MCA Flow

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Compose

Drafts

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✉️

Select a draft or create one

Merchants

🔍

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Select a merchant to view files

Funders

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Dashboard

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Pipeline

or click a header to filter/sort

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Settings

Google Drive

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Display size

Make everything in the app larger. Saved on this device.

✨ 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

Funders

Manage funder list, tiers, emails and contacts.

Team Members

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📡 Mail diagnostics

Live view of the mail machine — updates every 5 seconds while open. Use this when the inbox feels slow to see what's going on behind the scenes.

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Edit Funder

Funder name * Tier Market

Submission method

Email Portal

Submission email(s) (one per line if multiple) Send as separate envelope

Contact name Phone Website / portal URL Notes

Deal desk reference

🏦 Bank connect link Bank connect notes (login, which provider, quirks) 💰 Commission structure ↩️ Clawback terms

Known contacts — recognized as this funder, never emailed when shopping Their replies get the funder badge + Log to pipeline, but shopping never sends to these. Inactive — don't shop this funder
Keeps the funder and its history here, but hides it from the compose picker and stops the scrub recommending it. Untick any time. Send the “Application-With-Email” version
This funder receives the Application-With-Email… PDF instead of the standard CanadaCapital-Application…. Applies whenever both application files are attached.