Legion Capital
Legion Capital Corporation (OTCQX: LGCP) is an Orlando-based specialized lending and private equity firm that provides bridge funding, acquisition finance, development capital, and growth capital to small and medium-sized businesses and real estate developers underserved by banks, financing its portfolio through SEC-qualified Regulation A Tier II bond and preferred stock offerings.
- Company typePublic
- Founded2016
- HeadquartersOrlando, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Legion Capital does
Legion Capital Corporation (OTCQX: LGCP) is a specialized lending and private equity firm headquartered in Orlando, Florida, that provides bridge funding, acquisition finance, development capital, and growth capital to small and medium-sized businesses and real estate developers — a segment largely underserved by banks and conventional lenders. The firm was originally incorporated as GreenSky Corporation in Delaware in August 2015 and merged with Legion Capital Corporation (Florida) on January 15, 2016; it qualified to trade on the OTCQX Best Market in March 2021. Legion operates through a vertically integrated stack of wholly-owned subsidiaries including Legion Lending Group, Legion Development Group, Legion Management Group, Legion Marketing, and Legion Title, which together cover origination, management, marketing, and title/closing services for the lending book.
The company's revenue model combines interest income from its loan portfolio, origination fees on bridge and development loans, management fees from consulting engagements, and capital raised via SEC-qualified Regulation A Tier II offerings. Its investor products include Series A-1 Bonds with 1-, 2-, 3-, and 5-year maturities paying 6.00%, 6.50%, 7.00%, and 7.50% annual interest respectively, and Redeemable Preferred Stock paying an 8.00% stated annual dividend. Securities are distributed on a best-efforts basis by WealthForge Securities, LLC (FINRA/SIPC member) as managing broker dealer, reaching independent broker dealers and registered investment advisers across all 50 states. The technology stack is described as "FinTech enabled" but specific AI/ML capabilities, proprietary models, or patents are not disclosed.
Financially, Legion reported FY2023 revenue of $8,901,527 (29% growth YoY), operating profit of $3,692,651 (243% growth), and shareholder equity of $18,117,621 (26% growth), marking a third consecutive year of operating profitability. H1 2023 revenue grew 83% YoY to $3.88M. The lending book focuses on Central Florida real estate development — including 180-acre communities with 1,000+ units in the Greater Orlando Tourist Corridor, luxury development in Lake Nona, and medical campus projects near The Villages — with one named institutional counterparty (KB Home) involved in a March 2024 land sale. Legion announced a defense technology investment platform partnership with LGL Group, signaling early-stage diversification into space, autonomy, electronic warfare, and cyber resilience verticals.
Legion Capital firmographics
Firmographics- Name
- Legion Capital
- Legal name
- Legion Capital Corporation
- Website
- https://legioncapital.com
- Company type
- Public
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Legion Capital Corporation (OTCQX: LGCP) is an Orlando-based specialized lending and private equity firm that provides bridge funding, acquisition finance, development capital, and growth capital to small and medium-sized businesses and real estate developers underserved by banks, financing its portfolio through SEC-qualified Regulation A Tier II bond and preferred stock offerings.
- Ownership category
- akta.pro rank
Legion Capital industry classification
Industry- Product category
- Specialized Commercial Lending and Private Equity
- NAICS
- Funds, Trusts, and Other Financial Vehicles (525), Other Investment Pools and Funds (5259), Open-End Investment Funds (52591)
- SIC
- Mortgage Bankers & Loan Correspondents (6162), Miscellaneous Business Credit Institution (6159), Finance Services (6199)
- akta.pro primary industry
- Corporate Strategic Real Assets & Infrastructure Venture Investing (FSANAHAN)
- akta.pro secondary industry
- Large-Cap / Sponsor Finance Direct Lending (FSANADAJ)
Keywords
Where Legion Capital is headquartered
LocationHeadquarters
- HQ city
- Orlando
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Legion Capital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Interest Income: Primary revenue stream from interest charged on business loans, real estate development loans, and other lending activities to small and medium sized borrowers.
- Origination Fees: Fees charged for originating and processing loans for business owners and real estate developers.
- Bond and Preferred Stock Offerings: The company raises capital through Regulation A Tier II securities offerings including Series A-1 Bonds and Redeemable Preferred Stock, distributed via independent broker dealers and RIAs. These offerings provide short-term non-traded corporate bonds with maturities of 1, 2, 3, and 5 years, as well as redeemable preferred stock.
