Reading the graph
Reading the graph
7 BDC lenders hold $175M of funded debt at cost; no sponsor bridged. Borrowers this screen flags reached non-accrual at 5.36x 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.
D••• B••••• 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 100 to 95 cents on cost at 2026-03-31
Why now: State NEW at the 2026-03-31 quarter end, readable when the filing landed on 2026-05-12.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B••• O•• C••••• I••••• C•••• | $125M | 91¢ | -4 pts |
| B••• O•• T••••••••• I••••• C•••• | $29.5M | 91¢ | -4 pts |
| G•••• C•••••• P•••••• C••••• F••• | $12.5M | 92¢ | -3 pts |
| N••••• C•••••••• P•••••• C•••••• I••••• F••• | $3M | 91¢ | -4 pts |
| B••• O•• T••••••••• F•••••• C•••• | $2.5M | 95¢ | -3 pts |
subsequent lender marks recover materially; the borrower refinances; the flagged facility is repaid
subsequent lender marks recover materially; the borrower refinances; the flagged facility is repaid
Rank 63.5: consequence 5, commercial 4, timeliness 3, novelty 5, confidence 4, magnitude 3, affected 5, actionability 4, measured lift 5.36
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B•••••••• P•••••• C••••• F••• | $2.33M | 92¢ | -4 pts |
| B•••••• P•••••• C••••• C••• | $2M | 91¢ | -4 pts |
Buyer classes for this family: Private credit lenders, PE sponsors, Special situations funds, Restructuring advisers, LPs and allocators.
Family: tranche markdown 5pt · sellable · computed today