Consensus lender mark moved from 100 to 92 cents on cost at 2025-09-30

Why now: State NEW at the 2025-09-30 quarter end, readable when the filing landed on 2026-08-12.

Buyer classes for this family: Private credit lenders, PE sponsors, Special situations funds, Restructuring advisers, LPs and allocators.

funded debt at cost held by BDC lenders

$55.3M known

basis KNOWN

State

New

Historical signal

2.38x subsequent non accrual rate vs population

median 139 days of warning

Lenders

3

Confidence

0.90

3 BDC lender(s) hold $55M of funded debt at cost; no sponsor bridged. Borrowers this screen flags reached non-accrual at 2.38x the population rate within a year, median warning 139.0 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.

DFX product: Credit Attention / portfolio monitor

• S•••• J••••••• B•••••• · Head of Credit, and Managing Director · S•••• P•••• C••••• ADVISER LLC
• N•••••• D•••• Z••••• · Managing Director · S•••• P•••• C••••• ADVISER LLC
• E••• L•••• R••••••••• · Managing Director · S•••• P•••• C••••• ADVISER LLC
• B•••• A•••• K•••• · Co-Chairman, Chief Investment Officer · OAKTREE FUND ADVISORS, LLC
• S•••••• M•••••• S•••• · Principal · OAKTREE FUND ADVISORS, LLC