Reading the graph
Reading the graph
4 BDC lenders hold $67M 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••••• A• · 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 109 to 103 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••• | $927M | 105¢ | +2 pts |
| B••••••••• S•••••• L•••••• F••• | $157M | 105¢ | +2 pts |
| A••• S•••••••• I••••• F••• | $2.66M | 106¢ | 0 pts |
| A••• C•••••• C••• | $2.4M | 100¢ | 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 63.5: consequence 5, commercial 4, timeliness 4, novelty 5, confidence 4, magnitude 2, affected 5, actionability 4, measured lift 5.36
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