Internal Syndication & Portfolio Management Platform
Transform incoming MCA deal flow into structured investment opportunities for your office.
Admin Dashboard
$0
$0
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3 deals pending review
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1 delinquent deal
Requires attention
2 payouts awaiting
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Real-time visibility into every aspect of your office operations.
Deal Intake
New Deal Submission
From: broker@meridianfunding.com
Subject: New Deal — Greenfield Medical Supply
Hi team,
Submitting a new deal for review:
Merchant: Greenfield Medical Supply
Amount: $60,000
Factor Rate: 1.30x
Term: 180 days
Industry: Healthcare
Please review and publish when ready.
Extracted Deal Data
Deal Marketplace
Amount
$50K
Factor
1.35x
Amount
$35K
Factor
1.35x
Amount
$60K
Factor
1.3x
Browse, evaluate, and invest in deals — with full transparency on terms and progress.
Deal Detail
Funded
$50,000
Payback
$67,500
Factor
1.35x
Return
35%
Collected
$42,000
Remaining
$25,500
Syndicate
Michael Torres
60% ownership
$30,000
+$25,200
Jessica Park
40% ownership
$20,000
+$16,800
Deal Health
Payment Processing
Payment Received
+$0.00
Daily ACH — Metro Quick Mart
Distribution Breakdown
Running Totals
61.7% collected
Investor Portfolio
Total Invested
$0
Total Returned
$0
Profit Earned
$0
Available Balance
$0
Holdings
Metro Quick Mart
Active$30,000
+$4,200
84%
Sunrise Laundromat
Paid Off$12,000
+$4,200
100%
Bella's Italian Kitchen
Open$15,000
+$0
0%
Payout System
Step 1: Request
Rep submits payout from available balance
Step 2: Approve
Admin reviews and approves the request
Step 3: Disburse
Funds sent to linked bank via ACH
Payout Flow
$5,000.00
Deposited to Chase ****4521
Security & Controls
Two-Factor Auth
TOTP + recovery codes
Encrypted Data
AES-256-GCM at rest
Audit Trail
Every action logged
Role-Based Access
5 permission levels
Audit Log Preview
Prepared Exclusively For
Your private syndication platform — built to transform deal flow into structured investment opportunities.
9
Deal Statuses
5
User Roles
Pro-Rata
Distribution
Plaid
Bank Integration
Let's launch your marketplace.
Ready for deployment — reach out to schedule onboarding.