What List Ventures LLC does

List Ventures LLC is a Los Angeles-based professional services firm founded in 2015 that provides access-to-capital advisory services to small and medium-sized businesses, with a particular focus on minority-owned businesses facing systemic barriers in securing growth financing. The firm's core service involves assessing company financials and position, identifying gaps that have caused prior capital applications to fail, and matching borrowers with appropriate lenders from a curated network that includes banks (Umpqua Bank), credit unions, microlenders, and community development financial institutions (Acelera Financial, Lendistry, VEDC). Facilitated loan sizes to date have ranged from $50,000 to $200,000.

The service offering is structured around three modules — Growth (end-to-end capital access support), Financials (financial reporting implementation and ratio monitoring for lender eligibility), and Tax Strategy (alignment of tax planning with capital requirements) — supplemented by the MyET beta assessment tool for evaluating business readiness. Revenue derives from professional services fees associated with advising clients and facilitating loan transactions; the firm does not operate a standalone software platform. Underlying technology is limited to proprietary workflows and the MyET assessment tool, with no documented AI/ML, proprietary models, or data flywheels.

The firm operates a sales-led, direct advisory go-to-market with referral-driven demand from an embedded ecosystem of partners including the LA SBDC Network, Latino Business Action Network at Stanford GSB, Kapor Center, Bixel Exchange, and the City of Los Angeles Mayor's Office for Economic Development. The team of fewer than 10 is led by Managing Partners Juan Sebastian De Vivo, PhD, and Elianne Rodriguez, Partner Melvin E. Rubio, and Managing Partner Emeritus Daniel C. Johnson. The firm has cumulatively helped clients access over $40M in debt capital and serves the Los Angeles metropolitan area as its sole geographic market.

Name

List Ventures LLC

Legal name

List Ventures LLC

Website

https://listventures.co

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

List Ventures LLC is a Los Angeles-based professional services firm providing access-to-capital advisory for small and medium-sized businesses, particularly minority-owned firms, by assessing financial readiness and matching clients with a curated network of lenders, CDFIs, and microlenders.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Loan Brokers (6163), Investment Advice (6282)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), SME Term Loans & Growth Capital (FSAKAGAB)

Keywords

• Access to capital advisory
• Debt financing services
• Small business funding
• Growth capital consulting
• Minority business advisory

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Access to Capital Advisory Services: List Ventures provides access to capital services to portfolio companies, including growth strategy development, financial reporting implementation, and tax strategy alignment. Revenue is derived from fees associated with assisting businesses in securing debt and growth capital. The firm also matches clients with financial institutions and lenders, facilitating loan transactions.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

List Ventures provides access-to-capital advisory services for small and medium-sized businesses, concentrating on debt financing. Engagements span growth strategy development, implementation of financial reporting packages that satisfy lender ratios, and tax planning aligned to capital requirements, supplemented by matching clients with banks, credit unions, microlenders, and community development funds in the firm's lender network.

Product overview

List Ventures LLC is a financial services firm offering a unified Access to Capital service for small and medium-sized businesses. The core offering is supplemented by three service modules: Growth (end-to-end capital access support), Financials (reporting and ratio monitoring), and Tax Strategy (aligned tax planning). The company also offers MyET Assessment, a beta evaluation tool for business readiness. The firm does not operate as a software platform but rather as a consulting and advisory service that connects businesses with lenders including banks, credit unions, microlenders, and community development funds.

Differentiator

Problem solved

Functional benefit

Products and services

• Access to Capital Services Core advisory offering through which List Ventures assists small and medium-sized businesses in obtaining growth debt capital by assessing business position and financials, matching the company to appropriate lenders in the firm's network, and supporting the application process.
• Portfolio Services – Growth Service module providing portfolio companies with end-to-end capital access support from initial inquiries through ongoing reporting requirements after a business is accepted into the firm's portfolio.
• Portfolio Services – Financials Service module implementing financial reporting packages that monitor business ratios so portfolio companies remain eligible for growth capital across the lender network.
• Portfolio Services – Tax Strategy Service module assisting portfolio companies with tax strategies that align their growth with their operations to ensure long-term, sustainable growth while satisfying lender requirements.
• MyET Assessment Beta assessment tool that evaluates a business's readiness and capital eligibility before formal engagement with the firm; available to prospective clients through the firm's website.

Quantifiable outcome

• 200+ entrepreneurs accessed over $40,000,000 in capital through List Ventures-affiliated programs
• +1 more outcomes

Named customers7 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Twelve partnerships are on record, tiered core and minor.

