Workbooks Secures £16.6M Investment From BGF

Based in Reading, Workbooks integrates sales, marketing, customer support, and commercial operations into a single system, enabling organisations to operate more efficiently and accelerate growth.

Workbooks serves hundreds of customers across various sectors in both the UK and USA. Customers choose Workbooks for its lower total cost of ownership compared to competitors, its broad capabilities within a single platform, and the quality of its ‘Shared Success’ onboarding and ongoing support methodology.

The funding will be used to scale Workbooks' go-to-market efforts and enhance product development, with a focus on further integrating workflows across sales, operations, and finance.

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The company will also continue to expand its presence in the US. In addition to the capital, BGF has facilitated the appointment of Julian Harper as Non-Executive Chair through its Talent Network and will provide ongoing expertise in value creation as the business grows.

John Cheney, CEO of Workbooks, said: “Our mission is simple: give mid-market organisations an integrated platform that works the way their business works – without the complexity, hidden costs or bolt-ons that often come through alternative providers. BGF’s backing helps us move faster, while staying true to the customer-first philosophy that sets us apart.”

Jack Teasdale, Investment Director at BGF, said: “Workbooks has built a differentiated proposition with a highly configurable platform that goes beyond traditional CRM. Customers value Workbooks’ deep functionality, intuitive design, and high quality service support, and we’re delighted to back John and the team as they invest further in product, channels and international growth”

This investment was led by investor Jack Teasdale, with support from Harry Kernick at the BGF Reading office.

The investment adds to a series of deals completed by BGF in 2025, including those with mobile data intelligence company TMT-ID, retail technology services provider PMC, and hospitality accounting specialist Paperchase Accountancy.

In 2025, BGF committed £400 million to high-potential businesses across the South West and Thames Valley, as part of a planned £3 billion national capital deployment over the next five years.

About BGF

Founded in 2011, BGF has invested over £4.7 billion in more than 600 companies, making it the most active investor in the UK and Ireland. BGF offers minority, non-controlling equity investments for growth-stage businesses, combining capital with long-term partnership and access to a nationwide network of expertise.