Consensus lender mark moved from 98 to 92 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.

Buyer classes for this family: Private credit lenders, PE sponsors, Special situations funds, Restructuring advisers, LPs and allocators.

funded debt at cost held by BDC lenders

$206M known

basis KNOWN

State

New

Historical signal

2.38x subsequent non accrual rate vs population

median 139 days of warning

Lenders

14

Confidence

0.90

14 BDC lender(s) hold $206M of funded debt at cost; no sponsor bridged. Borrowers this screen flags reached non-accrual at 2.38x the population rate within a year, median warning 139.0 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.

DFX product: Credit Attention / portfolio monitor

• P•••• E••••• K••••• · Portfolio Manager · N•• M••••••• F•••••• ADVISERS, L.L.C.
• A••• B•••• W•••••••• · Managing Director, Executive Vice President · N•• M••••••• F•••••• ADVISERS, L.L.C.
• S••••• B•••• K•••••• · Managing Member · N•• M••••••• F•••••• ADVISERS, L.L.C.
• C•••• W•••••• P••••• · Co-President · BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC
• D•••••• I••••• O••••••• · Co-Chief Executive Officer · BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC
• M••• S••••• L••••••••• · Co-Chief Executive Officer · BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC