Reading the graph
Reading the graph
11 BDC lenders hold $137M 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••••• B•••• 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 98 to 87 cents on cost at 2025-09-30
Why now: State NEW at the 2025-09-30 quarter end, readable when the filing landed on 2025-11-18. An earlier reading: the 2026-06-30 reading of the same borrower is newer and did not fire again.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B••• O•• C••••• I••••• C•••• | $138M | 60¢ | -3 pts |
| B••••••••• P•••••• C••••• F••• | $120M | 58¢ | -7 pts |
| H•• C•••••••• L•••••• F••• | $111M | 51¢ | -11 pts |
| B••• O•• T••••••••• I••••• C•••• | $21.3M | 60¢ | -3 pts |
| G•••• C•••••• B••• I••• | $9.41M | 54¢ | -12 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•••••• B••• I••• | $9.17M | 58¢ | -7 pts |
| B••• O•• C•••••• C••• | $1.71M | 61¢ | -1 pts |
| B••• O•• C•••••• C••• I• | $853K | 59¢ | -4 pts |
| G•••• C•••••• B•• 4• I••• | $617K | 53¢ | -13 pts |
| G•••• C•••••• D••••• L•••••• C••• | $387K | 53¢ | -13 pts |
| G•••• C•••••• D••••• L•••••• U•••••••• C••• | $333K | 53¢ | -13 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