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Borrower

M•••• I••

Softwaregroup grade Aon a schedule nowsponsor unattributed
Principal held
at least $20.1M
sum of BDC pieces, a lower bound
Fair value
$15.3M
102c on cost, debt pieces
Unfunded
$4.5M
commitments not yet drawn
BDC lenders
3
3 on the latest quarter
Facilities
2
1 equity pieces beside them
Next maturity
Sep 30, 2027
$2.3M inside 24 months
On the tape since
Dec 31, 2024
latest Jun 30, 2026
Events
2
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 $20.1M102cSOFR+550 bpSep 30, 20313
first lien revolver first lienunknownn/aSOFR+550 bpSep 30, 20311
Equity pieces beside the debt: other (n/a fair value, 1 BDC)
Lenders
every BDC piece at the latest quarter end
BDCInstrumentPrincipalFair valueRate
B• P••••••• L•••••• C•••term loan first lien
Senior Secured Loan Interest Rate 7.73% Reference Rate and Spread S + 4.00% Floor 1.00% Ma
n/a$-25,000
48c
SOFR+400 bp
B• P••••••• L•••••• C•••term loan first lien
Senior Secured Loan Interest Rate 7.73% Reference Rate and Spread S + 4.00% Floor 1.00% Ma
n/a$-8,000
47c
SOFR+400 bp
B• P••••••• L•••••• C•••term loan first lien
Senior Secured Loan Interest Rate 9.23% Reference Rate and Spread S + 5.50% Floor 1.00% Ma
$2.3M$2.3M
102c
SOFR+550 bp
B•• I••••••••• C•••term loan first lien
First Lien /Senior Secured Debt Interest Rate 9.23% Software Reference Rate and Spread SOF
$4.8M$4.7M
101c
SOFR+550 bp
B•• I••••••••• C•••revolver first lien
First Lien /Senior Secured Debt Revolver) Software Reference Rate and Spread SOFR + 5.50%
n/a$-25,000
48c
SOFR+550 bp
C••• I••••••••• C•••term loan first lien
Senior Secured First Lien Debt
$8.4M$8.3M
101c
S+550 bp
C••• I••••••••• C•••term loan first lien
Senior Secured First Lien Debt
$2.3M$-17,000
38c
C••• I••••••••• C•••unstated lien unstatedn/an/a
C••• I••••••••• C•••term loan first lien
Senior Secured First Lien Debt
$2.3M$-17,000
44c
Through time
the borrower's pieces summed across BDCs, every quarter end
Quarter endBDCsPrincipal heldFair valueOn costPIK pieces
Jun 30, 20263$20.1M$15.3M102c0
Mar 31, 20263$22.6M$18.0M103c0
Dec 31, 20253$63.3M$49.2M102c0
Sep 30, 20253$22.7M$17.5M100c0
Dec 31, 20241$0$0n/a0
What changed
Identity
Group key
METRCderivedthe codename stem after legal suffixes and deal words
Spellings
1 across 3 BDCsderived
Industry
Softwarereportedas one filer wrote it