Many Merchant Cash Advance (MCA) Funders use multiple legal entities to fund their merchant cash advance deals. MCA Suite allows our Funders to designate which entity is responsible for funding a particular deal. Once the information is in MCA Suite, various reports can be created to help Funders report on their investments.
To mark a deal funded in MCA Suite, go to the Deals > Details page and click on "Track Deal." Here's a related article on how to track deals in MCA Suite.
The following screen allows you to enter a Funder associated with the deal. This is where you enter the legal entity responsible for funding the MCA deal. In the "Funder" field, MCA Suite will do a look-up against Companies that have a Contact Type equal to Funder. Here's an article on the different contact types available in MCA Suite.