BTC Now Inc

Lender of Record Partnership

Bitcoin Installment Purchase Program

Buy Now, Pay Later for Bitcoin

01

Overview

BTC Now Inc. offers consumer installment purchase plans for Bitcoin to U.S. consumers. We are seeking banking partners to serve as lender of record for our installment loan program, providing banks with fee-based revenue, minimal balance sheet exposure, and access to a rapidly growing digital asset consumer market.

Loan Terms

4 to 120 months

Subject to underwriting approval

Effective APR

10-18%

Based on creditworthiness

Year 1 Target Volume

$100M+

In originations

Bank Balance Sheet Exposure

72 hours maximum

BTC Now purchases loans

Collateral

100% Bitcoin-backed

Held in institutional custody at Fireblocks Trust Company

02

The Program

Consumer Product

BTC Now provides Bitcoin installment purchase plans to qualified U.S. consumers. The consumer receives Bitcoin immediately upon loan origination, with the asset held in secure institutional custody until the installment plan is paid in full.

Consumer Terms

  • Pricing: All-in financing rate of 10-18% effective APR (no hidden fees)
  • No origination fee to consumer
  • No late payment fee to consumer
  • No early payment fee to consumer
  • 30-day grace period on missed payments
  • Payment methods: ACH, credit card, or USDC cryptocurrency

Example Transaction

Bitcoin spot price

$100,000

Loan term

120 months

Monthly installment

$1,600

Total purchase price

$192,000

Financing charges (over 10 years)

$92,000

Monthly Payment Schedule

BTC Price: $100,000APR: 15%Origination: 1%
Amount12 Month1 year60 Month5 years120 Month10 years
0.25 BTC$25,000$2,256
$595
$403
0.5 BTC$50,000$4,513
$1,190
$807
0.75 BTC$75,000$6,769
$1,784
$1,210
1 BTC$100,000$9,026
$2,379
$1,613

60-month term highlighted as the balanced option between affordability and total cost

Custody & Collateral

During the installment period, Bitcoin is held with Fireblocks Trust Company, an institutional-grade custody provider. Each customer receives a dedicated Bitcoin wallet for each specific installment plan—no asset pooling.

Default Procedure

If a borrower fails to meet payment obligations after the 30-day grace period, BTC Now will:

  1. 1.Seize the Bitcoin from the customer's dedicated Fireblocks account
  2. 2.Liquidate at market price (no markup)
  3. 3.Calculate and pursue any remaining borrower obligation
03

How It Works for the Consumer

Sign
Purchase
Escrow
Pay
Own
1

Consumer Signs Loan Agreement

Consumer signs a loan agreement to purchase Bitcoin (e.g., 1 BTC). BTC Now finances the purchase amount and allows the buyer to repay the loan amount plus financing cost over the term.

Day 1 • Origination
2

Bitcoin Held in Escrow

During the payment period, the BTC is held in Fireblocks Trust Company escrow account. The consumer can see their Bitcoin and wallet address directly in the app at any time.

Day 1 • Secured Custody
3

Monthly Payments

Consumer makes fixed monthly payments via ACH, credit card, or USDC. Payments are fixed regardless of Bitcoin price—no margin calls, no forced liquidations.

Months 1-120 • Ongoing
4

Full Ownership

After final payment, the Bitcoin is transferred to the consumer's personal wallet. They own it outright with no restrictions.

Final Payment • Complete Ownership

Key Differentiator

Unlike margin loans that force sales during crashes, only the consumer decides when to sell. No forced sales by lenders, ever. Fixed dollar payments regardless of Bitcoin price fluctuations.

04

Payment Flow

AConsumer Payment Flow

KYC
Verify
Process
Collect
Disburse
1

KYC Verification

Consumer goes to website and completes KYC via plaid.com, including Sanction Screening, OFAC compliance, and fraud detection.

2

Bank Account Verification

Consumer connects existing bank accounts for income verification and payment ability screening. We use this bank account data to perform underwriting checks to determine eligibility, run credit checks, and pull the FICO score in accordance with underwriting standards.

3

Payment Processing

Consumer pays via PCI-compliant payment processor using BTC Now Loan Software provided by loanpro.com. Payments are collected via repay.com, which sends daily batch transfers to the master account of the Lender of Record.

4

Payment Collection

repay.com sends daily batch transfers to the master account at the Lender of Record, which are then disbursed weekly to the Loan Note Holder.