- Management Fees: Fees for management and consulting services provided to business owners in areas of business growth management, technology and corporate finance.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | 1-Year Series A-1 Bond at 6.00% annual interest |
| Subscription | Multi-year contract | 2-Year Series A-1 Bond at 6.50% annual interest |
| Subscription | Multi-year contract | 3-Year Series A-1 Bond at 7.00% annual interest |
| Subscription | Multi-year contract | 5-Year Series A-1 Bond at 7.50% annual interest |
| Subscription | Annual | Redeemable Preferred Stock at 8.00% stated annual dividend |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Legion Capital product offering
Product offeringCore offering
Legion Capital is a specialized private equity firm providing customized lending to small and medium sized businesses and real estate developers, including bridge funding, acquisition finance, development capital, and growth capital. The firm also raises capital through SEC-qualified Regulation A Tier II offerings of Series A-1 Bonds (1-5 year maturities at 6.00%-7.50% interest) and Redeemable Preferred Stock (8.00% stated dividend), distributed through WealthForge Securities, LLC and a network of independent broker dealers and RIAs. Wholly owned subsidiaries including Legion Title LLC, Legion Lending Group, Legion Development Group, Legion Management Group, and Legion Marketing provide vertically integrated title, management, and marketing services.
Product overview
Legion Capital is a specialized lending and private equity firm (ticker: OTCQX:LGCP) offering a suite of financial products centered around specialized lending and equity investment. The core products include Business Lending (bridge funding, acquisition finance, development capital, and growth capital), Series A-1 Bonds (1-5 year maturities at 6-7.5% interest rates), and Redeemable Preferred Stock (8% stated dividend), all offered through a SEC-qualified Regulation A, Tier II offering distributed via independent broker dealers. The company also provides Equity Ownership investments in growth industries and supports its lending activities with title and closing services through its wholly owned subsidiary Legion Title LLC. Financing verticals span residential development, luxury home finance, and medical campus finance, primarily focused on the Florida market.
Differentiator
Problem solved
Functional benefit
Brands
- Legion Title LLC: Title and closing services subsidiary providing title insurance and closing services for Legion transactions.
Products and services
- Business Lending Specialized lending services providing bridge funding, acquisition finance, development capital, and growth capital to small and medium sized business owners and real estate developers, addressing a market segment underserved by banks and conventional lenders.
- Series A-1 Bonds Short-term, non-traded corporate bonds with maturities of 1, 2, 3, and 5 years paying annual interest of 6.00%, 6.50%, 7.00%, and 7.50% respectively, offered to accredited and non-accredited investors through a SEC-qualified Regulation A, Tier II offering distributed by WealthForge Securities, LLC.
- Redeemable Preferred Stock Redeemable preferred stock with a stated annual dividend of 8.00%, available to accredited and non-accredited investors through Legion Capital's SEC-qualified Regulation A, Tier II offering distributed by WealthForge Securities, LLC.
- Equity Ownership Private equity investments acquiring ownership stakes, on either a controlling or non-controlling basis, in select companies and projects in growth industries such as real estate development, construction, infrastructure, and materials.
- Legion Title LLC Wholly owned title agency providing title insurance and closing services for Legion Capital transactions, supporting the lending business with vertical integration of title and closing workflows.
Quantifiable outcome
- Revenue increased 29% to $8,901,527 in 2023 from $6,876,274 in 2022
- +3 more outcomes
Companies that use Legion Capital
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Legion Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Legion Capital partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor and core.
- LGL GroupminorLegion Capital has partnered with LGL Group as a defense technology investment platform. LGL Group plans to build a defense technology platform through selective investments, acquisitions, and connectivity partnerships, with particular emphasis on precision time and frequency capabilities supporting national security and defense. The partnership aims to identify emerging opportunities in space, autonomy, electronic warfare, cyber resilience, and other critical technologies.
- WealthForge Securities, LLCcoreWealthForge Securities, LLC serves as the managing broker dealer for Legion Capital's Regulation A Tier II securities offerings. The securities (Series A-1 Bonds and Redeemable Preferred Stock) are offered on a best-efforts basis through WealthForge, which is a member of FINRA and SIPC.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Legion Capital competitors and assessment
Company assessmentDirect peers
- Trinity Capital: Specialty finance company providing senior secured loans and equipment financing to growth-stage companies. Comparable to Legion in direct-lending model to underserved mid-market borrowers, although Trinity operates at materially larger scale and broader verticals.
