Reading the graph
Reading the graph
9 BDC lenders hold $173M 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.
S••••• E••••••••• 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 100 to 94 cents on cost at 2025-12-31
Why now: State NEW at the 2025-12-31 quarter end, readable when the filing landed on 2026-08-12. An earlier reading: the 2026-03-31 reading of the same borrower is newer and did not fire again.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| O•••••• S•••••••• C••••• F••• | $56.8M | 101¢ | 0 pts |
| N•• M••••••• F•••••• C••• | $24M | 101¢ | 0 pts |
| O•••••• G•••••• O••• L•• | $18.6M | 101¢ | 0 pts |
| N•• M••••••• G••••••• I• B••• L••••• | $16M | 101¢ | 0 pts |
| N•• M••••••• P•••••• C••••• F••• | $12.4M | 101¢ | 0 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••• | $11.1M | 101¢ | 0 pts |
| N•• S•• I• I••• | $9.73M | 101¢ | 0 pts |
| N•• M••••••• G••••••• I• I••••• F•••• L••••• | $3.78M | 101¢ | 0 pts |
| B•••••• B••• I••• | no principal filed | 0¢ as filed, not counted | no comparable mark |
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