DFX Intelligence
Reading the graph
Reading the graph
7 BDC lenders hold $34M 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 91 to 85 cents on cost at 2026-03-31
Why now: State NEW at the 2026-03-31 quarter end, readable when the filing landed on 2026-05-11. An earlier reading: the 2026-06-30 reading of the same borrower is the current one.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B••• O•• C••••• I••••• C•••• | $13.9M | 79¢ | -7 pts |
| B••• O•• C•••••• C••• | $12.1M | 77¢ | -7 pts |
| O••• D••••• L•••••• B•• F••• | $9.13M | 78¢ | -7 pts |
| A•••• C••••• B•• I••• | $3.01M | 78¢ | -19 pts |
| P••••••••• F••••••• R••• C•••••• L••• | $2.3M | 86¢ | -8 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 49.5: consequence 5, commercial 4, timeliness 1, novelty 1, confidence 4, magnitude 1, affected 5, actionability 4, measured lift 5.36; an earlier reading, a newer one supersedes it
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| A•••••• S•••••••• C••••• F••• | $250K | 80¢ | -8 pts |
| A•••••• P•••••• C••••• F••• | $202K | 78¢ | -7 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