Capital Models

PSC vs
Microfinance

Microfinance recycles capital through legal obligation and interest. PSC achieves 71% more system value through voluntary pay-forward—with zero interest and no debt burden.

What Microfinance Got Right

Microfinance revolutionized how we think about the poor. Muhammad Yunus and others proved that low-income individuals aren't charity cases—they're creditworthy. Give them capital and a structure for repayment, and they'll build businesses, educate children, and lift families out of poverty.

The insight was profound: poor people don't lack capability, they lack capital. Microfinance recycled that capital at scale—reaching over 140 million borrowers globally. PSC builds on this insight about recycling and beneficiary capability.

140M+
Borrowers worldwide
95%+
Typical repayment rates
$124B
Outstanding portfolio

The Structural Gap: Beneficiary Risk

Microfinance recycles capital by putting all downside risk on beneficiaries.

The Risk Asymmetry

In microfinance, the capital provider takes upside (interest income) while the borrower takes downside (debt burden, legal consequences for default). This asymmetry works—repayment rates are high—but at a human cost.

When Things Go Well

Borrower repays principal + 15-30% interest. Lender profits. Borrower keeps whatever margin remains.

When Things Go Wrong

Borrower still owes full amount. Credit damaged. Social pressure from group lending. In extreme cases: asset seizure, legal action.

Why This Matters

The debt model creates high recycling rates precisely because borrowers face consequences for non-payment. But for social programs—scholarships, healthcare access, community support— punishing beneficiaries who struggle defeats the purpose.

PSC achieves recycling without coercion. Beneficiaries pay forward because they want to, not because they must. This creates different outcomes: slightly lower recycling rates, but a fundamentally different relationship between capital and people.

The Fundamental Difference

Both recycle capital. But the mechanism and human experience are completely different.

Microfinance / Debt

Capital is lent with interest. Repayment is legally required. Failure to repay has serious consequences.

High recycling rates (95-100%)
Proven model at scale
Interest charges (15-30% APR)
Debt stress and anxiety
Default damages credit/relationships
30-Year System Value
$1,920,000
(19.2× from $100K)

Perpetual Social Capital

Capital is given as a gift with a moral (not legal) expectation to pay forward when successful. No interest, no debt.

Zero interest charged
No debt burden or stress
Gratitude-based culture
No penalty for inability to pay
Higher long-term system value
30-Year System Value (R=0.95)
$2,670,000
(26.7× from $100K)

System Value Over 30 Years

Microfinance plateaus as market saturation and defaults accumulate. PSC continues compounding.

Microfinance: 95% repayment with 20% interest | PSC: R=0.9, 0% interest

Feature Comparison

FeatureMicrofinancePSC
Initial Capital$100,000$100,000
Interest Charged15-30% APR0% (pay-forward)
Repayment ObligationLegal requirementMoral commitment
30-Year System Value$1.92M (19.2×)$2.67M (26.7×)
Default ConsequencesCredit damage, legal actionNo penalty
Beneficiary StressHigh (debt burden)Low (voluntary)
Recycling Rate~95-100% (required)~80-95% (voluntary)
Community CultureTransactionalGratitude-based

The Human Difference

Beyond the numbers, PSC creates a fundamentally different experience.

Debt Experience

"I owe $5,000 plus 20% interest. I must repay or face consequences."

Feelings: Obligation, anxiety, pressure

Relationship: Transactional, adversarial if default

PSC Experience

"Someone believed in me. When I succeed, I want to give others the same chance."

Feelings: Gratitude, empowerment, belonging

Relationship: Community, mutual investment

When Each Model Makes Sense

Choose Microfinance When:

  • You need guaranteed capital return
  • Beneficiaries are for-profit businesses
  • Legal enforcement is acceptable
  • Revenue model depends on interest income

Choose PSC When:

  • You want to avoid debt burden on beneficiaries
  • Building community is as important as capital
  • Long-term system value matters more than short-term
  • Gratitude culture aligns with your mission

Extractive vs. Regenerative Capital

The Regenerative Capital Theory paper explains why debt and PSC produce such different outcomes: debt operates on extractive logic—capital providers extract value (interest) from beneficiaries. PSC operates on regenerative logic—value flows back into the system to benefit future participants. Same recycling rate, radically different relationship between capital and people.

Read the RCT Paper (Theory)

Explore Debt-Free Impact Capital

See how PSC achieves higher system value without interest charges or debt burden.