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WO2018143968A1 - Procédé destiné à la création d'un effet de levier avantageux dans le parrainage de contenu et le financement de supports - Google Patents

Procédé destiné à la création d'un effet de levier avantageux dans le parrainage de contenu et le financement de supports Download PDF

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Publication number
WO2018143968A1
WO2018143968A1 PCT/US2017/015942 US2017015942W WO2018143968A1 WO 2018143968 A1 WO2018143968 A1 WO 2018143968A1 US 2017015942 W US2017015942 W US 2017015942W WO 2018143968 A1 WO2018143968 A1 WO 2018143968A1
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WO
WIPO (PCT)
Prior art keywords
investor
processor
brand
agreement
fund
Prior art date
Application number
PCT/US2017/015942
Other languages
English (en)
Inventor
Bernard URBAN
Original Assignee
Urban Bernard
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Urban Bernard filed Critical Urban Bernard
Priority to PCT/US2017/015942 priority Critical patent/WO2018143968A1/fr
Publication of WO2018143968A1 publication Critical patent/WO2018143968A1/fr

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Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/02—Marketing; Price estimation or determination; Fundraising
    • G06Q30/0241—Advertisements
    • G06Q30/0273—Determination of fees for advertising
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/06—Buying, selling or leasing transactions
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Definitions

