AI My Advance: Syndicator

AI My Advance: Syndicator is a secure, cloud-based investor portal for merchant cash advance (MCA) syndicators. It unifies portfolio visibility, payout tracking, syndication records, and funder relationships in one workspace replacing scattered spreadsheets with a single source of truth for your participations. Built for syndicators who invest in MCA deals alongside funders and need timely insight into balance, cashflow, returns, exposure, and deal activity across active and closed positions. KEY CAPABILITIES • Dashboard: Available balance, financial overview (gross/net), investment summaries, and funder partnership context. • Cashflow and payouts: Pending, completed, and total payouts with timelines for expected versus received cash. • Investment performance and ROI: Metrics and charts to evaluate how participations perform over time. • Risk and exposure: Delinquency aging, exposure views, and diversification signals where enabled. • Syndications: Active and historical syndication records with list and detail navigation. • Syndication offers: Review offers when your funder enables this workflow. • Funder partnerships: Relationship and distribution context with originating funders. • Transactions: Payout-related transaction history for reconciliation and follow-up. • Profile and account: Syndicator profile, balance, and payment history. • Onboarding: Secure login and funder invitation linking when invited to connect accounts. SECURITY Authentication and role-based access protect sensitive data. Use strong passwords and sign out on shared devices. Follow your organization policies for credentials and compliance. PLATFORM Features depend on funder configuration and account permissions. Web application with optional mobile access via AI My Advance Syndicator. AI My Advance: Syndicator gives MCA investors one place to track investments, payouts, and funder partnerships with clarity and control.