Reading the graph
Reading the graph
13 BDC lenders hold $289M 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.
C••••••••• I•• · 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 101 to 94 cents on cost at 2026-03-31
Why now: State NEW at the 2026-03-31 quarter end, readable when the filing landed on 2026-05-14.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| A••• C•••••• C••• | $168M | 96¢ | +3 pts |
| B••••••••• P•••••• C••••• F••• | $66.5M | 99¢ | +5 pts |
| B••• O•• C••••• I••••• C•••• | $23.5M | 100¢ | +3 pts |
| F••••••• B•• C•••••• C••• | $18.1M | 101¢ | +4 pts |
| G•••• C•••••• P•••••• C••••• F••• | $13.8M | 99¢ | +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 |
|---|---|---|---|
| P••••• S••••• C•••••• B•• I••• | $9.57M | 99¢ | +3 pts |
| B•••••••• P•••••• C••••• F••• | $7.12M | 99¢ | +3 pts |
| N•••• H•••• P•••••• I••••• F••• L•• | $4.91M | 99¢ | +3 pts |
| B•••••• P•••••• C••••• C••• | $1.49M | 98¢ | +3 pts |
| C••••••• P•••••• C••••• I••••• C••• | $540K | 99¢ | +3 pts |
| F••••••• P•••••• L•••••• F••• | $5.61K | 99¢ | +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