Dirigon

Dirigon — Standardised holder-by-holder replication of every BDC portfolio book extracted from SEC EDGAR: per-position fair-value marks with quarter-over-quarter mark history, maturity dates and capital-structure layer, PIK and non-accrual status, yield and spread composition, and the proprietary layer — cross-fund matching that identifies the same underlying credit held by multiple funds so holder-level mark dispersion, consensus marks and outlier flags can be computed, plus quarterly position flows (adds, exits, resizings). Micro-cap specialist covering a large slice of the market: 178 BDC …

Dirigon offers (Fundamental, Alternative, Price, Reference) — Printed coverage: 178 analytics-grade BDC portfolio books, 8,200+ portfolio companies, and 45,000+ positions in the latest quarter alone — implying roughly 250,000-300,000 position-quarter observations across the quarterly history since 2020, plus per-facility matched-credit linkage across holders.

Private-credit mark-quality and valuation-aggressiveness research, since fund-level mark dispersion on identical credits is a direct measure of NAV reliability; refinancing-wall and duration-risk modelling; non-accrual and PIK-stress early warning; portfolio overlap and concentration analysis for allocators; competitive positioning for credit desks on shared names; and supervised labels for credit-valuation and default models, pairing consensus-versus-outlier marks on the same credit with later realised outcomes

The data is with 6 years of history.

Coverage spans US; Financial Exchanges & Data; fundamental, alternative, price, reference; fixed_income, equities, structured_products.