Reading the graph
Reading the graph
6 BDC lenders hold $17M 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.
F•••• B••••• G••••• L•• · 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 30 to 20 cents on cost at 2026-06-30
Why now: State NEW at the 2026-06-30 quarter end, readable when the filing landed on 2026-08-20.
Earlier readings: 14¢ (Dec 31, 2025) → 20¢ (Jun 30, 2026), this reading
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| P••••••• C•••••• C••• | $82.5M | 19¢ | -7 pts |
| M••••• C•••••• I••••• P••• C••• | $74.6M | 20¢ | -12 pts |
| G•••• E•• C•••••• C•••• | $18.4M | no cost filed | new this quarter |
| P••••• S••••• C•••••• B•• I••• | $12.8M | no cost filed | new this quarter |
| S••••• C•••• C•••••• C••• | $1.94M | 16¢ | -9 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
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| K•••••• L•••• C•••••• C• | $1.65M | 15¢ | -8 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