Insights

HTC Funding Expert Octagon pre-funds both state and federal HTC proceeds to remove liquidity hurdles, enabling developers to move projects toward completion. This positions Octagon as a preferred partner for HTC driven construction and can shorten sales cycles by reducing timing risk, especially with their capability to fund at NPS Part II approval.

Scale and Reach With $1B in lending and development experience and over 80 HTC loans across 40+ markets, Octagon demonstrates substantial scale and geographic coverage. This supports national or multi-market portfolios, offers opportunities for co-lending with regional lenders, and strengthens the case for expansion into additional preservation-heavy markets.

Proven Partnerships Past collaborations with preservation networks such as Rethos and involvement in policy expansions signal a readiness for co-marketing and ecosystem partnerships. This creates compelling channels for referrals, joint campaigns, and access to policy-driven HTC projects.

Niche Financing Advantage Focusing exclusively on HTC construction and bridge financing provides deep domain expertise, efficient risk navigation, and execution-focused support. This differentiates Octagon for developers facing tight liquidity windows and complex regulatory requirements, enabling them to close challenging HTC deals.

Mid-Market Focus As a boutique lender with 11-50 employees and revenue in the lower mid-market range, Octagon is well positioned to win conversions from mid-sized HTC developers. Highlight the rehab track record totaling over 3 billion, faster funding cycles, and end-to-end project execution to win deals where larger institutions fall short.

Octagon Finance, LLC Tech Stack

Octagon Finance, LLC uses 8 technology products and services including Cloudflare Web Optimizations, RSS, Cloudflare DNS, and more. Explore Octagon Finance, LLC's tech stack below.

  • Cloudflare Web Optimizations
    Analytics
  • RSS
    Content Management System
  • Cloudflare DNS
    Domain Name Services
  • jQuery Migrate
    Javascript Libraries
  • WP Engine
    Platform As A Service
  • X-Content-Type-Options
    Web & Portal Technology
  • Piwik PRO Core
    Web Analytics
  • Ionicons
    Web Fonts

Octagon Finance, LLC's Email Address Formats

Octagon Finance, LLC uses at least 1 format(s):
Octagon Finance, LLC Email FormatsExamplePercentage
First@octagonfinance.comJohn@octagonfinance.com
82%
First.Last@octagonfinance.comJohn.Doe@octagonfinance.com
6%
FirstL@octagonfinance.comJohnD@octagonfinance.com
6%
FLast@octagonfinance.comJDoe@octagonfinance.com
6%

Frequently Asked Questions

Where is Octagon Finance, LLC's headquarters located?

Minus sign iconPlus sign icon
Octagon Finance, LLC's main headquarters is located at 818 East Jefferson Street Suite 102 Charlottesville, Virginia 22902 United States. The company has employees across 1 continents, including North America.

What is Octagon Finance, LLC's phone number?

Minus sign iconPlus sign icon
You can contact Octagon Finance, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Octagon Finance, LLC's official website and social media links?

Minus sign iconPlus sign icon
Octagon Finance, LLC's official website is octagonfinance.com and has social profiles on LinkedIn.

What is Octagon Finance, LLC's NAICS code?

Minus sign iconPlus sign icon
Octagon Finance, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Octagon Finance, LLC have currently?

Minus sign iconPlus sign icon
As of June 2026, Octagon Finance, LLC has approximately 14 employees across 1 continents, including North America. Key team members include Cfo: A. S.Coo: H. E.Founder: J. W.. Explore Octagon Finance, LLC's employee directory with LeadIQ.

What industry does Octagon Finance, LLC belong to?

Minus sign iconPlus sign icon
Octagon Finance, LLC operates in the Financial Services industry.

What technology does Octagon Finance, LLC use?

Minus sign iconPlus sign icon
Octagon Finance, LLC's tech stack includes Cloudflare Web OptimizationsRSSCloudflare DNSjQuery MigrateWP EngineX-Content-Type-OptionsPiwik PRO CoreIonicons.

What is Octagon Finance, LLC's email format?

Minus sign iconPlus sign icon
Octagon Finance, LLC's email format typically follows the pattern of First@octagonfinance.com. Find more Octagon Finance, LLC email formats with LeadIQ.

Octagon Finance, LLC

Financial ServicesVirginia, United States11-50 Employees

Octagon Finance, LLC is a Charlottesville, Virginia-based financial services firm that concentrates on historic tax credit development. It provides capital arrangements designed to move HTC projects forward by aligning cash needs with the timing of tax credit realization, reducing liquidity obstacles for developers. Since 2012, the company has supported the rehabilitation of more than 80 properties across 40+ markets. 

Its work is anchored in expertise across structured finance, historic tax credits, and real estate development, enabling teams to navigate complex HTC programs. Based in Charlottesville, the firm positions itself as a dedicated partner for HTC developers, applying its experience to support the execution of rehabilitation projects.

Section iconCompany Overview

Headquarters
818 East Jefferson Street Suite 102 Charlottesville, Virginia 22902 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Octagon Finance, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Octagon Finance, LLC's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.