The Structure

How It Works

A rate buy-down is not a grant. It is a quarterly interest subsidy paid to CDFI partners, reducing the borrower's effective rate. Here is exactly how the mechanics work.

Four stakeholders. One seamless loan.

Each party has a clear role. The borrower sees only their CDFI lender. ARC Fund operates in the background.

01 / Funder

Philanthropic Pool

Foundations and impact investors contribute to the ARC pool. Capital is deployed as quarterly subsidies across the active loan portfolio.

Provides Capital
02 / ARC Fund

Rate Buy-Down Manager

ARC certifies eligibility, administers the subsidy pool, and pays CDFI partners quarterly. ARC holds no credit risk and no lien.

Pays Subsidy
03 / CDFI

Originator and Servicer

CDFI partners underwrite, originate, and service the loan under their existing standards. They retain full relationship with the borrower.

Lends and Services
04 / Borrower

Small Business

The borrower receives a loan at 300 bps below the standard CDFI rate. One loan, one payment, one lender. The pool is invisible.

Accesses Capital

A fixed quarterly payment. Simple to administer.

The subsidy method is the flat monthly payment difference, not a declining balance. ARC pays a fixed quarterly amount per active loan regardless of outstanding balance.

Deal Example: $150K / 60-Month Loan

Loan amount $150,000
Standard CDFI rate 9.0%
ARC effective rate 6.0%
Monthly at standard rate $3,113
Monthly at effective rate $2,900
Monthly saving to borrower $213
Total subsidy (36 months) $7,698
Origination fee offset ($1,500)
Net pool cost after fees $6,428

Quarterly Payment Schedule

Q
Quarter End

Portfolio Report Submitted

CDFI submits a portfolio report within 15 calendar days of quarter end listing all active qualifying loans.

15
Day 15 from Quarter End

Report Deadline

Complete portfolio report due from CDFI. Late or incomplete reports delay the payment cycle.

30
Day 30 Maximum

ARC Pays Subsidy

ARC pays within 15 days of receiving a complete report. Maximum 30 days from quarter end to payment receipt. Net of service fee.

Proration method Active days / total days in quarter
Default treatment Pool stops future subsidies. CDFI absorbs credit loss.

Run your own deal.

Adjust loan size, term, and standard rate to see the exact subsidy, borrower savings, and net pool cost.

Fees are designed to sustain the fund, not burden it.

Three fee streams cover operating costs and align incentives across all parties.

Fee Rate Who Pays Who Receives Timing On $150K Deal
Origination Fee 1% of principal Borrower (via CDFI at close) CDFI collects, remits to ARC At loan closing $1,500
Service Fee 3% of total subsidy CDFI ARC Fund Netted from quarterly payment $230
Management Fee 1% of pool capital/year Pool (charged annually) ARC Fund Year 2 onward N/A (pool-level)

The CDFI receives one net payment each quarter: the full subsidy minus the 3% service fee. No separate invoice. No wire transfers back and forth. Origination fee is 1% of loan principal, collected at closing.

What a $150K deal looks like for a CDFI partner

ItemAmount
Origination fee retained$1,500
Interest income at 9% over 60 months$36,808
Gross revenue$39,058
Service fee remitted to ARC($230)
Loan loss provision (3%)($4,500)
Estimated servicing costs($2,500)
Net CDFI income$31,828
Net annual yield on capital~4.2%

Why not just give grants?

A direct grant achieves the same borrower benefit at higher cost, with less leverage and no lasting credit history for the borrower.

Direct Grant
$7,698
Full cost per deal
19.5x implied leverage (full loan principal / grant cost)
No credit history for borrower
No proprietary data
One-time transaction
Works best for small deal volume
ARC Fund
$6,428
Net pool cost per deal
23x implied leverage (full loan principal / pool cost)
Builds borrower credit history
Proprietary outcome dataset
Scales across deal portfolio
16% lower philanthropic cost for the same $213/month borrower saving.

Leverage is calculated as full loan principal divided by philanthropic cost per deal ($150K / $6,428 for ARC Fund, $150K / $7,698 for a direct grant). This reflects the loan amount unlocked per dollar deployed, not capital directly transferred. The more conservative and auditable comparison is cost per deal: ARC Fund costs $1,270 less than a direct grant to produce the same monthly payment reduction for the same borrower.

The grant model wins when speed matters more than efficiency (post-disaster context), when deal volume is below 5 per year, or when funder appetite for structured vehicles is low.

Ready to go deeper?

Explore the full CDFI partner network, review funder commitment options, or reach out to request the replication playbook.

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