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Who it’s forFor financial institutions

Receive better trade-finance requests.

Companies submit financing needs in a standard format, so your team can review them faster. Every request uses the same fields, and a completeness score says how much of the file is there.

Book a demo How it works
  • Standard format
  • Matched to your mandate
  • Review, then decide

The company stays masked until you accept the case.

The financier console open on Origination for Atlantic Bridge Trade Finance: a case whose company identity is masked, invoice discounting from Namibia to the Netherlands, waiting on an accept or pass; under it two items that need an answer today, one with a response due in six days; and a Meridian briefing card offering to read the desk as it stands.

What your institution controls

What Promote:Global scores, and what it never decides.

Every credit, KYC, AML, sanctions and guarantee decision stays your institution’s own.

The score is of the file, not the company

Legal identity, beneficial ownership, financials, six months of bank statements, contract, invoice and buyer evidence, out of 100. Promote:Global runs no credit, KYC or sanctions check of its own, and a request under 60 goes back to the company as a readiness list instead of out to an institution.

Your mandate is the rule, and you publish it

Instruments, corridors, ticket band, tenor limit, currencies, sector appetite and the response window you commit to. Until somebody at your institution publishes it, nothing is routed to you at all.

Who is named, and when

An opportunity carries its shape and its score and nothing that identifies anyone. Your institution is named to the company from the moment it matches. The company’s identity, its documents and the exact amount arrive together when you accept; a pass reveals nothing, and your reason reaches the company only as a count, never attributed to your institution.

How it works

Review the request before deciding whether to proceed.

  1. Step 1: Read the request

    Instrument and structure, amount, tenor, currency, sector, the buyer and its market, Incoterm and HS code, as far as the company filled them in, with the file score above.

    The finance need on a case in Promote:Global: $315k over 90 days in USD with the file at 100 percent, above invoice discounting, post-shipment with recourse, Agriculture and Food, the buyer Northgate Tea Blenders Ltd in the United Kingdom as a repeat buyer, Incoterm FOB and HS code 090240 — and under it a request for information showing two items required.

  2. Step 2: Mandate fit

    Each opportunity shows its corridor, amount band, tenor, file score and fit, but no name and no document. Outside your corridors, only a guarantee program or a receivables instrument brings one to you.

    The financier inbox in Promote:Global: an invoice-discounting opportunity from Namibia to the Netherlands marked best direct fit, showing an amount of $100–250k, a 90-day tenor, a file at 100 percent and a fit of 91 in Agriculture and Food, with a Why this fits button above Accept and reveal or Pass — and a factoring case from Namibia to Spain under it.

  3. Step 3: Decide, and keep the record

    Accepting reveals the company, its documents and the exact amount. From there the case records each move: information requested, indicative terms issued, stage advanced, or passed.

    A case timeline in Promote:Global reading case opened, then accepted with contact revealed, then information requested with the financier’s own note asking for two documents to complete the credit file before terms can be indicated — and below it the three actions available: issue indicative terms, advance stage, or pass on this deal.

Meridian

An assistant that reads the same case you do.

Meridian, the built-in AI assistant, works from the masked opportunity in front of you, the mandate you published and the case as it stands. It decides nothing: credit, KYC, AML, sanctions and guarantee questions are refused before anything is read.

Ask

  • Brief me
  • Why does this fit our mandate?
  • What’s missing?

Do

  • Draft an RFI

  • Draft a message

  • Meridian didn’t answer that — these are refused before anything is read, at no cost:

    • Credit
    • Risk rating
    • KYC
    • AML
    • Sanctions
    • Fraud
    • Guarantee eligibility
    • Pricing
    • Legal sign-off

    Meridian does not make credit, KYC, AML, sanctions or guarantee decisions.

Each answer names what it read and spends one action from your monthly allowance. It runs on Promote:Global’s EU-resident AI. Meridian is AI. Verify before acting.

Receive structured requests, routed by the mandate you publish.

Tell us what you finance and the markets you support, and we will walk you through a case at each of its stages.

Institution access

Access subscription. No commission, and no cut of what you close.

Book a demo
  1. After you book · 1Pick a time, and tell us what you finance and where.
  2. After you book · 2We walk you through the console first, and scope the pilot second.
  3. After you book · 3Nothing is routed to you until your institution publishes its mandate.

Or email us at hello@promoteglobal.org