The Corporate team was delighted to advise BGF on its investment into Reading based, Workbooks Online Limited. Workbooks’ CRM platform brings sales, marketing, customer support and commercial operations together in one system, helping organisations run smarter and grow faster.
Workbooks serves hundreds of customers, across a wide range of sectors, in both the UK and US. Customers choose Workbooks for its lower total cost of ownership, compared to its nearest competitors, its breadth of capability within a single platform, and the quality of its ‘Shared Success’ onboarding and ongoing support methodology.
John Cheney, CEO of Workbooks, said: “BGF’s backing helps us move faster, while staying true to the customer-first philosophy that sets us apart.”
The funding will be used to scale go-to-market and product development, with a focus on deepening the platform’s integrated workflow across sales, operations and finance. It will also support the company’s continued expansion in the US market.
Jack Teasdale (Investor, BGF) commented “we’re delighted to back John and the team as the invest further in product, channels and international growth.”
“We really appreciated the hard work and support from the whole FSP team which helped us to navigate a lengthy process and hopefully set us up for success in the next phase of Workbooks’ growth journey.”
The team at FSP was led by Penelope Garden, Partner and Head of Private Equity and Venture Capital. Penelope was assisted by Avneet Athuraliya (Solicitor – Corporate and Private Equity & Venture Capital), Amelie Temple (Graduate Apprentice Solicitor – Corporate and Private Equity & Venture Capital), Dan Barnhouse (Legal Director – Banking and Finance), Victoria Ounsworth (Associate – Employment), Haris Quereshi (Solicitor – Commercial, IP and Technology), Joanna Stepien (Senior Associate – Real Estate) and Isabelle Church (Paralegal – Corporate).
