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Product economics

Compare unit economics across products

Side-by-side per-loan profit math for our two products vs. the Stripe Capital and Square Loans models. Each assumption is tagged with confidence: verified from public marketing or filings, estimated informed guess from indirect public hints, guess my own model assumption that needs validation.

Assumptions
6.0%
Mid risk · baseline pricing
Term Loan (current)
BusinessLoan.ai
At $25,000 loan
$4,878
total profit · 19.5% margin · 39% annualized
Factor (Tier-adj) verified1.252× → $31,303
Avg duration verified6mo · 2.0×/yr
Loan fee revenue$6,303
Cost of capital estimated($375)
Ops estimated($300)
Loss reserve estimated($750)
Loan-only profit$4,878
Total program profit$4,878
Lump sum, fixed monthly payment, fixed term. Standard amortizing loan.
Fixed monthly ACH debit (autopay)
% 60% APR + 7% origination → ~26% total cost on 6mo loan
Cash Advance (proposed)
BusinessLoan.ai
At $25,000 loan
$2,987
total profit · 11.9% margin · 18% annualized
Factor (Tier-adj) guess1.160× → $29,000
Avg duration guess8mo · 1.5×/yr
Loan fee revenue$4,000
Cost of capital estimated($500)
Ops guess($75)
Loss reserve guess($438)
Loan-only profit$2,987
Total program profit$2,987
Revenue-share advance for repeat customers. No fixed monthly. Pay as you sell.
Daily auto-debit · 12% of card processor sales
% Factor 1.13–1.19 → effective APR ~30–55% depending on velocity
Stripe Capital
Stripe
At $25,000 loan
$4,322
total profit · 17.3% margin · 30% annualized
incl. $1,050 processing rev
Factor (Tier-adj) verified1.160× → $29,000
Avg duration estimated7mo · 1.7×/yr
Loan fee revenue$4,000
Processing rev (during loan)+ $1,050
Cost of capital estimated($328)
Ops guess($25)
Loss reserve estimated($375)
Loan-only profit$3,272
Total program profit$4,322
Flat-fee advance to Stripe-connected merchants. Pre-approved offer in dashboard.
Daily debit · 10–22% of Stripe sales
% Factor 1.11–1.18 · effective APR ~25–55% on real durations
Square Loans
Block (formerly Square Capital)
At $25,000 loan
$4,347
total profit · 17.4% margin · 30% annualized
incl. $1,200 processing rev
Factor (Tier-adj) verified1.170× → $29,250
Avg duration estimated7mo · 1.7×/yr
Loan fee revenue$4,250
Processing rev (during loan)+ $1,200
Cost of capital estimated($328)
Ops guess($25)
Loss reserve verified($750)
Loan-only profit$3,147
Total program profit$4,347
Flat-fee advance to Square POS merchants. Pre-approved, accepted in 1 click.
Daily debit · 9–13% of card sales
% Factor 1.14–1.20 · effective APR ~30–80% on real durations
Net profit per loan, by product and amount
Cost of capital: 6.0% APR
ProductPricingOpsLoss$1,000$5,000$10,000$25,000$50,000$100,000
Term Loan (current)
BusinessLoan.ai
APR + orig$3003.0%
-$93
-9.3% · 6mo · -19% ann
$736
14.7% · 6mo · 29% ann
$1,771
17.7% · 6mo · 35% ann
$4,878
19.5% · 6mo · 39% ann
$10,055
20.1% · 6mo · 40% ann
$20,410
20.4% · 6mo · 41% ann
Cash Advance (proposed)
BusinessLoan.ai
Factor rate$751.8%
$24
2.4% · 5mo · 6% ann
$424
8.5% · 5mo · 20% ann
$1,000
10.0% · 6mo · 20% ann
$2,987
11.9% · 8mo · 18% ann
$6,300
12.6% · 10mo · 15% ann
$14,425
14.4% · 11mo · 16% ann
Stripe Capital
Stripe
Factor rate$251.5%
$104
10.4% · 4mo · 31% ann
incl. +$42 proc
$622
12.4% · 4mo · 37% ann
incl. +$210 proc
$1,351
13.5% · 5mo · 32% ann
incl. +$420 proc
$4,322
17.3% · 7mo · 30% ann
incl. +$1,050 proc
$8,669
17.3% · 7mo · 30% ann
incl. +$2,100 proc
$18,987
19.0% · 9mo · 25% ann
incl. +$4,200 proc
Square Loans
Block (formerly Square Capital)
Factor rate$253.0%
$127
12.7% · 3mo · 51% ann
incl. +$48 proc
$777
15.5% · 4mo · 47% ann
incl. +$240 proc
$1,561
15.6% · 5mo · 37% ann
incl. +$480 proc
$4,347
17.4% · 7mo · 30% ann
incl. +$1,200 proc
$9,031
18.1% · 9mo · 24% ann
incl. +$2,400 proc
$19,900
19.9% · 10mo · 24% ann
incl. +$4,800 proc
Stripe Capital — annualized ROI on $1 deployed
31%
37%
32%
30%
30%
25%
Square Loans — annualized ROI on $1 deployed
51%
47%
37%
30%
24%
24%
Our Cash Advance (proposed) — annualized ROI on $1 deployed
6%
20%
20%
18%
15%
16%
Risk-tier pricing matrix
How factor rates + collection % vary by underwriting tier across products. Embedded lenders mostly DECLINE Tier C and below — the merchants who see an offer are pre-filtered.
Showing factor at $25,000
ProductTier A · low riskTier B · baselineTier C · approved-but-riskyTier D / decline
Term Loan (current)
1.237×
collection: Monthly
profit: $4,499
1.252×
collection: Monthly
profit: $4,878
1.272×
collection: Monthly
profit: $5,382
Manual review or decline
Cash Advance (proposed)
1.152×
collection: 10%
profit: $2,787
1.160×
collection: 12%
profit: $2,987
1.176×
collection: 18%
profit: $3,387
Manual review or decline
Stripe Capital
1.150×
collection: 10–12%
profit: $4,082
1.160×
collection: 13–18%
profit: $4,322
1.179×
collection: 20–25%
profit: $4,802
Algorithmic decline · no offer shown
Square Loans
1.161×
collection: 9–10%
profit: $4,135
1.170×
collection: 11–13%
profit: $4,347
1.190×
collection: 18–22%
profit: $4,857
Algorithmic decline · no offer shown
How embedded lenders handle risk: Stripe and Square don't have a manual-review queue like ours. They algorithmically decline 60-70% of merchants and never show those merchants an offer. Their pre-approval mechanic means the merchants who DO see an offer are almost all approved on click. For approved higher-risk merchants (Tier C), they offer higher factor + faster collection % — recover capital quickly, less hold time, less default exposure.
Their structural advantage #1

