Reading the graph
Reading the graph
14 BDC lenders hold $135M 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••••••••• 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 99 to 84 cents on cost at 2025-12-31
Why now: State NEW at the 2025-12-31 quarter end, readable when the filing landed on 2026-08-11. An earlier reading: the 2026-06-30 reading of the same borrower is the current one.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B••• O•• T••••••••• F•••••• C•••• | $68.7M | 47¢ | -19 pts |
| B••• O•• C•••••• C••• | $51.7M | 47¢ | -19 pts |
| A••• C•••••• C••• | $45.5M | 100¢ | +47 pts |
| G•••••• S•••• B••• I••• | $41.3M | 48¢ | -15 pts |
| G•••••• S•••• P•••••• M••••• M••••• C••••• I• L•• | $37.4M | 48¢ | -15 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 |
|---|---|---|---|
| O•••••• S•••••••• L•••••• C••• | $29.9M | 50¢ | -1 pts |
| B•••••••• T•• C•••••• C•••• | $19.6M | 83¢ | +26 pts |
| F••••••• B•• C•••••• C••• | $15.4M | 52¢ | 0 pts |
| G•••• C•••••• B••• I••• | $13.5M | 59¢ | -1 pts |
| O•••••• S•••••••• C••••• F••• | $11.5M | 50¢ | -1 pts |
| B••• O•• C•••••• C••• I• | $8.89M | 47¢ | -19 pts |
| G•••• C•••••• P•••••• C••••• F••• | $4.05M | 59¢ | -1 pts |
| B••• O•• C••••• I••••• C•••• | $2.69M | 47¢ | -19 pts |
| B•••••••• D••••• L•••••• C•••• | $422K | 81¢ | +24 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