www.legislation.gov.uk/ukpga/2023/54/contents ## Provenance This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-h6vhtk-060ee8. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-060ee8.json.