DFX Intelligence

Data Factory

Money Lion, Inc

sponsor (inference, pe portfolio stem): Upper90

Search this name across graphsid dfx:pc:084b9a26-782d-1e28-8156-5d8cf0ef4178

Data as of Sep 30, 2023 (this record's last observation) from The BDC tape; Adviser-reported credit funds; Deal parties; Pending. Page built Sep 19, 2026, 8:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 26
On other graphs: 1
Observed: Dec 31, 2021 to Sep 30, 2023
2 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Money Lion

name equal in sponsor portfolio · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Lenders: 2
BDCs: 1
Facilities: 2
Principal, latest: $5.6Mpieces as filed; a lower bound
Fair value, latest: $5.7M
Mark ratio: 101%fair value over cost, latest
Next maturity: Oct 16, 2023
Maturing inside 12 months: $375,000tagged maturities only
First on a schedule: Dec 31, 2021
Last on a schedule: Sep 30, 2023
Sponsor basis: pe_portfolio_steminferencedeal party is a fact; a portfolio stem or a Form D signer is an inference

Facilities

one facility is one borrower, one kind and one lien; its size is the sum of the BDC pieces the tape can see, a lower bound, never the commitment

Kind	Lien	Size, lower bound	Fair value	Maturity	Maturity basis	Spread	PIK	Lenders	BDCs	Status	Last seen
Term loan	unknown	$5.6M	$5.7M	Mar 24, 2026	Xbrl fact	0	n/a	1	2	Unknown	Sep 30, 2023
Delayed draw	Unsecured or subordinated	$1.5M	n/a	Mar 24, 2026	Xbrl fact	0	n/a	1	2	Unknown	Mar 31, 2023

Relationships

Sponsors (1)

← Upper90Sponsor of borrowersPE portfolio stem
Sep 12, 2026 to presentinferenceDFX's own graph

Dated events

12 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 30, 2023
Borrower left every BDC schedule
Money Lion, Inc term loan (unknown) left every BDC schedule after 2023-09-30 (2 lenders, $5.6M last held)
BDC schedule of investments
$5.6M
Occurred
Sep 30, 2023
Coupon changed
Money Lion, Inc term loan: spread moved from 9.25% to 5.75%
BDC schedule of investments
$5.6M
Occurred
Jun 30, 2023
PIK interest added
Money Lion, Inc term loan: PIK interest of 14.75% appears (was cash pay)
BDC schedule of investments
$6.4M
Occurred
Jun 30, 2023
Coupon changed
Money Lion, Inc term loan: spread moved from 5.75% to 9.25%
BDC schedule of investments
$6.4M
Occurred
Jun 30, 2023
PIK interest added
MONROE CAPITAL Corp: pik added in Money Lion, Inc (0.00% to 14.75%)
BDC schedule of investmentsobserved 3.1 years ago
0.1475 usd
Occurred
Mar 31, 2023
Borrower left every BDC schedule
Money Lion, Inc delayed draw (unsecured or subordinated) left every BDC schedule after 2023-03-31 (2 lenders, $1.5M last held)
BDC schedule of investments
$1.5M
Occurred
Mar 31, 2023
Coupon changed
Money Lion, Inc term loan: spread moved from 9.25% to 5.75%
BDC schedule of investments
$6.8M
Occurred
Dec 31, 2022
Coupon changed
Money Lion, Inc term loan: spread moved from 8.50% to 9.25%
BDC schedule of investments
$28.0M
Occurred
Dec 31, 2022
Coupon changed
Money Lion, Inc delayed draw: spread moved from 8.50% to 9.25%
BDC schedule of investments
$6.9M
Occurred
Dec 31, 2022
Spread increased
MONROE CAPITAL Corp: spread increased in Money Lion, Inc (8.50% to 9.25%)
BDC schedule of investmentsobserved 2.9 years ago
0.0925 usd
Occurred
Dec 31, 2022
Spread increased
MONROE CAPITAL Corp: spread increased in Money Lion, Inc (8.50% to 9.25%)
BDC schedule of investmentsobserved 2.9 years ago
0.0925 usd
Occurred
Dec 31, 2022
BDC joined a facility
Monroe Capital Income Plus Corp joins Money Lion, Inc delayed draw (unsecured or subordinated) held by 1 other BDC
BDC schedule of investments
$5.4M
Occurred
Dec 31, 2022
BDC joined a facility
Monroe Capital Income Plus Corp joins Money Lion, Inc term loan (unknown) held by 1 other BDC
BDC schedule of investments
$21.3M
Occurred
Dec 31, 2021
Borrower first appears on a BDC schedule
Money Lion, Inc first appears in a BDC schedule (1 lender)
MONROE CAPITAL CorpBDC schedule of investmentsobserved 3.9 years ago
$3.0M

Show 12 bookkeeping events

Occurred
Dec 31, 2023
MONROE CAPITAL Corp: position exited in Money Lion, Inc ($5.6M principal)
Occurred
Sep 30, 2023
MONROE CAPITAL Corp: principal decreased in Money Lion, Inc ($5.6M principal)
Occurred
Jun 30, 2023
MONROE CAPITAL Corp: position exited in Money Lion, Inc ($1.5M principal)
Occurred
Jun 30, 2023
MONROE CAPITAL Corp: principal decreased in Money Lion, Inc ($6.4M principal)
Occurred
Mar 31, 2023
Monroe Capital Income Plus Corp: position exited in Money Lion, Inc ($5.4M principal)
Occurred
Mar 31, 2023
Monroe Capital Income Plus Corp: position exited in Money Lion, Inc ($21.3M principal)
Occurred
Dec 31, 2022
Monroe Capital Income Plus Corp: new position in Money Lion, Inc ($21.3M principal)
Occurred
Dec 31, 2022
Monroe Capital Income Plus Corp: new position in Money Lion, Inc ($5.4M principal)
Occurred
Sep 30, 2022
MONROE CAPITAL Corp: new position in Money Lion, Inc ($6.8M principal)
Occurred
Sep 30, 2022
MONROE CAPITAL Corp: new position in Money Lion, Inc ($1.5M principal)
Occurred
Mar 31, 2022
MONROE CAPITAL Corp: position exited in Money Lion, Inc ($3.0M principal)
Occurred
Dec 31, 2021
MONROE CAPITAL Corp: new position in Money Lion, Inc ($3.0M principal)

Provenance

Graph: Private Credit
Canonical id: dfx:pc:084b9a26-782d-1e28-8156-5d8cf0ef4178
First observed: Dec 31, 2021
Last observed: Sep 30, 2023 36 months ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Money Lion, Inc

sponsor (inference, pe portfolio stem): Upper90

Search this name across graphsid dfx:pc:084b9a26-782d-1e28-8156-5d8cf0ef4178

Kind

Lien

Size, lower bound

Fair value

Maturity

Maturity basis

Spread

PIK

Lenders

BDCs

Status

Last seen

Term loan

unknown

$5.6M

$5.7M

Mar 24, 2026

Xbrl fact

n/a

Unknown

Sep 30, 2023

Delayed draw

Unsecured or subordinated

$1.5M

n/a

Mar 24, 2026

Xbrl fact

n/a

Unknown

Mar 31, 2023