LUCEV Finance & Investment Group, LLC

How We Serve and Facilitate Funding...

INTEGRITY: An overarching core value is found in the philosophy of: “Placing our Principal, his (or her) organization and commercial project in the strongest financial position”. This philosophy is predicated on shared respect, resolve, resources and encompasses collective decision-making processes.

EXPERTISE: A specialized network of contacts include: lenders, advisory firms, consultants, law firms, title agencies and other investor underwriting groups-specialized knowledge and unique relationships are brought to bear. An ability to identify, reference and advise strategically is a premium skill set. Still, because of potential return on investment (ROI), mitigation of unacceptable risk (in lieu of the acceptable), with an understanding of “burden rate” or the time value of money; due to the worth of leveraged networks, Principals engage our services.

MUTUAL TRUST: Project analysis routinely requires access, review and controlled distribution of personal identifiable information (PII), financial records, bank statements and intellectual property; i.e. proprietary or confidential business plans, pro forma etc. Documents originating from Principals or other third-party entities need be received timely and in “good faith”. This good faith includes a belief documents are true and correct representations of due diligence. Moreover, Principals should have reasonable expectation(s) of privileged conversation, information and document security.

DEVELOPMENT AND MARKETING: LUCEV Finance & Investment Group is a boutique commercial mortgage brokerage and consulting firm. By definition (and identification), funding demands routinely range from difficult to more difficult. Because of challenging lending dynamics, to encourage a favorable lending decision; with an understanding of what certain specialty lenders need see, read and hear, LUCEV Finance is often tasked to re-develop business plans, executive summaries, pro-formas, facilitate third part interaction(s), negotiate terms and “sell merits” of a funding request to an interested investor, financier or bank.

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