Clear answers before you import your first wallet.
Your funder's platform is built for them. It shows raw data. MCA Dash is built for you. It turns that data into clear answers about growth, performance, deal quality, and withdrawal safety, so you can actually understand your investment.
Most MCA funders provide portfolio exports. If yours doesn't, contact your funder and ask for a CSV export of your deals. They should have it—it is standard reporting.
Any funder that provides a CSV export works with manual import. Auto-Sync works with supported funder portals; contact us to check yours.
MCA Dash shows available cash and growth estimates. MCA Dash provides informational estimates only, not financial advice. Withdrawal rules are set by your funder. Check your funder's terms before withdrawing.
Yes. Upload separate CSVs for each wallet, or one combined CSV if your funder provides it. Starter and Team support 1 wallet; Business supports 5.
You can create separate dashboards for each funder, with each funder handled as a separate import. Funder comparison tools are planned, but MCA Dash focuses on one-wallet clarity first.
Yes. Generate partner links and set read-only permissions. Partners see your wallet data; they do not see other investors' deals.
With manual imports, add a fresh CSV monthly or whenever your funder updates its platform. Auto-Sync connects directly to supported funder portals and refreshes your wallet every business day. If your funder isn't supported yet, import their CSV export — it takes a minute.
Yes. Your data is encrypted in transit and at rest, stored on secure servers, and never shared with anyone you have not authorized. Read our Privacy Policy.
Realized Profit comes from deals that are 100% paid off. In-Progress Profit comes from deals still collecting—money that may be on its way but remains at risk if a deal defaults.
Of the money advanced to deals that later defaulted, how much has come back so far — including payments made before the default.
Most of your deals may still be collecting, which is normal. Capital often takes four to six months to return. That return is expected, but it is not cash yet; the Collections Pipeline helps show the risk.
It shows how much of the promised return you actually received. 100% means the full expected return was collected; 80% means 80% of the expected return was collected.
Yes. Download reports as PDF or CSV anytime for taxes, recordkeeping, or funder comparisons.
Auto-Sync connects directly to supported funder portals and refreshes your wallet every business day. If your funder isn't supported yet, import their CSV export — it takes a minute. It costs $19.99 per wallet per month and works on any plan.
Still stuck? Email support@mcadash.com