What software do MCA funders use to manage syndicators?

Most MCA funders manage syndicators inside their own origination platform plus spreadsheets emailed each month. A syndication dashboard sits on top of that: the funder's existing export is imported, each investor sees only their own wallet, and balances, deployments, collections, fees and defaults reconcile month by month without the funder rebuilding a statement by hand.

What funders usually struggle with

  • Monthly statements assembled by hand in spreadsheets for every syndicator.
  • Investors asking the same questions: what did I earn, what is still open, why did the balance move.
  • No shared view, so every discrepancy turns into an email thread.
  • Different investors on different wallets, with no simple way to grant read-only access.

What a shared wallet dashboard changes

  • One import of the platform's export updates every wallet at once.
  • Each investor gets read-only access to their own wallet only.
  • Starting balance, capital deployed, collections after fees and ending balance reconcile each month.
  • Discrepancies over a threshold are flagged so they are raised the month they appear.

Does the funder need to build anything?

No. MCA Dash reads a standard portfolio export, so nothing changes inside the origination platform. A funder can set up wallets, invite syndicators as read-only partners, and keep the daily workflow exactly as it is today.

See your own MCA numbers clearly

MCA Dash turns your funder's export into wallet growth, deal health and realized profit. Free to start.

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More terms in the MCA glossary or run a deal through the MCA calculator.