Reading the graph
Reading the graph
12 BDC lenders hold $268M 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••••••• I••••••••• 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 100 to 93 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 newer and did not fire again.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B••• O•• C••••• I••••• C•••• | $84.2M | 94¢ | +1 pts |
| B••••••••• P•••••• C••••• F••• | $58.2M | 96¢ | 0 pts |
| O•••••• S•••••••• C••••• F••• | $35.3M | 93¢ | +2 pts |
| A••• S•••••••• I••••• F••• | $34.8M | 92¢ | +2 pts |
| H•• C•••••••• L•••••• F••• | $9.83M | 96¢ | 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 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
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| P••••• S••••• C•••••• B•• I••• | $7.5M | 93¢ | +2 pts |
| B••• O•• T••••••••• I••••• C•••• | $7.3M | 92¢ | +2 pts |
| N••••• C•••••••• P•••••• C•••••• I••••• F••• | $5.29M | 96¢ | 0 pts |
| J••• H•••••• C•••••• P•••••• I••••• F••• | $4.08M | 96¢ | +3 pts |
| B•••••••• P•••••• C••••• F••• | $3.03M | 96¢ | 0 pts |
| B•••••• P•••••• C••••• C••• | $2.06M | 95¢ | 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