Metro Quick Mart

Bella's Kitchen

Greenfield Medical

Total Distributed

$0

MT

Michael Torres

JP

Jessica Park

DK

David Kim

Capital Marketplace

Internal Syndication & Portfolio Management Platform

Admin Dashboard

Office Command Center

Capital Deployed

$0

Total Collected

$0

Active Deals

0

Active Users

0

3 deals pending review

Click to review

1 delinquent deal

Requires attention

2 payouts awaiting

Click to review

Deal Intake

Email → Pipeline in Seconds

New Deal Submission

From: broker@meridianfunding.com

Subject: New Deal — Greenfield Medical Supply

Hi team,

Submitting a new deal for review:

Merchant: Greenfield Medical Supply
Amount: $60,000
Factor Rate: 1.30x
Term: 180 days
Industry: Healthcare

Please review and publish when ready.

Auto-Parsed

Extracted Deal Data

MerchantGreenfield Medical Supply
Funding Amount$60,000
Factor Rate1.30x
Term180 days
IndustryHealthcare
Added to Pipeline

Deal Marketplace

Live Syndication Opportunities

Metro Quick Mart LLC

35%
RetailNY

Amount

$50K

Factor

1.35x

30%

Bella's Italian Kitchen

35%
RestaurantNJ

Amount

$35K

Factor

1.35x

40%

Greenfield Medical Supply

30%
HealthcareMA

Amount

$60K

Factor

1.3x

10%
Invested $5,000

Deal Detail

Metro Quick Mart LLC

Active — RepayingRetailNY180-day term

Funded

$50,000

Payback

$67,500

Factor

1.35x

Return

35%

Collected

$42,000

Remaining

$25,500

Repayment Progress62%
Principal: 84% recovered~24 payments to break-even

Syndicate

MT

Michael Torres

60% ownership

$30,000

+$25,200

JP

Jessica Park

40% ownership

$20,000

+$16,800

Deal Health

Collection Rate62.2%
Break-even~24 payments
Missed Payments0
Days Active156

Payment Processing

Pro-Rata Distribution Engine

Payment Received

+$0.00

Daily ACH — Metro Quick Mart

Distributed to 2 investors

Distribution Breakdown

Michael Torres+$225.00
60% sharePrincipal: $225.00Profit: $0.00
Jessica Park+$150.00
40% sharePrincipal: $150.00Profit: $0.00

Running Totals

Total Collected$41,625.00
Remaining$25,875.00

61.7% collected

Investor Portfolio

Real-Time Investment Tracking

Total Invested

$0

Total Returned

$0

Profit Earned

$0

Available Balance

$0

0%

Recovery

13.8% ROI

Holdings

Metro Quick Mart

Active

$30,000

+$4,200

84%

Sunrise Laundromat

Paid Off

$12,000

+$4,200

100%

Bella's Italian Kitchen

Open

$15,000

+$0

0%

Payout System

Request, Approve, Disburse

Step 1: Request

Rep submits payout from available balance

Step 2: Approve

Admin reviews and approves the request

Step 3: Disburse

Funds sent to linked bank via ACH

Payout Flow

Pending
Approved
Completed

$5,000.00

Deposited to Chase ****4521

Security & Controls

Enterprise-Grade Protection

Two-Factor Auth

TOTP + recovery codes

Encrypted Data

AES-256-GCM at rest

Audit Trail

Every action logged

Role-Based Access

5 permission levels

Audit Log

Capital Marketplace

A private syndication platform that transforms deal flow into structured investment opportunities.

9

Deal Statuses

5

User Roles

Pro-Rata

Distribution

Plaid

Bank Integration

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