DR-2026-004: Replace Metered Markup with Prepaid Token Banks at 15%

Date: 2026-02-18 Owner: Yohay Etsion (Founder) Product: Legionis Status: Accepted Tags: pricing, token-economics, managed-billing, BYOT, unit-economics


Decision

Replace the 30% metered markup model for managed token billing with Prepaid Token Banks at 15% markup. Users purchase dollar-denominated credit packs ($10/$25/$50/$100) with tiered bonuses at higher amounts. No expiration at launch. Optional auto-top-up. Per-task cost preview before execution. BYOT remains the hero path.

Context

DR-2026-001 established the pricing model pivot to team-based modules ($10-25/mo) with BYOT as the primary model and managed billing as a convenience option. The initial token economics analysis (v1.0) recommended a 30% flat metered markup on Anthropic's published rates.

A joint BizOps + VP Product review identified that prepaid Token Banks at 15% deliver better unit economics and UX than 30% metered:

Options Considered

Option A: Prepaid Token Banks at 15% Markup [CHOSEN]

Structure: Dollar-denominated credit packs with 15% markup and tiered bonuses.

Credit PackPriceBonusEffective Markup
$10$11.50None15%
$25$28.75None15%
$50$57.50$5 bonus credits~4.5% effective
$100$115.00$15 bonus credits~0% effective

Pros:

Cons:

Option B: Daily Credit Card Charges (Rejected)

Structure: Charge users daily for actual API usage at a markup.

Rejected because: Stripe fees explode on daily micro-transactions. A $0.50 daily charge costs $0.31 in Stripe fees (62%). Even weekly billing creates unacceptable fee drag on light-to-moderate users.

Option C: Status Quo 30% Metered Markup (Rejected)

Structure: Monthly metered billing at 30% markup on Anthropic's published rates (the v1.0 recommendation).

Rejected because:

Rationale

The core insight: prepaid at a lower markup generates better total lifetime economics than metered at a higher markup.

At 30% markup, users switch to BYOT sooner (at ~$50/mo spend, the $15/mo markup fee triggers switching). At 15% markup, the switching threshold is higher (users tolerate $7.50/mo at $50 spend), meaning more users stay on managed billing longer, generating more total revenue over their lifecycle.

Additionally, prepaid eliminates the two biggest operational risks of metered billing:

  • Credit risk: With metered billing, Legionis fronts API costs and bills later. With prepaid, cash is collected first.
  • Stripe fee drag: Fewer, larger transactions reduce the impact of Stripe's $0.30 fixed fee per transaction.
  • What Changes

    Immediately

  • Token economics document: Updated to v2.0 reflecting Token Bank model
  • Pricing strategy: Updated to v2.0 with Token Bank details in Key Decisions table
  • Implementation: Credit balance system, credit pack purchase flow, auto-top-up logic, per-task cost estimation
  • Product/UX

  • Credit purchase flow: Simple pack selection ($10/$25/$50/$100) with clear bonus display
  • Balance indicator: Always-visible credit balance in the UI
  • Per-task preview: "This operation costs ~$0.12. Balance: $8.43. [Execute] [Cancel]"
  • Auto-top-up settings: Optional threshold + pack selection in account settings
  • BYOT messaging: "Bring your own keys for zero markup, or use our credits for instant setup"
  • Pricing Page

  • Managed billing section shows credit packs, not metered rates
  • BYOT positioned as the hero: "Power users bring their own keys"
  • Token Banks positioned as the on-ramp: "Get started instantly with credits"
  • Success Criteria

  • Managed token users maintain positive unit economics: Net margin on managed token revenue stays above 8% after Stripe fees
  • BYOT conversion for power users: Users spending $100+/mo on credits convert to BYOT within 3 months (healthy self-selection)
  • Managed billing adoption: 20-40% of users choose managed billing (vs. BYOT). Below 20% means friction in purchase flow; above 40% means BYOT messaging needs strengthening
  • Credit breakage: Stays below 15% of total purchased credits (users are actively using what they buy)
  • Average credit pack size: Trends toward $25+ over time (bonuses driving larger purchases)
  • Re-Decision Triggers

  • If managed token net margin drops below 8% after Stripe fees for 2 consecutive months, consider raising markup to 20%
  • If credit breakage exceeds 15% of purchased credits, evaluate introducing 24-month expiration
  • If <10% of users choose managed billing, investigate Token Bank UX friction and consider smaller packs ($5)
  • If >70% of users choose managed billing, BYOT positioning needs strengthening
  • If Anthropic offers volume discounts, evaluate whether to improve margins or introduce larger bonuses
  • Cross-References


    Documented: 2026-02-18 Reviewed by: BizOps + VP Product (aligned)