Reading the graph
Reading the graph
13 BDC lenders hold $142M 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.
G•••• T••••••• A••••••• 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 2026-03-31
Why now: State NEW at the 2026-03-31 quarter end, readable when the filing landed on 2026-05-15. 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 |
|---|---|---|---|
| A••••• D••• S•••••••• B•• | $63.7M | 96¢ | +2 pts |
| B••••••••• P•••••• C••••• F••• | $35.1M | 95¢ | +1 pts |
| H•• C•••••••• L•••••• F••• | $15M | 95¢ | +1 pts |
| G•••• C•••••• P•••••• C••••• F••• | $14.6M | 95¢ | +1 pts |
| A•••••• S•••••••• C••••• F••• | $7.12M | 96¢ | +2 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••• | $6.24M | 96¢ | +2 pts |
| H•• C•••••••• C•••••• S•••••••• F••• | $5.53M | 95¢ | +1 pts |
| G•••••• S•••• P•••••• C••••• C•••• | $5.49M | 95¢ | +2 pts |
| B••• C•••••• P•••••• C••••• | $2.96M | 95¢ | new this quarter |
| A••• S•••••••• I••••• F••• | $2.89M | 95¢ | +2 pts |
| A•••••• P•••••• C••••• F••• | $2.55M | 95¢ | +1 pts |
| A•••••• S•••••••• C••••• F••• I• L•• | $1.24M | 95¢ | +1 pts |
| A• P•••••• L•••••• F••• | $497K | 95¢ | +2 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