
MCA Pilot is a purpose-built platform for merchant cash advance broker shops — one place to intake, underwrite, submit, and track every deal, with the busywork automated away. It's built by a small, focused software team based in New York.
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Why we built it
Most MCA shops run on a patchwork of spreadsheets, inboxes, and CRMs bent into a shape they were never designed for. We built MCA Pilot to replace that patchwork with one system that fits the way a funding shop works.
Deals live in inboxes: Reps copy applications in and funder replies back out by hand, moving deals between email and a CRM that was never built for it.
Funder matching is guesswork: Which funders to submit to often lives in a few people's heads instead of in the system everyone works from.
Renewals slip through: Without automatic paid-in tracking, the right moment to renew a merchant is easy to miss.
Generic tools don't fit: Off-the-shelf CRMs need constant bending to match how a funding shop actually runs — and still fall short.
What we believe
MCA Pilot is designed around the real merchant cash advance workflow — intake, underwriting, submission, offers, renewals — not a generic sales pipeline.
Great software is opinionated. We keep the surface simple and focused and hide the power under the hood — you get a clean, guided view instead of a wall of options that overwhelms your team.
Software should read the bank statements, match the funders, and parse the replies, so your reps spend their time selling instead of copying and pasting.
We set the direction by reasoning from first principles rather than by committee. We don't blindly build every request, but we weigh customer feedback heavily — it often sends us back to the drawing board to sharpen how we think.
The whole workflow lives in one place on a single, transparent per-seat plan — no feature tiers, no per-module upsells, and never a quote-required black box.
A certified application platform plus our own self-hosted automation keep the product reliable and your data well-guarded.