  • the present invention is directed to a system and method for formulating and/or implementing sponsorship of an event, a series of events, or a facility, or some other form of sponsorship.
  • multiple parties including a content producer, a brand investor, and a fund holder, establish a relationship among them which includes transactions among them and also between one or more of them and a lending provider. These transactions can be implemented automatically based on the relationship established among them, including for example, movement of money and facilities.
  • the relationship with the lending provider preferably involves debt financing, which may have the benefit of conversion of capital for at least one of the participants.
  • FIG. 1 depicts a flow chart of money movement among participants in the present invention.
  • FIG. 2 depicts the flow chart of FIG. 1 , inclusive of an agent.
  • FIG. 3 depicts an example flow in the present invention.
  • FIG. 4 depicts the steps of activity in the present invention.
  • the present invention is directed to a method and system for implementing a multi-party financial transaction, such as but not limited to one related to an advertising purchase.
  • the purchase is a non-capital purchase which involves several parties, interrelated as shown in FIG. 1 .
  • Parties shown in solid lines are requisite to the invention and dotted-line parties are frequently included.
  • a goal of the present invention is to take advantage of the ability to leverage money.
  • Each party's benefit is consequential, at least in part, to the time value of an investment.
  • an advertiser ("brand investor") wishes to make a large-scale purchase of advertising at an event, where the event may span a period of time and/or a plurality of venues.
  • the advertising is referred to herein as a "media buy” but is not limited to purchase of media advertising.
  • the media buy may be a combination of one or more various forms of advertising such as but not limited to print or media ads and naming rights, among others, such that the brand investor is or becomes a sponsor of the event in exchange, at least in part, for advertising and/or promotional consideration.
  • the media buy could take any of several forms such as but not limited to direct advertisement in any of several forms, product placement, naming rights, etc.
  • the brand investor may be a publicly traded company.
  • the event is controlled by an entity ("content producer").
  • the event could be, for example, a sports event or series, a film or series production, television production or advertising, games, digital/internet, music, or even a venue of facility, etc.
  • Applicable further examples include a golf or tennis tournament or a series of such tournaments, a particular sports team, a Broadway show, a movie, naming rights, media time, paid advertising, or athlete endorsement.
  • the advertising of the present invention is purchased by a brand investor and could be an aggregation buy, such as, for example, a single brand provider purchasing multiple media advertising (print, radio, and television, for example).
  • the actual purchaser could be an agent purchasing on behalf of a plurality of brands.
  • an agent may be serving a role as an overarching brand investor, representing multiple brand investors, and may be receiving payment from multiple brands (e.g., one beer, one soda, one tooth paste, and so on).
  • FIG. 2 shows this revised example.
  • the agent may be leveraging the time value of money on behalf of multiple inventors.
  • the advertisement itself may take the form of a rotating display, such as a sign board or banner which rotates ads such that different ads appear at different times such that the advertising is effectively time- shared.
  • the present invention is directed to implementation, typically using a programmed computer to generate requisite documents and cash flow, of a funding scenario for an advertising buy by a brand investor from a content provider.
  • the content provider is preferably the provider of an event or locale suitable for sponsorship.
  • an event could be, as described above, a sports event, and a locale could be, for example, a Government facility such as a transportation (e.g., airport) terminal, a subway line, a bridge, a tunnel, a road, a park, or a building.
  • the locale could alternatively be a non-Governmental locale such as, for example, a stadium, an arena, a theater, a building.
  • the content provider could be delivering a sequence of events, such as a two week tennis tournament.
  • the content provider could be providing a long term advertising play, such as naming rights for a stadium.
  • the present invention further includes a lending provider, such as a bank, in the preferred embodiment.
  • the lending provider can be something other than a bank but serving the same or similar function, such as an entity formed through crowdsourcing, where the funders receive a return, potentially including tangible product. That is, instead of obtaining debt financing from a bank, such financing can be achieved, at least in part, through crowdsource funding.
  • the crowdsource funding may be directed to an entity named or established by at least one of the entities should in FIG. 2.
  • a brand investor may be introducing a new product and crowdsource funders could receive some combination of a return on investment, product, and/or capital return.
  • the method of the present invention begins with an initial buy or investment from a brand investor, thereby demonstrating willingness to make a large advertising buy.
  • This investment is a relatively small percentage of the actual purchase value and can be viewed as a down payment.
  • a content producer upon being presented with a contract for purchase, delivers indication of the willingness of the brand investor to make a large advertising buy by preparing and presenting a letter of credit (LOC or LC), which the brand investor takes to a lending provider and assumes responsibility for, thereby guaranteeing it to a lending provider.
  • LOC details the brand investor's purchase price and a notification provided by the content provider of the purchase.
  • the lending provider upon recognizing the initial investment plus the LOC, provides the remainder of the requisite purchase value as debt financing.
  • FIG. 3 shows a flow of cash in the present invention.
  • the fund holder distributes money automatically based on several factors such as but not limited to:
  • the net result is that the content producer receives payment over time based on contract terms where the contract(s) is/are among the aforementioned parties.
  • Brand investor only has limited out of pocket payments at start of engagement and therefore retains much of the overall fee over time to leverage the time value of the money.
  • the brand investor also is afforded the opportunity to obtain an accelerated write off of the overall purchase (inclusive of the debt), as advertising is entitled to an accelerated tax write-off.
  • the brand investor enjoys the benefits of the larger purchase without an initial outlay of all the funds.
  • One further benefit to the present invention is that ability of the transaction to extend over time and allow for payment at favorable terms to all parties.
