Consensus lender mark moved from 63 to 44 cents on cost at 2024-12-31

Why now: State NEW at the 2024-12-31 quarter end, readable when the filing landed on 2025-02-10.

Buyer classes for this family: Private credit lenders, PE sponsors, Special situations funds, Restructuring advisers, LPs and allocators.

funded debt at cost held by BDC lenders

$47.4M known

basis KNOWN

State

New

Historical signal

2.38x subsequent non accrual rate vs population

median 139 days of warning

Lenders

2

Sponsor

Renovus Associates, LLC, Midocean US Advisor, L.P.

Confidence

0.90

2 BDC lender(s) hold $47M of funded debt at cost; sponsor Midocean US Advisor, L.P. through the 40-of-40 name bridge. Borrowers this screen flags reached non-accrual at 2.38x the population rate within a year, median warning 139.0 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.

DFX product: Credit Attention / portfolio monitor