Reading the graph
Reading the graph
3 BDC lenders hold $31M of funded debt at cost; no sponsor bridged. Borrowers this screen flags reached non-accrual at 5.89x 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.
K•••••• P••••••••• 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 57 to 31 cents on cost at 2026-06-30, the 2nd consecutive quarter the screen fired
Why now: State INTENSIFIED at the 2026-06-30 quarter end, readable when the filing landed on 2026-08-10.
Earlier readings: 86¢ (Sep 30, 2025) → 57¢ (Mar 31, 2026) → 31¢ (Jun 30, 2026), this reading
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| P••••••••• F••••••• R••• C•••••• L••• | $37M | 31¢ | -26 pts |
| P••••••••• I••••••••• C••• | $22.5M | 31¢ | -26 pts |
| S•••••••• P•••••• C••••• F••• L•• | $2.15M | 29¢ | -27 pts |
the next quarter's consensus mark recovers; the facility is repaid or refinanced
the next quarter's consensus mark recovers; the facility is repaid or refinanced
Rank 63.0: consequence 5, commercial 5, timeliness 4, novelty 4, confidence 4, magnitude 2, affected 4, actionability 4, measured lift 5.89
Buyer classes for this family: Private credit lenders, PE sponsors, Special situations funds, Restructuring advisers, LPs and allocators.
Family: tranche markdown intensified · sellable · computed today