🚀 Getting Started with MCA Dash

MCA Dash is a portfolio management platform built specifically for MCA investors, syndicates and operators. Whether you're managing a single wallet or coordinating multiple partnerships, MCA Dash gives you complete visibility into your deals, returns and portfolio health.

This guide walks you through your first 5 minutes.

What is MCA Dash?

MCA Dash does one thing really well: it turns your MCA data into clarity.

Instead of juggling CSV files, spreadsheets and broker emails, you get:

• •📊 One dashboard showing all your wallets, deals and returns
• •👥 Partner access so your group can see portfolio status (read-only)
• •📈 Performance tracking showing what's paid off vs. still collecting
• •🔄 Real-time updates when you import new deal data
• •⏰ Monthly automation (optional) so you never miss an update

Sign up (1 minute)

1. Go to mcadash.com
2. Click "Sign Up Free"
3. Authorize with Google
4. Fill in your account info: display name, organization name (for partner branding), brand color and wallet names (you can add more later)
5. Click "Create my dashboard"

That's it. You're in.

Import your first CSV (2 minutes)

1. From your MCA broker, download your all-time CSV export
2. Click the Import button at the top of the dashboard
3. Select your CSV file
4. Wait for it to parse (usually under 5 seconds)
5. See your deals appear on the dashboard

View your dashboard

Deal Summary

Total deals, capital deployed and the status breakdown: paid off, healthy, at risk, defaulted.

Your Wallets

• •Current balance
• •Month-over-month trend
• •Status (growing, stable, depleting)

Performance Cards

• •Starting Capital — what you invested
• •Capital Deployed — how much you lent
• •Realized Profit — what came back
• •In-Progress Profit — still collecting

Deals tab

Browse deals by month and see which ones paid and which defaulted.

History tab

Month-by-month breakdown of your portfolio performance.

Next steps

Invite your partners

1. Go to the Admin panel
2. Click "Invite partner"
3. Enter their email
4. Select which wallets they can see
5. Send them the invite link

Partners see a read-only view. You stay in control.

Set up monthly reminders

1. On the 28th of each month you'll get a reminder
2. Click the link or log in
3. Enter your ending balance
4. Done

Automate it (optional)

• •Add Claude Automation ($19.99/month per wallet)
• •Claude reads your broker emails automatically
• •Your dashboard updates without you doing anything