Reading the graph
Reading the graph
3 BDC lenders hold $53M of funded debt at cost; no sponsor bridged. Borrowers this screen flags reached non-accrual at 5.89x 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.
M•••• G••••• 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 94 to 84 cents on cost at 2026-06-30, the 2nd consecutive quarter the screen fired
Why now: State INTENSIFIED at the 2026-06-30 quarter end, readable when the filing landed on 2026-08-11.
Earlier readings: 94¢ (Mar 31, 2026) → 84¢ (Jun 30, 2026), this reading
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| B••• O•• C••••• I••••• C•••• | $32M | 84¢ | -10 pts |
| B••• O•• T••••••••• I••••• C•••• | $12.2M | 84¢ | -10 pts |
| G•••• C•••••• P•••••• C••••• F••• | $8.72M | 85¢ | -9 pts |
the next quarter's consensus mark recovers; the facility is repaid or refinanced
the next quarter's consensus mark recovers; the facility is repaid or refinanced
Rank 61.0: consequence 5, commercial 5, timeliness 4, novelty 4, confidence 4, magnitude 1, affected 4, actionability 4, measured lift 5.89
Buyer classes for this family: Private credit lenders, PE sponsors, Special situations funds, Restructuring advisers, LPs and allocators.
Family: tranche markdown intensified · sellable · computed today