DFX Intelligence
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Borrower
O••••••••• S••••• H••••••• A•
Application Softwaregroup grade Aon a schedule nowsponsor unattributed
Principal held
at least $25.2M
sum of BDC pieces, a lower bound
Fair value
$28.4M
100c on cost, debt pieces
Unfunded
n/a
commitments not yet drawn
BDC lenders
2
2 on the latest quarter
Facilities
1
0 equity pieces beside them
Next maturity
Oct 30, 2031
no dated debt inside 24 months
On the tape since
Dec 31, 2024
latest Jun 30, 2026
Events
3
dated, non-routine
Capital structure as the BDCs see it
latest quarter end Jun 30, 2026
| Facility | Held | On cost | Pricing | Maturity | BDCs |
|---|---|---|---|---|---|
| first lien term loan first lien | at least $25.2M | 100c | S+600 bp PIK 2.50% | Oct 30, 2031 | 2 |
Lenders
every BDC piece at the latest quarter end
| BDC | Instrument | Principal | Fair value | Rate |
|---|---|---|---|---|
| O•••••• S•••••••• L•••••• C••• | term loan first lien F•••• L••• T••• L••• 1 | $4.0M | $4.4M 100c | S+575 bp PIK 2.50% |
| O•••••• S•••••••• L•••••• C••• | term loan first lien F•••• L••• T••• L••• 2 | $1.3M | $1.7M 98c | S+600 bp PIK 2.50% |
| O•••••• S•••••••• C••••• F••• | term loan first lien F•••• L••• T••• L••• 2 | $4.9M | $6.2M 97c | S+600 bp PIK 2.50% |
| O•••••• S•••••••• C••••• F••• | term loan first lien F•••• L••• T••• L••• 1 | $14.8M | $16.1M 100c | S+575 bp PIK 2.50% |
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 | $25.2M | $28.4M | 100c | 4 |
| Mar 31, 2026 | 2 | $27.9M | $31.6M | 100c | 0 |
| Dec 31, 2025 | 2 | $28.0M | $33.3M | 105c | 0 |
| Sep 30, 2025 | 2 | $28.0M | $33.8M | 107c | 0 |
| Jun 30, 2025 | 2 | $28.1M | $34.0M | 107c | 0 |
| Mar 31, 2025 | 2 | $28.2M | $31.6M | 99c | 0 |
| Dec 31, 2024 | 2 | $31.4M | $30.4M | 96c | 0 |
What changed
- PIK interest appearsJun 30, 2026
- Spread changed (observed)Jun 30, 2026
- Spread increasedJun 30, 2026
- Spread increasedJun 30, 2026
- PIK interest appearsJun 30, 2026
- PIK interest appearsJun 30, 2026
- Marked down (one lender)Mar 31, 2026
- Marked down (one lender)Mar 31, 2026
- New borrower on a BDC scheduleDec 31, 2024
Sponsor
No sponsor attribution: no portfolio page, deal announcement or Form D signer consensus names an owner for this borrower group.
Identity
- Group key
- OPTIMIZELY SWEDENderivedthe codename stem after legal suffixes and deal words
- Spellings
- 1 across 2 BDCsderived
- Industry
- Application Softwarereportedas one filer wrote it