Reading the graph
Reading the graph
17 BDC lenders hold $256M 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.
B••••• U• B•••• 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 106 to 97 cents on cost at 2025-09-30
Why now: State NEW at the 2025-09-30 quarter end, readable when the filing landed on 2026-08-12. An earlier reading: the 2025-12-31 reading of the same borrower is newer and did not fire again.
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B••• O•• C••••• I••••• C•••• | $207M | 103¢ | 0 pts |
| H•• C•••••••• L•••••• F••• | $187M | 101¢ | -1 pts |
| B••••••••• P•••••• C••••• F••• | $144M | 102¢ | -3 pts |
| A••• C•••••• C••• | $67M | 90¢ | -1 pts |
| G•••••• S•••• P•••••• C••••• C•••• | $53.1M | 103¢ | +3 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 49.5: consequence 5, commercial 4, timeliness 1, novelty 1, confidence 4, magnitude 1, affected 5, actionability 4, measured lift 5.36; an earlier reading, a newer one supersedes it
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| O•••••• S•••••••• C••••• F••• | $53M | 103¢ | 0 pts |
| B••• O•• T••••••••• F•••••• C•••• | $52.7M | 102¢ | 0 pts |
| B••• O•• T••••••••• I••••• C•••• | $42.2M | 103¢ | 0 pts |
| A••• S•••••••• I••••• F••• | $30.4M | 102¢ | +1 pts |
| G•••• C•••••• P•••••• C••••• F••• | $18M | 103¢ | +2 pts |
| B••• O•• C•••••• C••• | $15.8M | 101¢ | 0 pts |
| G•••• C•••••• B•• 4• I••• | $10.2M | 103¢ | +2 pts |
| A•••••• P•••••• C••••• F••• | $8.37M | 98¢ | -3 pts |
| G•••• C•••••• B••• I••• | $7.93M | 102¢ | +2 pts |
| G•••• C•••••• D••••• L•••••• C••• | $4.98M | 103¢ | +2 pts |
| B••••••••• S•••••• L•••••• F••• | $1.48M | 101¢ | 0 pts |
| G•••• C•••••• D••••• L•••••• U•••••••• C••• | $1.12M | 103¢ | +2 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