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Microlesson · 5-min read

Financing of Working Capital — Introduction, Types and Selection Factors

## Financing of Working Capital — Introduction

After estimating the working capital needs, the finance manager must arrange funds to meet them.

### Types of working capital (and how each is financed)

TypeMeaningTypically financed by
Permanent working capitalMinimum level always needed, regardless of sales fluctuationsLong-term sources — debt and equity
Temporary working capitalRequired only for short periods (seasonal/peak demand)Short-term sources

### Categories of working capital finance

1. Spontaneous sources — arise naturally during business operations (e.g., trade credit, employee credit, supplier credit).

2. Negotiated sources — require formal negotiation with lenders (e.g., commercial banks, financial institutions, the general public).

### Factors for selecting a financing source

1. Cost — expense of acquiring the funds.

2. Impact on credit rating — effect on the company's financial reputation.

3. Feasibility — practicality of obtaining the funds.

4. Reliability — certainty of fund availability.

5. Restrictions — limitations imposed by lenders.

6. Hedging approach — matching the maturity of financing with the maturity of the asset being financed.

### The Hedging (Matching) Approach

Under the hedging principle, permanent assets are funded with long-term finance and temporary/fluctuating assets with short-term finance. This balances risk and cost.

⚠️ Common exam mistakes

  • Financing permanent working capital with short-term sources — this violates the hedging approach and creates refinancing/liquidity risk.
  • Confusing spontaneous sources (automatic, e.g., trade credit, accruals) with negotiated sources (formally arranged, e.g., bank loans).
  • Listing only cost as a selection factor and ignoring credit-rating impact, reliability, and restrictions.
Reference:
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