Reading the graph
Reading the graph
2 BDC lenders hold $119M of funded debt at cost; no sponsor bridged. Borrowers this screen flags reached non-accrual at 5.89x 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.
L•••••• M•••• B•• · 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 90 to 63 cents on cost at 2026-03-31, the 2nd consecutive quarter the screen fired
Why now: State INTENSIFIED at the 2026-03-31 quarter end, readable when the filing landed on 2026-05-08. An earlier reading: the 2026-06-30 reading of the same borrower is the current one.
Earlier readings: 90¢ (Dec 31, 2025) → 63¢ (Mar 31, 2026), this reading
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B••• O•• C•••••• C••• | $138M | 6¢ | -59 pts |
| B••• O•• C•••••• C••• I• | $34.5M | 6¢ | -58 pts |
the next quarter's consensus mark recovers; the facility is repaid or refinanced
the next quarter's consensus mark recovers; the facility is repaid or refinanced
Rank 51.5: consequence 5, commercial 5, timeliness 1, novelty 1, confidence 4, magnitude 2, affected 3, actionability 4, measured lift 5.89; an earlier reading, a newer one supersedes it
Buyer classes for this family: Private credit lenders, PE sponsors, Special situations funds, Restructuring advisers, LPs and allocators.
Family: tranche markdown intensified · sellable · computed today