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Borrower

S••••••• G•••• H•••••••• I••

Softwaregroup grade Aon a schedule nowsponsor W•••••• P••••• L•• carried
Also written as: Inc.Senior; NetDocuments; S••••••• Holdings Group, LLC
Principal held
at least $280M
sum of BDC pieces, a lower bound
Fair value
$260M
99c on cost, debt pieces
Unfunded
$6.3M
commitments not yet drawn
BDC lenders
11
8 on the latest quarter
Facilities
3
2 equity pieces beside them
Next maturity
Jul 1, 2029
no dated debt inside 24 months
On the tape since
Dec 31, 2021
latest Jun 30, 2026
Events
12
dated, non-routine
Capital structure as the BDCs see it
latest quarter end Jun 30, 2026
FacilityHeldOn costPricingMaturityBDCs
first lien term loan first lienat least $280M99cSOFR+475 bpJul 2, 202911
first lien revolver first lienat least $607,119101cSOFR+475 bpJul 2, 20294
first lien delayed draw term loan first lien
exited Mar 31, 2026
at least $801,00035cOct 31, 20252
Equity pieces beside the debt: other (n/a fair value, 2 BDCs), equity (n/a fair value, 1 BDC)
Lenders
every BDC piece at the latest quarter end
BDCInstrumentPrincipalFair valueRate
A• P•••••• C••••• I•••••••• C•••revolver first lien
US Corporate Debt | 1st Lien/Senior Secured Debt | Revolver | 8.48% (S + 4.75%; 1.00% Floo
$192,019$184,219
101c
SOFR+475 bp
A• P•••••• C••••• I•••••••• C•••term loan first lien
US Corporate Debt | 1st Lien/Senior Secured Debt | Term Loan | 8.48% (S + 4.75%; 1.00% Flo
$19.7M$19.6M
100c
SOFR+475 bp
A• P•••••• C••••• I•••••••• C•••term loan first lien
US Corporate Debt | 1st Lien/Senior Secured Debt | Term Loan | 8.48% (S + 4.75%; 1.00% Flo
$5.2M$5.1M
100c
SOFR+475 bp
A• P•••••• C••••• I•••••••• C•••term loan first lien
US Corporate Debt | 1st Lien/Senior Secured Debt | Term Loan | 8.48% (S + 4.75%; 1.00% Flo
$3.7M$3.7M
100c
SOFR+475 bp
A••• C•••••• C•••term loan first lien
First lien senior secured loan 1
$3.9M$3.9M
100c
S+475 bp
A••• C•••••• C•••unstated lien unstatedn/an/a
A••• C•••••• C•••revolver first lien
First lien senior secured revolving loan
$400,000$400,000
100c
S+475 bp
A••• C•••••• C•••term loan first lien
First lien senior secured loan
$28.6M$28.3M
99c
S+475 bp
A••• S•••••••• I••••• F•••revolver first lien
First lien senior secured revolving loan
$15,100$15,000
108c
S+475 bp
A••• S•••••••• I••••• F•••unstated lien unstatedn/an/a
A••• S•••••••• I••••• F•••term loan first lien
First lien senior secured loan
$4.1M$4.0M
99c
S+475 bp
G•••••• S•••• B••• I•••term loan first lien
1st Lien/Senior Secured Debt Industry Software Interest Rate 8.48% Reference Rate and Spre
$52.4M$51.8M
100c
SOFR+475 bp
G•••••• S•••• B••• I•••term loan first lien
1st Lien/Senior Secured Debt Industry Software Interest Rate 8.48% Reference Rate and Spre
$8.7M$429,000
89c
SOFR+475 bp
G•••••• S•••• B••• I•••term loan first lien
1st Lien/Senior Secured Debt Industry Software Interest Rate 8.48% Reference Rate and Spre