  • an event such as a stadium naming
  • payment can be made over the duration of the agreement at defined intervals.
  • debt financing can be provided in installments.
  • some brand investors look to extend payment for several months. Such payments can be made in a more timely way by delaying out-of-pocket payments from the brand investor yet allowing more timely receipt by a content provider.
  • Fees to the fund manager can be gathered in any number of ways including but not limited to a management fee, stock returned from the brand investor, or a return of some advertising fees from the content purchaser.
  • the content purchaser can return some funds as a credit to the brand investor or provide return compensation in any of several known ways such as but not limited to a form of profit sharing.
  • ⁇ a lending provider who provides debt financing related to the transaction.
  • each of the parties may separately have a processor which controls the various transactions and operations.
  • the process begins with the brand investor agreeing to terms and conditions regarding sponsorship of an event, where an event is as described above.
  • the agreement includes at least indication of value, duration, and payment schedule.
  • a fund holder is identified and the brand investor delivers seed capital to the fund holder for safe keeping.
  • the content provider issues a letter of credit pursuant to the agreement and indicating a willingness to purchase a defined value of sponsorship.
  • the letter is provided to the brand investor.
  • steps 4/5 the brand investor requests additional seed capital from one or more lending providers using the letter of credit to show demand for purchasing commensurate with a percentage of the total required seed capital and at least equivalent to the requested additional seed capital.
  • the seed capital in total is provided to the fund holder.
  • the fund holder is also provided with the agreed to payment schedule and the repayment schedule for the lending provider's contribution and is responsible as an independent third party to assure conformance to schedule and corresponding payments are timely made.
  • the fund holder may have a related organization which manages some or all the process for a fee.
  • the present invention is implemented beginning with delivery of the letter of credit from the content producer to the brand investor, which the brand investor guarantees with the lending provider.
  • the brand investor then implements a series of transactions automatically as follows:
  • the brand investor automatically prepares materials so as to establish the fund holder.
  • the fund holder is an entity separate from the other entities and its ownership structure may be independent from the other entities or have some common ownership with one or more of the entities. Often, the fund holder may be an LLC or partnership.
  • the fund holder may be established as an entity, such as a corporation. Notification of the existence of the entity is provided to all other parties and the lending provider and the brand investor each deliver their requisite (per the contracts) shares of funding to the fund holder. The brand investor then orders buys of advertising (or other comparable purchase) from the content producer. Pursuant to the contract, the content producer bills the fund holder and, similarly, the lending provider bills the fund holder for debt service. All of these transactions happen automatically based on triggers (such as regularity of debt service).
  • Variations of the model described above are also available in the context of the present invention. For example, suppose there is an arrangement for a brand investor to finance a movie production in exchange for product placement and a share of profits of the movie (of course, the return to the brand investor can take any of several known forms, alone or in combination with one another, such as but not limited to reduction in fees, a cash return, or a share of subsequent profits). While described herein as pertaining to a movie production, this scenario is equally applicable to financing other entities, such as arena naming rights, a theatrical production, naming of a venue, a highway, etc. In this scenario, the brand investor contributes a percentage of the anticipated costs with the remainder borrowed from a lending provider and all funds delivered to a fund holder for distribution, just as described above.
  • the lending provider agrees to provide the remainder of the needed financing based on the delivered equity and LOC.
  • the lending provider may be a second provider in this case.
  • the brand investor may receive "above the line" earnings from the film under a so-called “waterfall payment schedule”.
  • the fund holder holds all funds until needed.
  • the return on investment (such as ticket sales in this scenario) can be delivered to the fund holder for redistribution, and the fund manager can retain a management fee for its role.
  • the overall profit sharing arrangement could be adjusted.
  • the original profit sharing arrangement might have been that the brand investor receives X% of the profit but, subsequent to the second investment, the brand investor receives Y% of the profit, where Y>X.
  • Tax benefits delayed payments, write off of expense
  • Tax advantaged expenditures (x: 1 write-off, such as 5: 1 in the example below)
  • a Sample Scenario Brand Investor spends $60 million with Content Producer to co-promote a Sporting Event, Movie, or Concert.
  • Attachment 1 shows a multi-year scenario of the example described below.
  • Fund Manager consults with Brand Investor and determines that Brand Investor banks at Lending Provider. Fund Manager asks Content Producer for a Letter of Credit for $48 million against the Brand Investor media buy. This is a letter, not an actual credit line.
  • the fund holder is set up as a partnership or LLC (Fund Holder), solely owned by the Brand Investor, or in a co-ownership arrangement with Brand Investor, and the fund holder takes the LOC from Content Producer and $12 million in cash from Brand Investor to Lending Provider.
  • Content Producer starts promoting Content on behalf of Brand Investor and Content Producer immediately begins receiving payments for the media buy from Fund Holder.
  • BrandX Because should Brand X use the present invention vs. direct borrowing? Short term borrowing is common, yet ad spend problems persist and are growing. A particular brand (“BrandX”) has short term borrowing opportunities and has access to more. But problems associated with BrandX's media and sponsorship spending persist, which remain unsolved in the short term borrowing paradigm.
  • BrandX In the context of a $60 million deal example, if BrandX were to simply borrow an incremental $48 million for operating expenses it might potentially be able to achieve a leveraged tax position. Without a partner ("XYZ, LLC") as described herein, BrandX is not borrowing against their ad budget, but instead, against the entire operating budget.
  • Aircraft leasebacks are commonly arranged and managed by independent third parties.
  • the role of BCSI parallels this relationship.
  • this deal structure allows BrandX to sell off its media buying costs and use leverage to reap economic benefits that outperform the cost of the sale.

