Reading the graph
Reading the graph
6 BDC lenders hold $106M 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 108 to 102 cents on cost at 2025-09-30
Why now: State NEW at the 2025-09-30 quarter end, readable when the filing landed on 2026-02-12. An earlier reading: the 2025-12-31 reading of the same borrower is newer and did not fire again.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| G•••• C•••••• P•••••• C••••• F••• | $130M | 98¢ | +1 pts |
| B••••••••• S•••••• L•••••• F••• | $73.6M | 98¢ | -1 pts |
| B••••••••• P•••••• C••••• F••• | $49.3M | 101¢ | -1 pts |
| G•••• C•••••• B•• 4• I••• | $39.9M | 99¢ | 0 pts |
| G•••• C•••••• B••• I••• | $15.3M | 103¢ | 0 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 47.5: consequence 5, commercial 4, timeliness 1, novelty 1, confidence 4, magnitude 0, affected 5, actionability 4, measured lift 5.36; an earlier reading, a newer one supersedes it
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| G•••• C•••••• D••••• L•••••• C••• | $4.62M | 105¢ | 0 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