Review before sending — this goes to real funders.
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Merchants
🔍
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Select a merchant to view files
Funders
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Dashboard
⟳ updating…
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Open files submitted in the last 30 days — not yet funded.
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Pipeline
or click a header to filter/sort
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Settings
Accounts
Name the account this organization works out of. Add a second account (for example a different country or brand) only if you need to keep two separate mailboxes, funder lists and pipelines. Each account has its own data — turning the second one off just hides it; its data is kept and comes back if you turn it on again.
Primary account
Two accounts is the maximum for now.
Close CRM
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The key is write-only: once saved it can't be viewed here again, only replaced.
Don't use Close? Contact your sales rep and we'll connect your CRM — Salesforce, HubSpot, and more.
Google Drive
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Display size
Make everything in the app larger. Saved on this device.
Email (IMAP / SMTP)
— editing this market's mailbox
Email signature
Appended to the bottom of every email you send. Paste formatted text or a logo, or use the buttons.
✨ My writing style
Learned from your own sent replies to merchants. The ✨ Claude button in compose uses this to polish your emails in your voice.
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Your voice
Example messages (anchors)
Funders
Manage funder list, tiers, emails and contacts.
💳 Billing
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Team Members
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Send Invite
Copy and send this link manually:
Calendar statuses
Choose which Close statuses appear on the dashboard calendar for each market, and where each lands.
Placement:Sheet or task = shopping-sheet date, or the task date if there's a task;
Always show = always shown, on the task date if there is one, else today.
Colours come from each status's colour in Close automatically.
Expire dims a shop-dated status (Approved/HOT/COLD) out once its most recent shop is older than that many days (0 = never).
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Dashboard presets
Name a view after the person responsible for it, then pick the statuses they keep current. Each becomes a one-click chip on the dashboard (next to the month) for the selected market.
Activity Log
Last 100 actions — all team members
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Log submission to pipeline?
This will add one row per funder to your pipeline.
Pipeline merchant
Record a shop
Pick the merchant and the funders you shopped to — one row each, status Shopped, today's date.
Merchant
Funders shopped
Edit Deal
Shopping
Funded & Pay
Open status
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Open tracking uses a 1×1 invisible image — recipients with images blocked won't register.
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Edit Funder
Submission method
Submission email(s)(one per line if multiple)
The funder gets its own email instead of being bundled into the shared Bcc. Use this when the funder wants to see their team in the To/Cc.
Upload funding criteria
Drop a PDF, image, or paste the funder's criteria text below. Claude will summarize and save it for future reference.
⏳ Analyzing with Claude — usually ~10-20s…
✓ Summary saved
Choose merchant folder
Merchant folder
Save application to Drive
Merchant folder — auto-filled from email, edit or pick below
Save into — which folder inside the merchant folder
⚠ Application already exists in this folder:
Add to submission draft
Choose statements to include
Select which statement files to attach to the draft email.
MCA Flow