Reading the graph
Reading the graph
1 BDC lender hold $36M 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.
H••••• · 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 94 to 88 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 2026-08-13.
Earlier readings: 94¢ (Mar 31, 2026) → 88¢ (Jun 30, 2026), this reading
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| M••••• A••••• I••••••••• P•••••• L•••••• | $7.82M | 99¢ | -1 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 59.0: consequence 5, commercial 5, timeliness 4, novelty 4, confidence 4, magnitude 1, 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 · sellable · computed today