Monday, July 6, 2015

DOCUMENT-TRIGGERED FINANCING

Beyond the Invoice: Ruminations on the Future of Document-Triggered Financing

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Late last year, David Gustin penned probably the best white paper on the future of trade financing: On-Demand, Event Triggered Finance With Network Models – A Game Changer? In the analysis, David argues that there are 6 specific triggers for potential intermediated or early payment: signed contracts, the issuance of a purchase order (PO), materials ordered by suppliers, shipping status, invoice issuance and invoice approval.
From a traditional indirect or even direct materials procurement scenario, these steps make complete sense as potential financing triggers, and they are certainly triggers for payment in the offline factoring world today. It’s likely these triggers – beyond just invoice approval – will begin to come into play in the coming years, especially as supplier networks and related offerings, such as next generation electronic data interchange (EDI) models, become more prevalent.
But if you open your mind a bit to other potential triggers in different areas and scenarios, the prospects become quite interesting indeed. Here are some scenarios I’ve been ruminating on:
  • Using operational triggers based on operational and legal frameworks for non-open account trade, such as letters of credit. Tools such as Bolero could make possible such visibility and triggers that would enable new parties – not just banks – as intermediaries or funders. Consider how a buy/sell trading company run by a larger original equipment manufacturer (OEM) might administer such a scheme in a supply chain
  • Services procurement financing scenarios, with triggers for early payment and funding such as records from badging or credentialing systems, timesheet submission, deliverable acceptance and others
  • Specialized trade financing models that can circumvent inefficiencies in existing markets such as cards being applied to conference and event management payments, where 3% fees can be the norm
  • Documentation associated with off-take or future (capacity) agreements with raw material suppliers or basic manufacturers (e.g., plastic injection molding shops, fabricators, machine shops, etc.)
The opportunity for event-triggered finance to go beyond the standard factoring triggers today is huge. The technology exists to enable already, and we know that the capital is available as well.
But how and when will such opportunities become available?

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