Share the wallet through a dashboard that supports read-only access, not by sharing your funder portal login. Give each partner view access to the specific wallet they are invested in, so they see balances, deals, collections and monthly performance without being able to edit figures, import data or see other wallets.
Why not just share the portal login
- Portal logins usually expose every wallet on the account, not just the partner's.
- Anyone with the login can change settings or request withdrawals.
- You lose any record of who looked at what.
- Most funder agreements do not allow credential sharing.
What a partner should be able to see
- Their wallet's starting balance, ending balance and available cash.
- Capital deployed and collections received, month by month.
- Deal counts: paid off, in default, still open and paying.
- Realized profit for closed months, kept fixed once the month is finalized.
How it works in MCA Dash
The wallet owner invites a partner by email. The partner signs in and sees only the wallets shared with them, in read-only mode: no imports, no edits, no admin tools, no other wallets. Access can be removed at any time.
See your own MCA numbers clearly
MCA Dash turns your funder's export into wallet growth, deal health and realized profit. Free to start.
Try MCA Dash freeRelated questions
More terms in the MCA glossary or run a deal through the MCA calculator.