Revolving credit facility vs Term loan

Revolving credit facility vs term loan

A revolving credit facility works like a business overdraft with an agreed limit that can be drawn, repaid and redrawn repeatedly. A term loan provides a single lump sum repaid on a fixed schedule, and once repaid the facility is closed.

Side by side

CriterionRevolving credit facilityTerm loan
DrawdownRepeated, up to the agreed limitOnce, in full or in tranches
Interest costCharged only on the amount drawnCharged on the full outstanding balance
FlexibilityHigh, funds available on demandLow, fixed once drawn
Typical useWorking capital and seasonal peaksCapital projects, acquisitions, expansion
RepaymentAs cash allows, within the termScheduled instalments of capital and interest
RenewalUsually reviewed and renewed annuallyEnds when the term completes

How the flexibility difference plays out

A revolving facility suits fluctuating needs, such as funding stock ahead of a seasonal peak and repaying once sales come in. Because interest is only charged on what is actually drawn, it can be a cost efficient way to manage short, repeated funding gaps rather than borrowing a fixed amount that sits partly unused.

A term loan suits a defined project with a clear return, where you know upfront how much you need and over what period you can realistically repay it. The certainty of a fixed schedule also makes cash flow forecasting simpler.

Cost and discipline

Revolving facilities often carry a commitment fee on the undrawn portion in addition to interest on drawn amounts, so they are not free to hold even when unused. Term loans avoid that complexity but commit you to repayments regardless of how trading performs in any given month.

Using both together

It is common to hold a term loan for a specific investment alongside a revolving facility for general working capital, giving the business both a funded project and a cushion for day to day fluctuations.

The short answer

Choose a revolving credit facility for fluctuating working capital needs and a term loan for a defined, one-off investment with a clear repayment horizon.

Questions

Is a revolving facility more expensive than a term loan?

Not necessarily, since interest is only charged on funds actually drawn, though commitment fees on the undrawn balance should be factored into any comparison.

Can a revolving facility be withdrawn by the lender?

Most are subject to annual review and can be reduced or withdrawn if trading deteriorates significantly, so it should not be relied on as permanent capital.

Can I repay a term loan early?

Many term loans allow early repayment, sometimes with an early settlement charge, so it is worth checking the terms before signing.

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