Start with the agreements
Keep the signed MCA agreements together so the payment structure, purchased amount, withdrawal terms, and key provisions can be reviewed in context.
Add recent payment history
Recent bank activity and payment history help show how frequently funds are leaving the operating account and how those withdrawals interact with payroll, vendors, inventory, rent, and taxes.
Include current balances and active positions
Create one simple list of every active MCA, the approximate balance or remaining purchased amount, payment frequency, and the account being debited.
Bring recent communications
Notices, emails, collection communications, and any legal documents can help the review team understand what has already happened and which matters may need immediate attention.