Syndication Tracking

OrgMeter's platform offers real-time syndication tracking for Merchant Cash Advances (MCAs), ensuring that all syndicators in each deal have up-to-the-minute visibility into their commissions and deal performance.

Syndication Tracking by OrgMeter

Comprehensive Syndication Tracking with OrgMeter

OrgMeter’s platform offers real-time syndication tracking for Merchant Cash Advances (MCAs), ensuring that all syndicators in each deal have up-to-the-minute visibility into their commissions and deal performance. Syndicators can track repayment progress, assessing the financial health of the merchants, and predicting future returns.

Flexible Syndicator Participation

OrgMeter caters to two main types of syndicators, offering flexibility in how they participate in deals. Upfront syndicators typically maintain a positive balance, with the amount syndicated into advances deducted from their available balance. These Upfront syndicators can re-invest their funds into new advances seamlessly. As they go syndicators are billed for their syndication amounts as they are added to advances. This type allows syndicators more control over their investments, as they can selectively choose which deals they participate in, although they do not benefit from the reinvestment advantages that upfront syndicators might have.

Intuitive & Fully Customizable Reporting Dashboards

OrgMeter’s fully customizable dashboards are a standout feature, providing syndicators with a modern and intuitive interface to report on deal performance. These dashboards display repayment progress, cash movement, profit forecast and static pool data. These features enable funders to showcase their portfolio’s performance effectively. 

Custom reports can also be scheduled to be sent at regular intervals, keeping syndicators up-to-date and informed.

Why OrgMeter Stands Out

OrgMeter stands out from competitors due to its modern, comprehensive, up-to-the-minute, and permission-based platform. Funders control what information is shared with syndicators, such as the name of the merchant from a deal. This level of customization ensures that funders can maintain confidentiality where necessary while still providing accurate, detailed and trustworthy reports to their syndicators. Comprehensive tracking tools also help in managing a diverse portfolio of investments. Funders can easily track multiple deals and syndicator contributions, ensuring balanced and profitable portfolios. OrgMeter’s commitment to transparency, comprehensive and timely reporting, and user-friendly reporting make us as the leading CRM in the MCA industry and the preferred choice for managing MCA’s.

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