Help Center

Seven short guides covering everything from your first import to month-end automation.

Getting Started with MCA Dash

Sign up, import your first CSV and read your dashboard — your first 5 minutes in MCA Dash.

Understanding Your Dashboard Metrics

Starting Capital, Capital Deployed, Realized Profit and In-Progress Profit — what each number means and how it's calculated.

Inviting Partners & Managing Access

Give co-investors, accountants and advisors read-only access to the wallets you choose, and revoke it anytime.

Uploading & Managing Your CSV Data

Which CSV columns MCA Dash needs, how imports merge without duplicates, and how AM Status maps to deal colors.

Monthly Updates & Claude Automation

Update your ending balance in a minute on the 28th — or automate it entirely with Claude Automation.

Analyzing Deal Performance & Trends

Read the Deals tab month by month: deal counts, capital deployed, RTR collected and status mix.

Troubleshooting & FAQ

Numbers not matching, $0 months, wrong deal status, partner access problems and how to export everything.

Can't find what you need? Email support@mcadash.com