Reading the graph
Reading the graph
10 BDC lenders hold $62M 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.
P••••••• P•••••• 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 96 to 72 cents on cost at 2026-03-31
Why now: State NEW at the 2026-03-31 quarter end, readable when the filing landed on 2026-05-13. 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 |
|---|---|---|---|
| G•••• C•••••• P•••••• C••••• F••• | $21.7M | 87¢ | +11 pts |
| N•• M••••••• G••••••• I• B••• L••••• | $14.8M | 79¢ | +8 pts |
| N•• M••••••• F•••••• C••• | $13M | 82¢ | +9 pts |
| N•• S•• I• I••• | $6M | 74¢ | +7 pts |
| N•• M••••••• G••••••• I• I••••• F•••• L••••• | $5.94M | 77¢ | +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 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 |
|---|---|---|---|
| B••••••••• P•••••• C••••• F••• | $5.51M | 87¢ | +11 pts |
| N•• M••••••• P•••••• C••••• F••• | $4.8M | 89¢ | +9 pts |
| B•••••••• P•••••• C••••• F••• | $3.25M | 87¢ | +11 pts |
| A•••• C••••• B•• I••• | $3.01M | 92¢ | +5 pts |
| O••• D••••• L•••••• B•• F••• | $1.86M | 87¢ | +11 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