Reading the graph
Reading the graph
3 BDC lenders hold $13M of funded debt at cost; no sponsor bridged. Borrowers this screen flags reached non-accrual at 5.89x the population rate within a year, median warning 142 days (stage-6 harness, non-accrual outcome). Non-accrual is the lender's own determination, not a court's: this is a mark signal, not a default prediction.
R•• S••• M••••• S•• L•• · borrower
a detector's reading of facts over time and relationships; a reading, not a fact
DFX product: Credit Attention / portfolio monitor
Consensus lender mark moved from 75 to 62 cents on cost at 2026-06-30, the 3rd consecutive quarter the screen fired
Why now: State INTENSIFIED at the 2026-06-30 quarter end, readable when the filing landed on 2026-08-05.
Earlier readings: 85¢ (Sep 30, 2025) → 75¢ (Dec 31, 2025) → 62¢ (Jun 30, 2026), this reading
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B•••••• P•••••• C••••• C••• | $10.6M | 75¢ | -10 pts |
| B•••••• B••• I••• | $4.49M | 75¢ | -10 pts |
| B•••••• C•••••• I••••••••• C••• | $4.39M | 76¢ | -9 pts |
the next quarter's consensus mark recovers; the facility is repaid or refinanced
the next quarter's consensus mark recovers; the facility is repaid or refinanced
Rank 61.0: consequence 5, commercial 5, timeliness 4, novelty 4, confidence 4, magnitude 1, affected 4, actionability 4, measured lift 5.89
Buyer classes for this family: Private credit lenders, PE sponsors, Special situations funds, Restructuring advisers, LPs and allocators.
Family: tranche markdown intensified · sellable · computed today