5

Payment Methods

WireACH DebitACH PullDebit CardCredit Card

BLender of Record Payment Flow

Deposit
Sign
Buy BTC
Payment
Escrow
1

Capital Deposit

$25M

BTC Now Inc. places loan underwriting fund with the Bank Partner—initial deposit of $25 Million USD

2

Loan Origination

Consumer signs loan with Bank Partner

3

Bitcoin Purchase

Bank Partner buys the correct amount of Bitcoin on Coinbase and other connected Bitcoin seller platforms (provided by BTC Now)

4

First Payment

Bank receives first installment payment from customer

5

Bitcoin Escrow

Bank sends BTC amount to Fireblocks Trust Company to place Bitcoin into escrow

CLoan Purchase Flow

Originate
72hr Hold
Purchase
Off Balance
Payments
1

Loan Origination

Bank Partner originates the loan and holds it on their balance sheet.

2

72-Hour Hold Period

72 hrs max

Loan remains on the bank's books for a maximum of 72 hours. Since BTC Now's origination funds are already on deposit with the bank, there is no real balance sheet risk exposure.

3

Loan Purchase

BTC Now purchases the loan from the Bank Partner within 72 hours of origination.

4

Off Balance Sheet

Loan is removed from the bank's balance sheet and transferred to BTC Now as the new loan holder.

5

Installment Payments to BTC Now

All future monthly installment payments flow directly to BTC Now as the loan holder.

Zero Balance Sheet Risk

The bank has no balance sheet risk—BTC Now's $25M origination funds are already on deposit with the bank. After BTC Now purchases the loan (within 72 hours), all credit risk and future payments transfer to BTC Now.

Capital Flow Summary

USD Flow
BTC Flow

BTC Now

Capital Provider

↓ $25M

Bank Partner

Lender of Record

↓ Loan

Consumer

Borrower

↓ BTC

Fireblocks

BTC Custody

Consumer
Monthly Payments
Bank Partner
05

The Opportunity for Banks

Revenue Model

Partner banks earn a flat per-loan origination fee for each loan originated through the program. Fee structure is negotiable based on volume commitments.

Fee-Based Revenue, Zero Capital Risk

Banks earn origination fees without deploying capital or taking on credit risk. BTC Now provides all underwriting capital and purchases loans within 72 hours.

Risk Profile

Risk FactorMitigation
Credit exposure72-hour maximum hold; BTC Now purchases loans
Collateral risk100% Bitcoin-backed, held at Fireblocks Trust
Bitcoin price riskNone—BTC Now provides inventory and guarantees buyback
Regulatory riskStinson LLP engaged for compliance structure
Operational burdenBTC Now provides turnkey servicing platform

Volume Projections

Initial Committed Capital

$25,000,000

BTC Now proprietary

Fund Capacity

$1,000,000,000

Closed-end fund structure

Year 1 Target

$100M+

In originations

Soft Commitments

Multiple

Institutional investors interested

06

What BTC Now Inc Brings

Everything your bank needs to run this program is provided by BTC Now. Our turnkey solution minimizes your operational burden while maximizing fee revenue.

1

Fully Automated Compliance

KYC/AML/OFAC/Sanction Screening—all automated and integrated into the platform. No manual review required.

2

Credit Score Integration

Soft and hard pulls, credit decisioning, and default registration—all integrated with major credit bureaus.

3

Underwriting Capital

The partner does not have to expose its balance sheet capital in this program. BTC Now provides all underwriting capital for the loans.

4

Complete Team Support

Marketing Team, Sales Team, Technical Team, and Legal Team—all provided by BTC Now to support the program.

5

Full Loan Lifecycle Management

Automated payment processing, reconciliation, loan lifecycle management, loan sales management, and more—all handled by our platform.

Bottom line: Your bank provides the lending license, we provide everything else.

07

Risk & Mitigations

How BTC Now Inc Mitigates All Risks for Its Partners

1.

No Cash Outlay Required

BTC Now provides all underwriting capital. The bank does not need to deploy its own capital to participate in this program.

2.

Legal Support

We bring the legal team to build the credit policy, loan agreements, and all documentation in a way that both BTC Now and the Lending Partner feel comfortable with.

3.

Technical Enforcement

All AML/KYC and credit policies are fully enforced on a technical basis. No manual oversight required—the system automatically rejects non-compliant applications.

4.

