Reading the graph
Reading the graph
1 BDC lender hold $110M 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.
L•••• 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 86 to 66 cents on cost at 2025-12-31, the 2nd consecutive quarter the screen fired
Why now: State INTENSIFIED at the 2025-12-31 quarter end, readable when the filing landed on 2026-08-07.
Earlier readings: 86¢ (Sep 30, 2025) → 66¢ (Dec 31, 2025), this reading
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| F••••••• B•• C•••••• C••• | $4.91M | 46¢ | -17 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 57.0: consequence 5, commercial 5, timeliness 2, novelty 4, confidence 4, magnitude 2, affected 2, 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 · sell•••e · computed today