• Bixel ExchangecoreStrategic or Co-development PartnerList Ventures collaborated with Bixel Exchange on the LA Tech Talent Pipeline sector report (2017 IT Sector Strategy Report), with unprecedented access to LinkedIn's data on LA's tech firms and talent. Bixel Exchange is a key partner in the LA tech ecosystem focused on connecting underrepresented populations to tech opportunities.
• LinkedIncoreStrategic or Co-development PartnerLinkedIn provided unprecedented data access for the LA Tech Talent Pipeline sector report, enabling List Ventures to analyze LA's tech firms and tech talent for the 2017 IT Sector Strategy Report.
• Center for a Competitive WorkforcecoreStrategic or Co-development PartnerCenter for a Competitive Workforce was a partner and sponsor of the LA Tech Talent Pipeline research report, alongside the City of Los Angeles, LA HI-TECH, Los Angeles Area Chamber of Commerce, and LinkedIn.
• City of Los AngelescoreStrategic or Co-development PartnerCity of Los Angeles, along with Mayor Eric Garcetti, partnered on the LA Tech Talent Pipeline research report. List Ventures has been collaborating with the Mayor's Office for Economic Development since 2015 to promote entrepreneurship among underserved populations.
• Los Angeles Area Chamber of CommercecoreStrategic or Co-development PartnerLos Angeles Area Chamber of Commerce was a sponsor and partner of the LA Tech Talent Pipeline research report, representing the business community's interest in tech talent pipeline development.
• Kapor CentercoreStrategic or Co-development PartnerList Ventures works with the Kapor Center on the Tech Done Right Challenge and broader initiatives focused on increasing diversity in tech. Sebastian De Vivo serves on advisory boards related to Kapor Center's work. Kapor Center is a key partner in addressing the lack of opportunity in tech for youth of color.
• Latino Business Action Network at Stanford Graduate School of BusinesscoreStrategic or Co-development PartnerMelvin E. Rubio is a graduate of the Latino Business Action Network (LBAN) at Stanford Graduate School of Business, and he designed the Future Entrepreneurs in LA (FENLA) program with the City of Los Angeles. LBAN is a key strategic partner in supporting minority entrepreneurs.
• LA SBDC Network (Small Business Development Center)coreStrategic or Co-development PartnerElianne Rodriguez serves as a Strategic Advisor for the LA SBDC Network where she supports tech startups, small businesses, and community projects. The SBDC serves as a referral and partner ecosystem for List Ventures' services.
• Stanford Angels and EntrepreneursminorStrategic or Co-development PartnerSebastian De Vivo sits on the dealflow committee of the LA Chapter of Stanford Angels and Entrepreneurs, connecting List Ventures to the broader startup and investment ecosystem.
• SBDC Startup LAunchminorStrategic or Co-development PartnerSebastian De Vivo is a mentor with SBDC Startup LAunch, a program supporting startup formation and growth in Los Angeles.
• StartOut LA ChapterminorStrategic or Co-development PartnerSebastian De Vivo is a mentor with the L.A. Chapter of StartOut, an organization supporting LGBTQ+ entrepreneurs.
• Acelera L.A.coreStrategic or Co-development PartnerMelvin E. Rubio is collaborating with Acelera L.A. to develop a loan fund designed to target the needs of minority-owned small businesses through low-cost capital combined with AI-driven technical assistance. This is a flagship initiative to expand access to capital.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Nav: SMB credit and financing marketplace that helps business owners build credit and compare financing offers from multiple lenders. Competes with List Ventures on lender matching plus financial-readiness assessment (akin to MyET).
• Accion Opportunity Fund: CDFI providing capital and advisory services to underserved small businesses, with deep roots in California. Closely comparable to List Ventures' mission of pairing minority-owned SMBs with growth capital and technical assistance.
• Lendio: SMB loan marketplace that matches small businesses with multiple lenders across term loans, lines of credit, and SBA products. Operates the same intermediary role between SMB borrowers and lender partners that List Ventures does, but at greater scale.
• Camino Financial: Latino-focused small business lending and credit-building platform serving Hispanic entrepreneurs with loans and advisory. Mirrors List Ventures' minority-focused access-to-capital positioning.
• Fundera (NerdWallet): SMB loan marketplace now owned by NerdWallet that matches small businesses with lenders across credit products. Comparable as a multi-lender matchmaking service for SMBs seeking growth capital.
• Funding Circle: SMB lending marketplace connecting small businesses with term loans and lines of credit from multiple funders. Operates the same multi-lender capital-access model as List Ventures at materially larger scale.
• Kiva: Nonprofit crowdfunding platform offering 0% interest microloans to underserved entrepreneurs globally. Comparable in its mission of expanding capital access to founders historically excluded from mainstream financing.
• Grameen America: Microfinance organization providing small-dollar loans and financial education to low-income women entrepreneurs in the U.S. Comparable in mission and target segment to List Ventures' minority SMB focus.
• CDC Small Business Finance: CDFI offering SBA and conventional loans plus advisory services to underserved small businesses, including minority-owned firms. Closely comparable as a Southern California-based access-to-capital + TA provider.

Emerging players

• Acelera L.A. Emerging minority-focused loan fund co-developed with List Ventures partner Melvin E. Rubio, combining low-cost capital with AI-driven technical assistance. Comparable as a co-developer/overlapping capital-plus-TA initiative for the same SMB segment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about List Ventures LLC