Insured Custody

All cryptocurrency is held with an insured custodian (Fireblocks Trust Company). Institutional-grade security for all assets.

5.

No Balance Sheet Exposure

Loans are purchased from the Bank's balance sheet by BTC Now after 3 days of seasoning. No long-term balance sheet exposure to the bank. Maximum exposure window: 72 hours.

72 hrs

Max Balance Sheet Exposure

100%

Bitcoin Collateralized

$0

Bank Capital Required

08

Partnership Structure

Bank Responsibilities (Lender of Record)

1.

Originate loans using BTC Now's underwriting criteria and automated platform

2.

Hold loans on balance sheet for 72 hours

3.

Maintain regulatory compliance with applicable state and federal lending laws

4.

Engage BTC Now as servicing provider (software licensing arrangement)

BTC Now Responsibilities

1.

Provide Bitcoin inventory to underwrite each installment plan ex ante—bank sells Bitcoin from inventory, not a loan for future purchase

2.

Operate automated loan servicing platform on behalf of lender of record

3.

Purchase all loans from lender of record within 72 hours of origination

4.

Handle all borrower interactions post-origination (payments, collections, defaults)

Partnership Summary

Bank Provides

  • • Lending license (50-state coverage)
  • • Regulatory relationship
  • • 72-hour loan holding

BTC Now Provides

  • • All capital ($25M+ initial)
  • • Technology platform
  • • Operations & servicing
  • • Marketing & customer acquisition
  • • Legal & compliance support
09

Underwriting Standards

Underwriting criteria are being finalized with Stinson LLP, with expected standards including:

CriterionRequirement
FICO Score620 or higher
Debt-to-Income (DTI)25% or less
Income verificationRequired
Eligible borrowersW-2 employees, self-employed/business owners with provable income, high-net-worth individuals

620+

Minimum FICO

≤25%

Max DTI Ratio

Verified

Income Required

Automated Decisioning

All underwriting decisions are made automatically through our platform integration with credit bureaus and Plaid. No manual review required for standard applications—the system enforces all criteria programmatically.

10

Technology & Operations

Platform Capabilities

KYC/AML Compliance

Integrated with Plaid for identity verification, sanctions screening, and anti-money laundering checks

Automated Underwriting

Real-time credit decisioning with soft and hard pull capabilities

Loan Servicing

Full lifecycle management from origination through payoff or default

Payment Processing

ACH, credit card, and USDC cryptocurrency payments

Portfolio Monitoring

Real-time dashboards and reporting for all parties

Customer Interface

Dedicated Bitcoin wallet visibility for each borrower in the app

Platform Status: Fully Operational

The platform is ready for deployment. All integrations are complete and tested.

Technology Stack

Plaid

Identity & Banking

LoanPro

Loan Management

Fireblocks

BTC Custody

Coinbase

BTC Acquisition

11

Origination Projections

Months 1-3

$25M

Total originations

Months 3-6

$25M

Per month

Months 6-12

$25M

Bi-weekly

Month 12+

$100M

Per month in new loans

Origination Ramp-Up Timeline

1

Q1

$25M total

2

Q2

$75M total

3

Q3-Q4

$150M+

4

Year 2+

$1.2B/year

Year 1 Target: $100M+ in total originations

12

Partners

Status on Partner Integrations and Roles

Plaid

plaid.com

KYC, AML, Sanction screening, and consumer bank data injection for underwriting checks

LoanPro

loanpro.com

Loan origination management, compliance management, loan servicing management, and payment management

BTC Now

btcnow.com

Consumer-facing online platform for loan management and Bitcoin management

CB

Coinbase

For buying the Bitcoin

FB

Fireblocks Trust Company

Secure Bitcoin custody with institutional-grade security

BTC

BTC Now Inc

For underwriting liquidity

Repay

Repay

For payment processing

Integration Status

All partner integrations complete and operational

13

Team

BTC Now Team of Expertise

Marc Dumpff

CEO & Capital Markets

NOVIGANTOHEDGE FUNDS
  • Structured sovereign debt deals; operated funds under FMA/CIMA/ECB supervision
  • Founded Liechtenstein hedge fund at age 20 (fastest approval)
  • Advisor to ECB, IMF, and World Bank on capital markets policy

