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Enterprise Grade Portfolio Management System
Descriptions
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 £4.5bn 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
Engagement
Please see the Procurement Description section
Timeline
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Tender Regions
CPV Codes
66140000 - Portfolio management services
72212411 - Investment management software development services
66120000 - Investment banking services and related services
66100000 - Banking and investment services
Keywords
asset management
fund oversight
banking services
asset placement
capital raising
deal origination
risk modeling
fee calculation
capital markets
IPO advisory
fund management
discretionary management
underwriting services
portfolio funding
investment facilitation
investment portfolio
compliance alert modules
asset tracking systems
financial restructuring
financial brokerage
portfolio advisory
wealth management
investment banking
performance benchmarking
structured finance
investment planning
financial intermediation
corporate finance
investment analytics
investment advisory
financial operations
market investment services
mergers & acquisitions advice
financial instrument modules
portfolio rebalancing tools
client reporting dashboards
trade execution interface
corporate advisory services
financial asset allocation
client portfolio services
Tender Lot Details & Award Criteria
1 Tender Lots
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