Reading the graph
Reading the graph
4 BDC lenders hold $39M of funded debt at cost; sponsor K••••• ••• C•••••• L• through the 40-of-40 name bridge. 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.
F•••••• F••• P•••••••• 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 102 to 86 cents on cost at 2026-06-30
Why now: State NEW at the 2026-06-30 quarter end, readable when the filing landed on 2026-08-07.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| A••• C•••••• C••• | $75.5M | 82¢ | -20 pts |
| B•• I••••••••• C••• | $10.8M | 100¢ | -5 pts |
| F••••••• B•• C•••••• C••• | $10.2M | 74¢ | -7 pts |
| B• P••••••• L•••••• C••• | $6.16M | 100¢ | -5 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 61.5: consequence 5, commercial 4, timeliness 4, novelty 5, confidence 4, magnitude 1, affected 5, actionability 4, measured lift 5.36
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