Reading the graph
Reading the graph
7 BDC lenders hold $124M 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•••••• I••••••• 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 92 to 86 cents on cost at 2025-09-30
Why now: State NEW at the 2025-09-30 quarter end, readable when the filing landed on 2025-11-12. An earlier reading: the 2026-06-30 reading of the same borrower is the current one.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B••• O•• C•••••• C••• | $46.9M | 81¢ | -9 pts |
| G•••••• S•••• B••• I••• | $46.7M | 74¢ | 0 pts |
| G•••••• S•••• P•••••• M••••• M••••• C••••• I• L•• | $38M | 74¢ | 0 pts |
| B••• C•••••• S•••••••• F••••••• I••• | $9.89M | 82¢ | 0 pts |
| B••• O•• C•••••• C••• I• | $8.27M | 81¢ | -9 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 |
|---|---|---|---|
| B•• I••••••••• C••• | $5.64M | 91¢ | +1 pts |
| B• P••••••• L•••••• C••• | $4.15M | 89¢ | +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