$12.1M$11.9M
99c
SOFR+475 bp
G•••••• S•••• B••• I•••term loan first lien
1st Lien/Senior Secured Debt Industry Software Interest Rate 8.48% Reference Rate and Spre
$1.3M$1.3M
99c
SOFR+475 bp
G•••••• S•••• P•••••• C••••• C••••term loan first lien
1st Lien/Senior Secured Debt Industry Software Interest Rate 8.48% Reference Rate and Spre
$17.8M$17.6M
99c
SOFR+475 bp
G•••••• S•••• P•••••• C••••• C••••term loan first lien
1st Lien/Senior Secured Debt Industry Software Interest Rate 8.48% Reference Rate and Spre
$2.0M$97,000
87c
SOFR+475 bp
G•••••• S•••• P•••••• C••••• C••••term loan first lien
1st Lien/Senior Secured Debt Industry Software Interest Rate 8.48% Reference Rate and Spre
$32.9M$32.4M
99c
SOFR+475 bp
G•••••• S•••• P•••••• M••••• M••••• C••••• I• L••term loan first lien
1st Lien/Senior Secured Debt Industry Software Interest Rate 8.48% Reference Rate and Spre
$6.9M$337,000
89c
SOFR+475 bp
G•••••• S•••• P•••••• M••••• M••••• C••••• I• L••term loan first lien
1st Lien/Senior Secured Debt Industry Software Interest Rate 8.48% Reference Rate and Spre
$50.9M$50.2M
100c
SOFR+475 bp
P•••••• S••••• B•• L••term loan first lien
1st Lien/Senior Secured Debt Industry Software Interest Rate 8.48% Reference Rate and Spre
$8.4M$8.3M
99c
SOFR+475 bp
P•••••• S••••• B•• L••term loan first lien
1st Lien/Senior Secured Debt Industry Software Interest Rate 8.48% Reference Rate and Spre
$4.5M$4.5M
99c
SOFR+475 bp
P•••••• S••••• B•• L••term loan first lien
1st Lien/Senior Secured Debt Industry Software Interest Rate 8.48% Reference Rate and Spre
$505,000$25,000
89c
SOFR+475 bp
W••• B•• B•• L••term loan first lien
1st Lien/Senior Secured Debt Industry Software Interest Rate 8.48% Reference Rate and Spre
$5.4M$5.4M
99c
SOFR+475 bp
W••• B•• B•• L••term loan first lien
1st Lien/Senior Secured Debt Industry Software Interest Rate 8.48% Reference Rate and Spre
$10.0M$9.9M
99c
SOFR+475 bp
W••• B•• B•• L••term loan first lien
1st Lien/Senior Secured Debt Industry Software Interest Rate 8.48% Reference Rate and Spre
$606,000$30,000
88c
SOFR+475 bp
Through time
the borrower's pieces summed across BDCs, every quarter end
Quarter endBDCsPrincipal heldFair valueOn costPIK pieces
Jun 30, 20268$280M$260M99c0
Mar 31, 202610$284M$259M94c0
Dec 31, 20259$254M$152M86c0
Sep 30, 20256$161M$132M89c0
Jun 30, 20256$162M$133M89c1
Mar 31, 20255$152M$140M98c1
Dec 31, 20246$254M$237M97c2
Sep 30, 20245$176M$166M100c1
Jun 30, 20246$167M$161M100c1
Mar 31, 20245$160M$153M100c0
Dec 31, 20236$357M$340M100c2
Sep 30, 20235$160M$153M100c0
Jun 30, 20234$142M$27.2M102c0
Mar 31, 20234$85.6M$26.6M100c0
Dec 31, 20225$175M$165M99c0
Sep 30, 20221$17.4M$17.3M101c0
Dec 31, 20211$16.3M$16.2M101c0
What changed
Every change including routine ones
Identity
Group key
SUNDANCEderivedthe codename stem after legal suffixes and deal words
Spellings
2 across 11 BDCsderived
Industry
Softwarereportedas one filer wrote it