Reading the graph
Reading the graph
8 BDC lenders hold $98M 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 101 to 91 cents on cost at 2025-12-31
Why now: State NEW at the 2025-12-31 quarter end, readable when the filing landed on 2026-08-13. An earlier reading: the 2026-06-30 reading of the same borrower is the current one.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B••••••••• P•••••• C••••• F••• | $106M | 73¢ | -10 pts |
| N•• M••••••• G••••••• I• B••• L••••• | $7.9M | 77¢ | -10 pts |
| N•••• H•••• P•••••• I••••• F••• L•• | $7.32M | 77¢ | -12 pts |
| N•• M••••••• P•••••• C••••• F••• | $4.01M | 69¢ | -9 pts |
| N•• S•• I• I••• | $2.5M | 77¢ | -10 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 |
|---|---|---|---|
| B•••••••• P•••••• C••••• F••• | $2.05M | 79¢ | -11 pts |
| A•••• C••••• B•• I••• | $479K | 78¢ | -12 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