Insights

HTC Funding Strength Octagon Finance specializes in pre-funding state and federal historic tax credits (HTCs) with a proven track record of $1 billion in lending and development experience, offering a compelling value proposition for developers seeking liquidity ahead of HTC proceeds.

Construction Bridge Focus The company concentrates on innovative construction and bridge financing for HTC developers, presenting opportunities to engage with clients at the project financing and rehabilitation stage who require specialized capital solutions.

Market Coverage With over 80 HTC loans extended across 40+ markets and rehabilitation work totaling more than $3 billion since 2012, Octagon Finance demonstrates broad geographic reach and scalable capability for nationwide or multi-market projects.

Strategic Partnerships Past collaboration with Rethos and alignment with preservation policy expansion signals openness to ecosystem partnerships, which can be leveraged to co-market or co-fund HTC initiatives and preservation projects.

Financial Profile Revenue in the mid-range of tens of millions positions Octagon Finance as a mid-sized lender with appetite for larger HTC-centric portfolios and repeat business across developers seeking reliable project pre-funding.

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Octagon Finance, LLC Tech Stack

Octagon Finance, LLC uses 8 technology products and services including Google Ads, iCIMS, WordPress, and more. Explore Octagon Finance, LLC's tech stack below.

Octagon Finance, LLC's Email Address Formats

Octagon Finance, LLC uses at least 4 email formats:
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

What is Octagon Finance, LLC's phone number?

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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?

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

How much revenue does Octagon Finance, LLC generate?

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As of September 2026, Octagon Finance, LLC's annual revenue is estimated to be $10M - $25M.

What is Octagon Finance, LLC's NAICS code?

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Octagon Finance, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Octagon Finance, LLC have currently?

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As of September 2026, Octagon Finance, LLC has approximately 14 employees across 1 continents, including North America. Key team members include Director / Ownerr: P. W. and : P. W. Explore Octagon Finance, LLC's employee directory with LeadIQ.

What industry does Octagon Finance, LLC belong to?

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Octagon Finance, LLC operates in the Financial Services industry.

What technology does Octagon Finance, LLC use?

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Octagon Finance, LLC's tech stack includes Google Ads, iCIMS, WordPress, Microsoft 365, Google Cloud, WP Engine, HSTS and Piwik PRO Core.

What is Octagon Finance, LLC's email format?

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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 logo

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

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Octagon Finance, LLC's revenue is estimated to be in the range of $10M - $25M

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