Reading the graph
Reading the graph
8 BDC lenders hold $101M 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.
P•••••• C•••••• 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 88 to 82 cents on cost at 2026-03-31
Why now: State NEW at the 2026-03-31 quarter end, readable when the filing landed on 2026-05-14. An earlier reading: the 2026-06-30 reading of the same borrower is the current one.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B••••••••• P•••••• C••••• F••• | $32.9M | 101¢ | 0 pts |
| A••• S•••••••• I••••• F••• | $27.9M | 27¢ | -38 pts |
| B••••••••• S•••••• L•••••• F••• | $23M | 101¢ | 0 pts |
| C•••••• S•••••• L••••••• I••• | $8.18M | 25¢ | -32 pts |
| P••••• S••••• C•••••• B•• I••• | $8.13M | 55¢ | +3 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 51.5: consequence 5, commercial 4, timeliness 1, novelty 1, confidence 4, magnitude 2, affected 5, actionability 4, measured lift 5.36; an earlier reading, a newer one supersedes it
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| C•••••• C••••• S••••••••• I••• | $7.22M | 25¢ | -32 pts |
| B•• I••••••••• C••• | $3.72M | 27¢ | -33 pts |
| B• P••••••• L•••••• C••• | $1.86M | 27¢ | -31 pts |
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