Reading the graph
Reading the graph
7 BDC lenders hold $88M 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.
S•••••••• P•••••• 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 101 to 87 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.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| A•• B••• L•• | $147M | 88¢ | -2 pts |
| 5• L•••••• P••••••• C•••• | $50M | 80¢ | -7 pts |
| B••••••••• P•••••• C••••• F••• | $45.8M | 86¢ | -1 pts |
| F••••••• B•• C•••••• C••• | $2.7M | 85¢ | -2 pts |
| P••••• S••••• C•••••• B•• I••• | $2.48M | 86¢ | -2 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 61.5: consequence 5, commercial 4, timeliness 3, novelty 5, confidence 4, magnitude 2, affected 5, actionability 4, measured lift 5.36
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B•••••• P•••••• C••••• C••• | $1.49M | 84¢ | -1 pts |
| A• P•••••• L•••••• F••• | $499K | 95¢ | new this quarter |
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