MCA Dash is an add-on layer for funders that offer syndication. It turns the data your current system already holds into plain-English wallet dashboards — so syndicators understand their numbers and your team answers fewer emails.
Remittance reports and deal lists are complete — but syndicators still can't tell if their wallet grew this month, where the cash went, or what their real default rate is.
Every month-end brings the same questions. Each answer pulls your ops or investor-relations team away from funding deals.
Syndicators who understand their numbers stay, reinvest and refer others. Confusion is what makes capital leave.
Not a replacement — the layer that explains what your reports already contain.
Typical CRM / syndicate portal
+ MCA Dash on top
Remittance and payout reports
Monthly wallet growth in plain English
Deal list with balances
Where every dollar went: deployed, collecting, available
Basic portfolio stats
Default rate by count and by dollars, collected on defaulted deals
Transaction exports
Month-end reconciliation that explains any gap
Login for each syndicator
Read-only sharing for partners in a deal
Remittance reports and deal lists are complete — but syndicators still can't tell if their wallet grew this month, where the cash went, or what their real default rate is.
Every month-end brings the same questions. Each answer pulls your ops or investor-relations team away from funding deals.
Syndicators who understand their numbers stay, reinvest and refer others. Confusion is what makes capital leave.
Keep your CRM, servicing system and syndicate portal exactly as they are. MCA Dash reads the data you already produce; no migration, no retraining your team.
Each syndicator sees their own wallet: capital deployed, collections, fees, profit and deal-level performance — every number calculated one consistent way.
Shared users can look but never touch. They see only the wallet you share with them — nothing else in your book.
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.
Invite a syndicator by email. They sign in and their wallet is there — no training, no spreadsheets, no phone calls.
Use the portfolio export your CRM or syndicate portal already produces. Nothing changes on your side.
Set up each wallet once and invite the syndicator with read-only access.
Syndicators check their own dashboard whenever they want. Questions turn into self-serve answers.
Sales-led tiers for funders who want to offer MCA Dash to their syndicate base.
$600/month
For MCA funders with 50-100 investor syndicates
$1,200/month
For MCA funders with 100-250 investor syndicates
Custom pricing
For large MCA funders and institutions
Every syndicator you invite gets their own free read-only account — they never pay anything.
Send us one portfolio export and we'll show you a live investor dashboard within a day.