Reading the graph
Reading the graph
8 BDC lenders hold $64M 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.
V••••• S••••••••• I•• · 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 96 to 77 cents on cost at 2026-03-31
Why now: State NEW at the 2026-03-31 quarter end, readable when the filing landed on 2026-05-14. 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 |
|---|---|---|---|
| B••••••••• P•••••• C••••• F••• | $120M | 72¢ | -4 pts |
| T• R••• P•••• O•• S••••• P•••••• C••••• F••• | $21.4M | 74¢ | -5 pts |
| C•••••••• L•••••• S••••••••• L•• | $10.9M | 68¢ | -7 pts |
| P••••• S••••• C•••••• B•• I••• | $5.5M | 65¢ | -7 pts |
| N•••• H•••• P•••••• I••••• F••• L•• | $3.27M | 77¢ | 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 |
|---|---|---|---|
| B•••••• P•••••• C••••• C••• | $990K | 80¢ | -1 pts |
| N•••• H•••• P•••••• I••••• F••• A• L•• | $982K | 76¢ | -1 pts |
| P••••••• C•••••• C••• | no principal filed | no cost filed | new this quarter |
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