Funding Growth

Funding your growth is a partnership of mutual risk for mutual returns.

An application for capital is a joint venture undertaken by your funders and yourself. For a growth business, this requires three key elements that minimize risk and maximize outcomes: first, agreement from your funder that your expansion will be supported by the market and therefore increase your revenue. Second, sufficient existing cash flow to cover the loan repayment, that is, the ability to repay the loan even if your revenue does not increase. Third, documentation that certifies this repayment ability; in other words, your tax returns.

How you file your tax returns is key to your application for capital. This might seem like a straightforward proposition but it’s not: most tax preparers have a fiscal duty to maximize revenue for shareholders and therefore minimize your tax liabilities. In order to do this, tax preparers seek to increase your deductions to decrease your tax bill. While this strategy helps decrease your tax liabilities, it also negatively impacts your profile to potential funders. After all, why invest in your company if your tax returns do not show the ability to repay the investment?

What we offer

At LIST Ventures, our focus is Access to Capital. This entails a double duty to maximize your revenue opportunities AND growth potential. In order to accomplish this, we look at your tax returns differently. Certainly we seek to minimize your tax liabilities to the greatest extent possible. However, we don’t do this at the expense of your growth. We work with you to determine your capital needs and, with this foundational premise, assist in filing tax returns that show repayment ability for this capital injection.