Reading the graph
Reading the graph
5 BDC lenders hold $286M 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.
M••••••• H•••••••• 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 98 to 91 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. An earlier reading: the 2026-06-30 reading of the same borrower is the current one.
Earlier readings: 78¢ (Sep 30, 2025) → 91¢ (Mar 31, 2026), this reading
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B••••••••• P•••••• C••••• F••• | $321M | 92¢ | -2 pts |
| B••••••••• S•••••• L•••••• F••• | $29.6M | 92¢ | -2 pts |
| C•••••• S•••••• L••••••• I••• | $19.3M | 68¢ | -1 pts |
| C•••••• C••••• S••••••••• I••• | $19.3M | 68¢ | -1 pts |
| A••••• D••• S•••••••• B•• | $8.79M | 31¢ | new this quarter |
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 51.5: consequence 5, commercial 4, timeliness 1, novelty 1, confidence 4, magnitude 2, affected 5, actionability 4, measured lift 5.36; an earlier reading, a newer one supersedes it
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