Introducing CapDex — Underwriting & Lender Pitch Support for Developers and Investors

[Jacob Shermer]

Hey everyone — wanted to share something I’ve been building on the side that may be helpful to some of you here.

I recently launched CapDex, a service focused on helping real estate developers and investors put together clear, lender-ready underwriting packages that get attention. A lot of good deals don’t get great terms — or get passed on entirely — because the pitch isn’t packaged in a way that gives lenders confidence.

At CapDex, I help dev teams and investors with:

• Detailed underwriting models with trended & untrended NOI

• Lender pitch decks with comps, submarket analysis, and lease-up narratives

• Sensitivity tables, DSCR & debt yield tracking, and capital stack breakdowns

• Executive summaries that tell the story without overselling it

So far, this kind of presentation has helped clients increase proceeds, improve rate/term quotes, or just actually get a response from lenders in a crowded inbox.

If you’re prepping for a construction loan, refinance, or equity raise, feel free to reach out — happy to help however I can!