Reading the graph
Reading the graph
5 BDC lenders hold $71M 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.
O•• M••• 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 98 to 86 cents on cost at 2026-06-30
Why now: State NEW at the 2026-06-30 quarter end, readable when the filing landed on 2026-08-12.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B••••••••• P•••••• C••••• F••• | $84.3M | 86¢ | -11 pts |
| S•• H• B•• L•• | $3.32M | 99¢ | -2 pts |
| S•• P•••••• C••••• B•• I• L•• | $1.48M | 99¢ | -2 pts |
| A•••••• S•••••••• C••••• F••• | $245K | 89¢ | new this quarter |
| A•••••• P•••••• C••••• F••• | $234K | 89¢ | -6 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 63.5: consequence 5, commercial 4, timeliness 4, novelty 5, confidence 4, magnitude 2, affected 5, actionability 4, measured lift 5.36
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| S•• I••••••••• C•••• | no principal filed | 99¢ | -3 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