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Borrower

S•••••• I••

group grade Aon a schedule nowsponsor unattributed

What matters now

  1. 100¢ → 103¢
    consensus mark

    Consensus mark 103¢ on cost, up from 100¢ in Q1 2026.

    Q2 2026 · The lenders' own valuations moved back up.

    Derived3 of 3 lenders' own marks, weighted by principal
Mark path, consensus per quarter end
Q1 2026: 100¢Q2 2026: 103¢100¢ · 103¢Q1 2026 to Q2 2026
Principal held
at least $2.7M
sum of BDC pieces, a lower bound
Fair value
$2.8M
103c on cost, debt pieces
Unfunded
Not disclosed
commitments not yet drawn
BDC lenders
3
3 on the latest quarter
Facilities
1
1 equity pieces beside them
Next maturity
Mar 1, 2031
no dated debt inside 24 months
On the tape since
Mar 31, 2026
latest Jun 30, 2026
Events
1
dated, non-routine
Lender marks
each lender's own fair value over cost at Jun 30, 2026, folded to one row per lender
Every BDC piece · 6 positions across 3 lenderslargest principal first, with instrument and rate
BDCInstrumentPrincipalFair valueRate
G•••• C•••••• B•• 4• I•••term loan first lien
One stop
$1.7M$1.7M
103c
PIK 14.00%
G•••• C•••••• B••• I•••term loan first lien
One stop | N••••••••• I•••••
$503,000$500,000
103c
PIK 14.00%
G•••• C•••••• P•••••• C••••• F•••term loan first lien
One stop
$503,000$500,000
103c
PIK 14.00%
G•••• C•••••• B•• 4• I•••warrants equity
W••••••
Not disclosed$53,000
104c
G•••• C•••••• B••• I•••warrants equity
W•••••• | N••••••••• I•••••
Not disclosed$15,000
100c
View all 6 positionslargest principal first
BDCInstrumentPrincipalFair valueRate
G•••• C•••••• P•••••• C••••• F•••warrants equity
W••••••
Not disclosed$15,000
100c
Capital structure as the BDCs see it
latest quarter end Jun 30, 2026
FacilityHeldOn costPricingMaturityBDCs
first lien term loan first lienat least $2.7M103c
PIK 14.00%
Mar 1, 20313
Equity pieces beside the debt: warrants ($83,000 fair value, 3 BDCs)
Through time
the borrower's pieces summed across BDCs, every quarter end
Quarter endBDCsPrincipal heldFair valueOn costPIK pieces
Jun 30, 20263$2.7M$2.7M103c3
Mar 31, 20263$2.7M$2.6M100c2
What changed
Every change including routine ones
Identity
Group key
STRIIMderivedthe codename stem after legal suffixes and deal words
Spellings
1 across 3 BDCsderived