Advisory

Optimization

Fix the economics of a live product — take rate, margin, pricing, and the leakage you cannot see from the dashboard.

The decision this solves

Where the money is leaking — pricing, cost, or mix — and what to fix first.

Who it's for

Software companies whose embedded finance product is being used but earns less per transaction than it should.

Questions we answer

  • Are we priced right for our ticket size and card mix?
  • How much margin are we losing to downgrades and pass-through misses?
  • Is our buy rate still market, or is it time to reopen the contract?
  • Which of our products earns least per transaction, and why?

What it covers

  • Take-rate and margin audit against stage and vertical benchmarks
  • Pricing and packaging of the product within your software
  • Payments leakage diagnosis (interchange, downgrades, pass-through misses)
  • Lending and card equivalents — approval rates, funded-attach economics, interchange share
  • Provider cost structure, and when the buy rate is worth reopening

How the engagement works

Audit-first: benchmark your unit economics against your stage and vertical, locate the leak, and leave you a sequenced fix list with the money attached to each item. Exact scope is agreed on the first call.

What we'll need from you

  • Processing statements, origination data, and volume basics
  • Your current merchant-facing pricing
  • Your provider agreement and current buy rate

What you leave with

A quantified margin gap and the sequenced plan to close it.

Book a call

Advisory never influences rankings, recommendations, or answer pages — see the sponsorship policy.