Post Oak Labs Showcase Embedded Lending Unit Economics Lab
Embedded Finance · BaaS $148B+ TAM · 2026 AP2 Lending Mandate

Model B2B embedded lending unit economics — NIM, RAROC, and break-even default rate.

An interactive lab for BaaS product managers, credit leads, and embedded-finance architects. Configure your lending programme — product type, APR, default rate, cost of capital, loss curve — and receive a full P&L waterfall, sensitivity table, and exportable AP2 mandate in seconds.

Embedded Finance TAM
$148B+
2026 · Apideck / Precedence Research
BaaS Market
$29B → $65B
2026–2031 CAGR · Apideck 2026
Healthy RAROC Target
≥ 15%
for well-structured B2B programmes
Model
EL = PD × LGD
Basel II/III simplified approach
🔒 All inputs are processed locally in your browser. No data is transmitted. Do not enter real personal data — use synthetic or anonymised inputs only.
⚠ Scope: B2B and commercial lending only. Consumer BNPL economics fall under different regulatory capital rules. Outputs are for programme design and investor modelling — not credit advice.

STEP 01 Configure Lending Programme

Set your product type, portfolio parameters, and capital structure. Every output below recomputes automatically when you click Model.

Lending Programme Parameters
Per-facility origination size
Total portfolio volume per year
All-in rate including capitalised fees
Warehouse rate, ABS cost, or equity hurdle
Underwriting, onboarding, credit bureau pulls
% of defaulted balance lost after recovery
Collections, payments processing, support
Basel III / economic capital allocated
Configure parameters and click Model Unit Economics
How this model computes

Net Interest Margin (NIM) · Gross APR minus cost of capital. This is the gross spread before credit losses and operational costs.

Expected Loss (EL) · PD × LGD — the Basel II/III simplified approach. EL is deducted from NIM as a provision expense, not a capital charge.

RAROC · Net Revenue divided by Allocated Capital (capReq × portfolio). Healthy embedded lending programmes target 15–25%.

Break-even PD · Solves for the default rate at which Net Revenue = 0, holding all other parameters constant. The margin between current PD and break-even PD is your credit quality buffer.

⬡ Illustrative model · B2B lending only · not credit advice · for programme design and investor modelling purposes only

BaaS / Lending

Designing a BaaS or embedded-finance programme?

Sponsor-bank economics, unit economics, programme policy, card and lending stacks — we've modeled and built them. Let's pressure-test yours before it reaches committee.

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Post Oak Labs · production deployments in the Caribbean & South Asia · works with a limited number of institutions at a time