Reading the graph
Reading the graph
10 BDC lenders hold $663M of funded debt at cost; sponsor V••••• C•••••• M••••••••• L••• through the 40-of-40 name bridge. 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.
C••••••••• O•••••••• 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 94 to 74 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 |
|---|---|---|---|
| A••• S•••••••• I••••• F••• | $186M | 67¢ | -11 pts |
| A••• C•••••• C••• | $164M | 64¢ | -11 pts |
| B••• O•• C•••••• C••• | $160M | 60¢ | -11 pts |
| B••••••••• P•••••• C••••• F••• | $83.4M | 68¢ | -12 pts |
| B••• O•• T••••••••• F•••••• C•••• | $71.7M | 58¢ | -11 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 53.5: consequence 5, commercial 4, timeliness 1, novelty 1, confidence 4, magnitude 3, affected 5, actionability 4, measured lift 5.36; an earlier reading, a newer one supersedes it
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B••• O•• C••••• I••••• C•••• | $44.6M | 58¢ | -11 pts |
| B••• O•• C•••••• C••• I• | $16.7M | 58¢ | -11 pts |
| G•••• C•••••• P•••••• C••••• F••• | $9.34M | 65¢ | -9 pts |
| O••• D••••• L•••••• B•• F••• | $2.89M | 66¢ | -9 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