--- title: "Contact and Pipeline Management for Investments Business" ocid: "ocds-h6vhtk-06e49d" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-06e49d" markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-06e49d.md" json_url: "https://d3tenders.com/contract/ocds-h6vhtk-06e49d.json" source: "Find A Tender Service" current_stage: "Planning" buyer: "British Business Bank Plc" published: "2026-08-18" --- # Contact and Pipeline Management for Investments Business Buyer: British Business Bank Plc Current stage: Planning OCID: ocds-h6vhtk-06e49d [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-06e49d) [Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-06e49d.json) ## Summary The British Business Bank Plc is planning to procure a contact and pipeline management solution for its Investments Business. The requirement is investment management software covering government-backed fund-of-funds investment products, General Partner and Limited Partner activity, and direct and co-investment programmes. It will support the British Growth Partnership, which attracts long-term institutional investment into high-growth UK companies, and the Bank’s wider work to improve finance access for smaller businesses. Around 115 front-office staff use the Investments Business, while approximately 40 users across wider functions need to view information in the solution. The service will support investment activity across the United Kingdom, particularly early-stage, high-growth and regionally distributed businesses. The procurement is categorised as goods, with CPV 48411000 for an investment management software package. This process is at the planning stage: the buyer has stated an intention to procure and the record does not contain an invitation to tender. The buyer expects a single-lot contract running from 1 January 2027 to 31 December 2031. The estimated value is £700,000 excluding VAT, or £840,000 including VAT. The procurement is above the relevant threshold. Pre-market engagement was intended to test market appetite and help finalise requirements for a later competitive process. Up to eight engagement sessions were expected on 26 and 27 August 2026, with meeting requests due by 21 August 2026. The published planning information records that all engagement spaces had been filled. No procurement procedure, submission method or evaluation basis has been settled in this record. This will suit suppliers of investment management, customer relationship management or pipeline management platforms with experience of supporting complex financial services operations. Relevant solutions should be able to manage contacts, investment pipelines and information access across fund-of-funds, General Partner and Limited Partner, direct investment and co-investment activity. Suppliers should be prepared to support around 40 information users and the workflows of a 115-person front-office investment business, with wider access for other functions. Experience serving public-sector or government-backed investment programmes would be useful, particularly where the platform supports investment into smaller, early-stage and high-growth businesses. Providers able to help the Bank refine requirements through market engagement and then deliver a scalable UK-wide solution should monitor the eventual competitive process. ## Notice The British Business Bank investment business deploys government-backed capital through fund of funds investment products, acting as both a General and Limited Partner and direct/co-investment programmes to improve access to finance for smaller UK businesses. The Investments Business includes 115 front office full time equivalents (FTE) and a wider set of functions require the ability to view the information held within its Contact and Pipeline management solution (circa 40 users). The Bank has also established the British Growth Partnership within the investments business, to crowd in long-term institutional capital such as UK Pension Funds into high-growth UK companies. Our role is to attract additional private-sector investment into underserved parts of the market, particularly early-stage, high-growth, and regionally distributed businesses, helping firms start, scale, and remain in the UK while addressing structural funding gaps in the SME finance ecosystem. For more information about this opportunity, please visit the eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Sheffield:-Investment-management-software-package./488B3Z52XJ To respond to this opportunity, please click here: https://www.delta-esourcing.com/respond/488B3Z52XJ ### Planning Information The purpose of the pre-market engagement sessions is to ascertain market appetite for the required solution and help shape the finalisation of the requirements which will inform the subsequent competitive process. Suppliers interested in participating should submit a meeting request to PortfolioManagementOfficeBBB@british-business-bank.co.uk. Maximum of eight (8) engagement sessions will be scheduled on a first-come, first-served basis, subject to availability, and are expected to take place on 26 and 27 August. NOTE - ALL SPACES HAVE BEEN FILLED ## Key Details | Field | Value | | --- | --- | | Publication source | Find A Tender Service | | Latest notice | https://www.find-tender.service.gov.uk/Notice/078603-2026 | | Notice type | UK2 - Preliminary Market Engagement Notice | | Procurement type | Standard | | Procurement category | Goods | | 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 | 18 Aug 2026 | | Submission deadline | Not specified | | Future notice date | 21 Aug 2026 | | Award date | Not specified | | Contract period | 1 Jan 2027 - 31 Dec 2031 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £700,000 | | 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 Plc | | Locality | SHEFFIELD | | Postcode area | 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 - 48 - Software package and information systems ### Codes - 48411000 - Investment management software package ## Release History - 18 Aug 2026 at 15:02 - PlanningUpdate - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/078603-2026 - 14 Aug 2026 at 12:41 - Planning - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/077663-2026 ## Documents - https://www.find-tender.service.gov.uk/Notice/078603-2026 18th August 2026 - Preliminary market engagement notice on Find a Tender - https://www.find-tender.service.gov.uk/Notice/077663-2026 14th August 2026 - Preliminary market engagement notice on Find a Tender ## Notice URLs - https://www.delta-esourcing.com/respond/488B3Z52XJ - https://www.delta-esourcing.com/tenders/UK-UK-Sheffield:-Investment-management-software-package./488B3Z52XJ - 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-06e49d. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-06e49d.json.