Reading the graph
Reading the graph
5 BDC lenders hold $25M 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.
R••••••• I••••••••• M•••••••• 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 83 cents on cost at 2025-12-31
Why now: State NEW at the 2025-12-31 quarter end, readable when the filing landed on 2026-08-07. An earlier reading: the 2026-06-30 reading of the same borrower is the current one.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| M••••• C•••••• I••••• P••• C••• | $18M | 68¢ | -12 pts |
| B•• I••••••••• C••• | $3.96M | 87¢ | -2 pts |
| B••••••••• P•••••• C••••• F••• | $3.8M | 69¢ | -12 pts |
| S••••• C•••• C•••••• C••• | $447K | 70¢ | -10 pts |
| S•••• P•••• C••••• C••• | $58K | 127¢ as filed, not counted | no comparable mark |
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 |
|---|---|---|---|
| F••••••• B•• C•••••• C••• | no principal filed | 6¢ | -85 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