Borrowers
Borrowers are operating companies that have loans from private credit funds. Quantuma resolves legal entity names from SEC filings to their operating company names and aggregates positions across all BDC holders.
Borrower list
Navigate to Explore > Borrowers in the left sidebar. The list shows all operating companies with BDC loans:
| Column | Description |
|---|---|
| Borrower | Operating company name (with logo) |
| Legal Entity | Entity name as stated in the filing |
| Domain | Company website |
| Industries | Industry tags (colored badges) |
| Total Investment | Sum of investment amounts |
| Headcount | Estimated employee count |
| Location | Headquarters city, state, country |
Click Filter to add conditions — the filter panel supports:
- Name — Equals, Not equals, Contains, In, Not in
- Domain, HQ Country, HQ State, Location
- Largest Headcount Country, Acquisition Status
- Industries
Each filter supports multiple operators. Click Apply to filter the list.
Borrower detail
Click a borrower to open the detail page. The header shows the company name and logo.
Tabs
Overview (default)
- Company overview — Description of the company including industry, founding date, headquarters, headcount, estimated revenue, and business model
- Inline chat — An embedded chat widget specific to this company. Shows the company name and an “Ask about [company]…” input. Lets you ask questions about this specific borrower in context.
Contacts
Table of key decision makers: Name, LinkedIn URL, Email, Job Title.
Fundings
Table of funding rounds: Round type, amount, investors, date.
Filings
Table of BDC investment positions referencing this company:
| Column | Description |
|---|---|
| Lender | BDC name (e.g., NUVEEN CHURCHILL DIRECT LENDING CO) |
| Legal Entity | Entity name from the filing (e.g., Nutrition 101 Buyer LLC) |
| Period End Date | Filing period (e.g., 2025-Dec-30) |
| Investment Type | First Lien, Unitranche, etc. (colored badge) |
| Category | Debt or Equity (colored badge) |
Click any filing row to open the right drawer with the complete investment position detail.
News
Table of recent news: Headline, Category (badge), Source, Date.
Right panel (always visible)
Firmographics:
- Name, Industries (colored badges), Headcount, HQ State, Domain (with external link)
- “Show 9 more fields” expander for additional firmographic data
Contacts — Top 3 contacts with name, photo, and title
Funding Rounds — Latest round type and date
News — Latest 3 headlines with category badge and timestamp
Right drawer (filing/investment detail)
Click any row in the Filings tab to open the drawer showing the complete investment record:
| Field | Description |
|---|---|
| Legal Entity | Entity name from filing |
| Period End Date | Reporting period |
| Investment Type | Standardized type (First Lien badge) |
| Category | Debt or Equity |
| GICS Sector | Sector badge (e.g., Industrials) |
| GICS Industry Group | Industry group badge |
| Rate Type | Floating or Fixed |
| Index | SOFR, EURIBOR, etc. (badge) |
| Spread | e.g., 5.25% |
| Total Rate | All-in rate (e.g., 9.19%) |
| Cash Rate | Cash-pay portion |
| PIK Rate | Payment-in-kind portion |
| Floor | Minimum rate |
| Principal | Par value (e.g., $6,514,000) |
| Acquisition Date | When the BDC acquired the position |
| Maturity Date | Scheduled maturity (e.g., 2028-Aug-30) |
| Cost | Amortized cost |
| Fair Value | Current fair market value |
| Mark to Market | fair_value / principal as percentage |
| Performance | fair_value / cost as ratio |
| OpCo Source | How the operating company was identified (e.g., parsed_from_name) |
| Lender | BDC name |
| OpCo Reasoning | Full text explanation of how the legal entity was resolved to the operating company, with supporting links |
Includes “Open in full view” link.
Cross-holder analysis
When a company is held by multiple BDCs, Quantuma compares how they mark the same company. Comparisons are always within the same investment type (first lien vs first lien).
| Metric | Description |
|---|---|
| Mark vs Peer Avg | This BDC’s mark minus the average of other holders |
| Mark Divergence Width | Max mark minus min mark across holders |
| Has Mark Divergence | TRUE if divergence > 2% |
Borrower flags
| Flag | Trigger |
|---|---|
| Is Stressed | Company avg mark < 95% |
| Is Refi Candidate | Any position seasoned 18–30 months OR ≤12 months to maturity |