DFX Intelligence
Private Credit Intelligence
The capital structure graph behind private markets. Who lent, to whom, under which sponsor, through which facility, how large the piece was, when it matures and what changed, with a filing behind every number. A BDC piece is that BDC's piece, a sum of pieces is a lower bound, and a sponsor is named with the evidence that names it.
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Borrower
N•••••••• A•••••••• I••
group grade Aon a schedule nowsponsor unattributed
Also written as: Emerald JV LP; Inc. 1 Emerald JV LP; Inc. 2; Inc. 2 Emerald JV LP
Principal held
at least $840M
sum of BDC pieces, a lower bound
Fair value
$638M
76c on cost, debt pieces
Unfunded
$48.3M
commitments not yet drawn
BDC lenders
2
2 on the latest quarter
Facilities
2
0 equity pieces beside them
Next maturity
Jul 16, 2030
no dated debt inside 24 months
On the tape since
Dec 31, 2021
latest Jun 30, 2026
Events
5
dated, non-routine
Capital structure as the BDCs see it
latest quarter end Jun 30, 2026
| Facility | Held | On cost | Pricing | Maturity | BDCs |
|---|---|---|---|---|---|
| delayed draw term loan lien unstated | at least $840M | 76c | S+550 bp PIK 4.00% | Jul 16, 2030 | 2 |
| other lien unstated exited Dec 31, 2022 | at least $634M | 100c | S+575 bp PIK 5.11% | Jul 16, 2027 | 2 |
Lenders
every BDC piece at the latest quarter end
| BDC | Instrument | Principal | Fair value | Rate |
|---|---|---|---|---|
| B••••••••• P•••••• C••••• F••• | delayed draw term loan lien unstated Delayed Draw Term Loan 2 | n/a | n/a | |
| B••••••••• P•••••• C••••• F••• | delayed draw term loan lien unstated Delayed Draw Term Loan 1 | n/a | n/a | |
| B••••••••• P•••••• C••••• F••• | delayed draw term loan lien unstated Delayed Draw Term Loan 1 | n/a | n/a | |
| B••••••••• P•••••• C••••• F••• | delayed draw term loan lien unstated Non-Affiliated Issuer | $548M | $416M 76c | S+550 bp PIK 4.00% |
| B••••••••• P•••••• C••••• F••• | delayed draw term loan lien unstated Delayed Draw Term Loan 2 | n/a | n/a | |
| B••••••••• P•••••• C••••• F••• | delayed draw term loan lien unstated | $22.0M | $16.7M 76c | S+550 bp PIK 4.00% |
| B••••••••• S•••••• L•••••• F••• | delayed draw term loan lien unstated Delayed Draw Term Loan 1 | n/a | n/a | |
| B••••••••• S•••••• L•••••• F••• | delayed draw term loan lien unstated Delayed Draw Term Loan 2 | n/a | n/a | |
| B••••••••• S•••••• L•••••• F••• | delayed draw term loan lien unstated Non-Affiliated Issuer | $270M | $205M 76c | S+550 bp PIK 4.00% |
Through time
the borrower's pieces summed across BDCs, every quarter end
| Quarter end | BDCs | Principal held | Fair value | On cost | PIK pieces |
|---|---|---|---|---|---|
| Jun 30, 2026 | 2 | $840M | $638M | 76c | 3 |
| Mar 31, 2026 | 2 | $833M | $664M | 80c | 3 |
| Dec 31, 2025 | 2 | $827M | $702M | 85c | 3 |
| Sep 30, 2025 | 2 | $820M | $725M | 89c | 3 |
| Jun 30, 2025 | 2 | $814M | $720M | 89c | 3 |
| Mar 31, 2025 | 2 | $807M | $714M | 89c | 3 |
| Dec 31, 2024 | 2 | $1.6B | $1.3B | 87c | 0 |
| Sep 30, 2024 | 2 | $770M | $677M | 88c | 0 |
| Jun 30, 2024 | 2 | $758M | $690M | 91c | 0 |
| Mar 31, 2024 | 2 | $759M | $706M | 93c | 0 |
| Dec 31, 2023 | 2 | $1.2B | $1.2B | 93c | 0 |
| Sep 30, 2023 | 2 | $711M | $689M | 98c | 6 |
| Jun 30, 2023 | 2 | $679M | $662M | 98c | 3 |
| Mar 31, 2023 | 2 | $652M | $646M | 100c | 2 |
| Dec 31, 2022 | 2 | $634M | $628M | 100c | 3 |
| Sep 30, 2022 | 2 | $612M | $609M | 100c | 0 |
| Dec 31, 2021 | 2 | $577M | $574M | 100c | 0 |
What changed
- Marked down across lendersMar 31, 2026
- Marked down (one lender)Mar 31, 2026
- Marked down (one lender)Mar 31, 2026
- Maturity extended (observed)Mar 31, 2025
- PIK interest appearsMar 31, 2025
- PIK interest appearsMar 31, 2025
- PIK interest appearsMar 31, 2025
- Maturity extended (observed)Mar 31, 2025
- Maturity extended (observed)Mar 31, 2025
- PIK interest appearsMar 31, 2023
- PIK interest appearsMar 31, 2023
- PIK interest appearsMar 31, 2023
- Facility left every BDC scheduleDec 31, 2022
- PIK interest appearsDec 31, 2022
- PIK interest appearsDec 31, 2022
Sponsor
No sponsor attribution: no portfolio page, deal announcement or Form D signer consensus names an owner for this borrower group.
Identity
- Group key
- NAVIGATORderivedthe codename stem after legal suffixes and deal words
- Spellings
- 1 across 2 BDCsderived