Reading the graph
Reading the graph
3 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.
P••• L••• H•••••••• 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 40 to 13 cents on cost at 2025-12-31
Why now: State NEW at the 2025-12-31 quarter end, readable when the filing landed on 2026-02-09.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| T•• T••• B•••• C•••••• I••••• F••• | no principal filed | no cost filed | no comparable mark |
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 58.5: consequence 5, commercial 4, timeliness 2, novelty 5, confidence 4, magnitude 2, affected 4, actionability 4, measured lift 5.36
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