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  • Business, Economics & Management (AREA)
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  • Engineering & Computer Science (AREA)
  • Development Economics (AREA)
  • Strategic Management (AREA)
  • Theoretical Computer Science (AREA)
  • Marketing (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Economics (AREA)
  • Technology Law (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Game Theory and Decision Science (AREA)
  • Human Resources & Organizations (AREA)
  • Operations Research (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)

Abstract

La présente invention concerne un système et un procédé destinés à la formulation et/ou à la mise en œuvre d'un parrainage d'un événement ou d'une installation. Dans la présente invention, de multiples parties, comprenant un producteur de contenu, un investisseur dans une marque et un détenteur de fonds, établissent une relation qui comprend des transactions entre eux et entre un ou plusieurs d'entre eux et un fournisseur de prêt. Ces transactions peuvent être mises en œuvre automatiquement en fonction de la relation établie entre eux, comprenant par exemple le mouvement d'argent et d'installations.
PCT/US2017/015942 2017-02-01 2017-02-01 Procédé destiné à la création d'un effet de levier avantageux dans le parrainage de contenu et le financement de supports WO2018143968A1 (fr)

Priority Applications (1)

Application Number Priority Date Filing Date Title
PCT/US2017/015942 WO2018143968A1 (fr) 2017-02-01 2017-02-01 Procédé destiné à la création d'un effet de levier avantageux dans le parrainage de contenu et le financement de supports

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
PCT/US2017/015942 WO2018143968A1 (fr) 2017-02-01 2017-02-01 Procédé destiné à la création d'un effet de levier avantageux dans le parrainage de contenu et le financement de supports

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WO2018143968A1 true WO2018143968A1 (fr) 2018-08-09

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Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US11746200B2 (en) 2018-09-28 2023-09-05 Toray Industries, Inc. Fiber-reinforced resin molding material and molded article

Citations (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JP2003187024A (ja) * 2001-12-13 2003-07-04 Voice Factory Co Ltd 銀行をスポンサーとするイベントにおけるチケットおよび入場料の管理システム
US20040177021A1 (en) * 2003-03-05 2004-09-09 Carlson Joseph W. Apparatus and method for achieving enhanced returns on investments
US7822676B2 (en) * 1992-05-29 2010-10-26 Alice Corporation Pty Ltd Systems and methods relating to the formulation of a multi-party contract
US20140058968A1 (en) * 2012-08-21 2014-02-27 Richard A. Booth System, method, and computer program product for aggregating and distributing charitable contributions
US9117220B2 (en) * 2003-06-16 2015-08-25 Meetup, Inc. Web-based interactive meeting facility with revenue generation through sponsorship

Patent Citations (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US7822676B2 (en) * 1992-05-29 2010-10-26 Alice Corporation Pty Ltd Systems and methods relating to the formulation of a multi-party contract
JP2003187024A (ja) * 2001-12-13 2003-07-04 Voice Factory Co Ltd 銀行をスポンサーとするイベントにおけるチケットおよび入場料の管理システム
US20040177021A1 (en) * 2003-03-05 2004-09-09 Carlson Joseph W. Apparatus and method for achieving enhanced returns on investments
US9117220B2 (en) * 2003-06-16 2015-08-25 Meetup, Inc. Web-based interactive meeting facility with revenue generation through sponsorship
US20140058968A1 (en) * 2012-08-21 2014-02-27 Richard A. Booth System, method, and computer program product for aggregating and distributing charitable contributions

Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US11746200B2 (en) 2018-09-28 2023-09-05 Toray Industries, Inc. Fiber-reinforced resin molding material and molded article

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