Reading the graph
Reading the graph
8 BDC lenders hold $62M 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.
C•••••• 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 86 to 72 cents on cost at 2026-03-31
Why now: State NEW at the 2026-03-31 quarter end, readable when the filing landed on 2026-05-13. An earlier reading: the 2026-06-30 reading of the same borrower is the current one.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B••• O•• T••••••••• I••••• C•••• | $39M | 51¢ | -20 pts |
| H•• C•••••••• L•••••• F••• | $18.3M | 66¢ | -6 pts |
| A••• S•••••••• I••••• F••• | $16M | 69¢ | -7 pts |
| V•••• C••••• S•••••••• L•••••• C•••• | $9.83M | 52¢ | -20 pts |
| A•••••• S•••••••• C••••• F••• | $4.42M | 52¢ | -20 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 |
|---|---|---|---|
| A•••••• P•••••• C••••• F••• | $3.09M | 52¢ | -20 pts |
| H•• C•••••••• C•••••• S•••••••• F••• | $1.46M | 66¢ | -6 pts |
| B•••••••• P•••••• C••••• F••• | $975K | 67¢ | -5 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