Ops cost ~$50/loan

Stripe and Square already have the merchant's revenue data, payment rail, and dashboard. Loan offer is pre-cached and accepted in 1 click. Zero document collection, zero manual review, near-zero marketing CAC.

Our standard term loan ops: $300 (full underwriting flow).

Their structural advantage #2

Loss reserve ~1.5%

Daily debit from sales eliminates the borrower's ability to “forget” a payment. If sales drop, debit drops proportionally — borrower can't default unless they have zero sales for an extended period.

Our standard term loan loss reserve: 3.0% Tier B, 6.0% Tier C.

Their structural advantage #3

Embedded distribution

Square has 4M+ merchants, Stripe has 4M+ accounts. They show the offer inside the merchant dashboard the customer is already using. CAC is essentially zero.

Our CAC: $300–$1,500 per funded loan via SEO + paid acquisition.

Capital structure analysis

Three positions in the lending stack

Where you sit in the capital stack determines your per-loan profit AND the capital required to make it. Hybrid (B) wins on both absolute profit and ROI thanks to leverage from the senior bank facility — but it requires real equity at risk.

Capital stack per $25,000 loan
Senior bank facility · 80% · @ 8% APR
Last to take losses · cheap money
$20,000
YOUR equity · 20% · first-loss
Highest return · highest risk
$5,000
Total per loan: $25,000

Risk exposure: Equity wiped out if defaults exceed ~20% (bank facility is senior)

Per-loan economics (B · Hybrid lender)
Per-loan profit
$3,510
YOUR capital
$5,000
ROI per loan
70.2%
Annualized ROI
140%
Capital cycles per year: 2.0× (loan duration: 6 months)
Annual scenario · what if you fund 1,000 loans/year?

At $25,000 per loan, Tier B, 6-mo terms.

PositionPer-loan profitAnnual loan profitCapital required (steady-state)Annual ROI
A · Originator only
$1,838$1,837,500$0
B · Hybrid lender
$3,510$3,510,001$2,500,000140%
C · Pure capital partner
$2,460$2,460,001$12,500,00020%
Recommended path

Start as Hybrid (B) — best absolute profit + leverage. Keep ~$2-5M of equity at risk to start.

Year 2-3

Mix in some forward-flow (Position A) on a slice of new originations to free up balance sheet.

Year 3-5

Securitize. Your equity sits in residual tranche, blended cost of capital drops to ~4%.

Strategic takeaway

The Cash Advance product hits Stripe-tier margins for repeat customers — without needing to be a payment processor.

Our renewal customers are already underwritten + connected via Plaid + processor-linked. Issuing them a revenue-share Cash Advance has near-zero incremental ops cost and a loss profile similar to Stripe/Square because we can debit from their existing connected processor sales. The first-loan path remains a standard Term Loan (full underwriting). Loan #2+ becomes a one-click Cash Advance with Stripe-tier economics.