Industry · construction

Underwriting MCAs in Construction & infrastructure

Construction and infrastructure businesses settle in project-based milestone draws and end-of-period retainage releases, producing a lumpy deposit pattern that requires industry-aware underwriting.

Key takeaways

  • Milestone draws cause large, irregular deposits.
  • Retainage releases at period boundaries are normal — not window dressing.
  • Subcontractor payment chains can look like graph cycles.
  • Single-project concentration is normal for smaller operators.
  • Symmetric pairs with raw-material suppliers are not necessarily fraud.

How underwriting differs

A construction merchant may show three large deposits in a month and nothing the next. The lumpiness is the business reality, not a manipulation signature.

Retainage — the portion of a contract held back until project completion — releases at period ends as a matter of contract, not gaming. Window-dressing detection needs adjustment.

Subcontractor payment chains create bidirectional flows that resemble graph cycles. Industry tuning prevents false-positive cycle flags.

Common deposit signatures

TypePattern
Milestone drawsLarge deposits tied to project completion phases. Often described with the project name or "DRAW".
Progress paymentsPeriodic draws against a project completion schedule.
Retainage releasesEnd-of-project deposits releasing held-back funds. Often coincide with statement-period boundaries.
Subcontractor flowsOutflows to subs and inflows from contract parties, sometimes bidirectional with the same counterparty.

Common fraud patterns to watch

Kiting between project and operating accounts

Self-transfers from project-specific accounts into the operating account inflate apparent revenue.

Pass-through arrangements with subcontractors

Cash flows through a sub and back, creating apparent revenue without real economic activity.

Phantom milestones

Deposits described as project draws without corresponding contract documentation.

What underwriters watch for

  • Are milestone deposits supported by contract documentation?
  • Do retainage releases align with stated project timelines?
  • Are subcontractor flows net-positive over the statement period?
  • Is the project mix diversified or single-project dependent?

How Vyaso handles construction & infrastructure

Vyaso recognizes construction's lumpy cadence and retainage pattern. Window dressing detection adjusts for legitimate end-of-project releases. Counterparty concentration thresholds acknowledge that single-project dominance is normal for smaller operators.

Frequently asked

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