⚠️ All rates below are editable placeholders, not confirmed Moment figures — replace them with actual commercial and cost-of-funds rates before relying on this estimate for a real decision.
Off-Us — Gross Profit from TPV and Cost of Funds
Off-Us profit is a single blended calculation: Gross Profit = TPV × (Take Rate − Cost of Funds Rate).
Gross Margin—
Estimated Gross Profit—
On-Us — Gross Profit by Payment Method Mix
On-Us profit is cumulative: each payment method has its own cost of funds, so total Gross Profit = Σ (TPV share × (Take Rate − Cost of Funds)) across the mix. The % column should sum to 100%.
Payment Method
% of TPV
Take Rate (%)
Cost of Funds (%)
Gross Profit
Mix Total—
Blended Margin—
Cumulative Gross Profit—
Combined Estimated Gross Profit (Off-Us + On-Us)—
📋 Onboarding Information Gathering Form
Capture partner and merchant details for onboarding
Who are you onboarding?
Select the entity type to load the relevant information gathering form.
🏪
Merchant
A business that wishes to accept payments via Off-Us (3rd party) channels through Moment's Conductor or via own On-Us (it's own) channels using Moment's platform
🤝
Partner
A payment channel partner integrating with Moment's Conductor to present Merchant bills or a payment method provider with whom Moment integrates for payment methods
Core Details
Basic information about the entity being onboarded.
The other side of this engagement — used together with the answer above to determine the full onboarding scenario.
Only relevant since one side of this deal is an existing merchant or partner.
This person becomes the Project Owner once a project is created from this submission.
This person becomes the Project Owner once a project is created from this submission.
New Partner Details
Since this deal involves a brand-new counterpart, capture enough here to kick off KYB, NDA, and contract work on their side too.
Hold Ctrl (Windows) or ⌘ (Mac) to select multiple countries
Hold Ctrl (Windows) or ⌘ (Mac) to select multiple currencies — include settlement currency if different from transaction currency
Select both if this engagement spans both channels.
Hold Ctrl (Windows) or ⌘ (Mac) to select multiple
Merchant Details
Merchant-specific classification and presentment information.
Hold Ctrl (Windows) or ⌘ (Mac) to select multiple
Hold Ctrl (Windows) or ⌘ (Mac) to select multiple
Partner Details
Partner-specific classification and channel coverage information.
Hold Ctrl (Windows) or ⌘ (Mac) to select multiple
Integration & Technical
Integration model, settlement, and technical configuration requirements.
Hold Ctrl (Windows) or ⌘ (Mac) to select multiple
Hold Ctrl (Windows) or ⌘ (Mac) to select multiple
Channels & Bill Types
Channel coverage, touchpoints, and billing integration requirements.
Payment Methods
Required payment method categories and sub-types for Off-Us and On-Us markets.
Acquiring
Acquiring types and available channel configuration.
Notes & Review
Add any final context, then review and submit.
Submissions
* Required fields · Submissions are session-only
✅ — complete
Leave blank to skip — you can always assign an owner later from the milestone itself.