- Stellus Capital Investment: Business development company providing senior secured loans to middle-market private and public companies. Comparable direct-lending platform, though Stellus operates at meaningfully larger scale and broader sector exposure.
- AFC Gamma: Specialty finance company providing senior secured loans to cannabis and other growth-oriented companies. Comparable to Legion in regulated specialty lending to under-served verticals, with similar use of securitization and capital-markets funding.
- Portman Ridge Finance: Externally managed specialty finance company (formerly Garrison Capital) originating senior secured loans to middle-market companies. Comparable direct-lending business model and capital-markets-driven funding approach, with diversified verticals vs. Legion's real estate concentration.
- Sachem Capital: Specialty real estate finance company providing short-term, non-conforming bridge and construction loans to real estate developers and investors. Closely comparable to Legion in target borrower (small/mid developers), collateral focus, and use of Regulation A/retail capital structures.
- WhiteHorse Finance: Externally managed BDC originating senior secured loans to lower-middle-market companies. Comparable to Legion in targeting under-served, relationship-based borrowers with structured, secured credit products.
- Runway Growth Finance: Internally managed business development company providing senior secured term loans to growth-stage companies. Comparable to Legion in direct-lending focus, growth-capital positioning, and reliance on retail/institutional capital to fund portfolio.
Broad incumbents
- Funding Circle: Public small-business lending marketplace originating loans to SMBs underserved by banks. Comparable in serving the same under-banked SMB borrower segment that Legion targets, but operates as a fintech marketplace at much larger scale and in different geographies.
- LendingClub: Public fintech lender and bank holding company offering consumer and small-business loans. Broadly comparable to Legion in lending to borrowers underserved by traditional banks, though materially larger scale and consumer-weighted loan book.
- Granite Point Mortgage Trust: Mortgage REIT focused on senior commercial real estate loans. Broadly comparable to Legion's real estate lending vertical and use of securitization, but operates as a much larger, exchange-listed REIT across diversified geographies.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Legion Capital social profiles
Digital presenceLegion Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Legion Capital leadership team
Management profileNumber of profiles
Profiles7 records
Legion Capital subsidiaries and ownership
Company hierarchySubsidiaries6 records
Legion Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Legion Capital M&A and investment
M&A and investmentM&A
Investments2 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Legion Capital
What does Legion Capital do?
Legion Capital is a specialized private equity firm providing customized lending to small and medium sized businesses and real estate developers, including bridge funding, acquisition finance, development capital, and growth capital. The firm also raises capital through SEC-qualified Regulation A Tier II offerings of Series A-1 Bonds (1-5 year maturities at 6.00%-7.50% interest) and Redeemable Preferred Stock (8.00% stated dividend), distributed through WealthForge Securities, LLC and a network of independent broker dealers and RIAs. Wholly owned subsidiaries including Legion Title LLC, Legion Lending Group, Legion Development Group, Legion Management Group, and Legion Marketing provide vertically integrated title, management, and marketing services.
Is Legion Capital a public or private company?
Legion Capital is a public company. It is classified as public and is currently operating.
When was Legion Capital founded?
Legion Capital was founded in 2016. It employs 11 to 50 people.
Where is Legion Capital based?
Legion Capital is headquartered in Orlando, United States, in the North America region.
How does Legion Capital make money?
Four revenue lines are on record. Interest Income is the primary driver. The others are origination Fees, bond and Preferred Stock Offerings and management Fees.
Who are Legion Capital's main competitors?
Direct peers on record are Trinity Capital, Stellus Capital Investment, AFC Gamma, Portman Ridge Finance, Sachem Capital, WhiteHorse Finance and Runway Growth Finance. Broad incumbents are Funding Circle, LendingClub and Granite Point Mortgage Trust.
Does Legion Capital have an API?
No public API is recorded for Legion Capital.
What industry is Legion Capital in?
Legion Capital's product category is Specialized Commercial Lending and Private Equity. Its primary akta.pro industry code is FSANAHAN, Corporate Strategic Real Assets & Infrastructure Venture Investing, with a secondary code of FSANADAJ, Large-Cap / Sponsor Finance Direct Lending. Its NAICS code is 525 and its SIC code is 6162.