Evan Kalimtzis

CIO & Securitization

JP MORGANASTERI CAPITAL
  • JP Morgan: MD & Co-Head of CIO's SPAR group; managed $400B investment portfolio framework
  • Asteri Capital: Founder/CEO of $550M multi-strategy credit hedge fund (Glencore seeded)
  • 25+ years in structured credit, risk mgmt, and ABS/CLO trading

Peter D. Howard

CRO & Structured Products

PELOTONBNP PARIBAS
  • Peloton Partners: Partner/Senior PM; grew ABS Fund to $1.8B; built $10B+ portfolio
  • Dresdner Kleinwort: Head of ABS/CMBS prop trading; built NA sell-side platform
  • Expert witness on RMBS/CLO litigation; 20+ years global macro

James Alder

Chief Operating Officer

REAL ESTATECAYMAN FUNDS
  • 30+ years in financial structuring, asset management, and commercial property
  • Mulberry Commercial: Averaged 25% annual yield; built 1M+ sq ft commercial space
  • Director for regulated funds in Cayman, Liechtenstein, and Switzerland

Alexander Watanabe

CPO & Cross-Asset Lending

SUNTORY AIBLOCKCHAIN
  • Built world-first NFT shorting platform & cross-asset lending protocol
  • Suntory: Led AI/ML forecasting models for Jim Beam & Maker's Mark
  • Solved 5-year robotics problem for aerospace clients (Boeing, ISRO)

Korneliusz Caputa

CTO & Fin. Infrastructure

KLARNAAXO.TRADE
  • Klarna: Executive advisory; built teams for global payment flows
  • Axo.trade: Scaled decentralized exchange to 10k+ daily active users
  • Expert in high-scale systems, DSLs for trading, and risk management

Mateusz Goślinowski

Head of Credit Risk

STANDARD CHARTERED
  • 5+ years quantitative development at Standard Chartered Bank
  • Built counterparty credit risk systems & large-scale batch computations
  • Developed liquidity reporting system for multi-billion dollar balance sheets

Anastasia Stull

Chief Legal Officer & Regulatory

STINSON LLPCFPB EXPERT
  • Stinson LLP: Former Partner advising FinTechs and banks on regulatory compliance (CFPB, OCC, FDIC)
  • Merrill Lynch: Former in-house regulatory counsel; expert in consumer & commercial banking law
  • Recognition: Past President of Women in Housing & Finance; 2022 Thought Leadership Award

Team Summary: Core team has executed together 10-15 years across regulated funds, sovereign debt, and trading infrastructure. Combined experience includes $400B+ in structured products at JP Morgan, $10B+ ABS portfolios, and financial infrastructure at Klarna, Standard Chartered, and major European institutions.

14

Lender of Record Economics

Origination Fee

0.25%

Per loan originated

Outstanding Loan Fee

0.2%

Per month on outstanding amount

Year 1Revenue Projections

Total Originations

$100,000,000

Origination Fee Revenue

$250,000

($100M × 0.25%)

Assuming $100M average outstanding balance:

Average Outstanding

$100,000,000

Monthly Fee Revenue

$200,000

($100M × 0.2%)

Estimated Year 1 Total Revenue

$2,650,000+

(Origination: $250K + Monthly fees: $200K × 12 = $2.4M)

Year 2Revenue Projections

Total Originations

$1,000,000,000

10x growth from Year 1

Origination Fee Revenue

$2,500,000

($1B × 0.25%)

Assuming $1B average outstanding balance:

Average Outstanding

$1,000,000,000

Monthly Fee Revenue

$2,000,000

($1B × 0.2%)

Estimated Year 2 Total Revenue

$26,500,000+

(Origination: $2.5M + Monthly fees: $2M × 12 = $24M)

Key Benefits

Recurring

Monthly fees on outstanding balance

No Capital Risk

BTC Now provides all capital

Scalable

Revenue grows with volume

16

The Ask

What We Need from a Lender of Record Partner

1

50-State Lending Capability

A partner bank that can issue consumer loans in all 50 US states. National coverage is essential for program scalability.

2

Regulatory Engagement

A partner bank that is willing to engage with us and work toward regulatory approval for the program and/or obtain a letter of no objections from relevant regulators.

3

Dedicated Team

A small dedicated team inside the bank to run the program. BTC Now provides all technology and servicing—bank team handles oversight and regulatory relationship.

What You Get

$1.4M+

Year 1 projected revenue

$0

Capital deployment required

72 hrs

Maximum balance sheet exposure

Fee-based revenue. No capital risk. Access to a $2.2 trillion market.