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As of 10 Oct 2026 · demonstration dates

Portfolio reports show the current active book. Closed and archived borrowers, including their history, are available in All Borrowers.

Portfolio Stress Test

LTM ending Q2 2026 · unadjusted financial analysis with retained covenant results shown separately

ScopeNSNS SBIC FundShow whole portfolio

QuarterQ2 2026

Show all borrowers in scope

Unsaved analysis. Scenarios do not update financial statements, covenant actuals, approved marks or SBIC inputs.

Scenario Parameters

Unadjusted LTM financial analysis. Revenue and margin shocks apply to each of four consecutive quarters. EBITDA can become negative; NM means a ratio is not meaningful.

Rate changes apply once over one year to the shocked ending debt balance, assumed constant. A debt-only shock holds existing interest fixed; borrowing costs beyond the rate overlay are not estimated. For example, +100 bps on $20M adds $0.20M of annual interest; with +10% debt it adds $0.22M.

Retained covenant results are shown separately and remain unchanged. This scenario does not calculate contractual EBITDA, agreement-specific coverage, or new covenant breaches. Scenarios are not saved.

1
Borrowers
1
Modeled
0
Unavailable
0
Modeled EBITDA losses

Analytical scenario results

Each pair shows baseline → scenario. Amounts are in $M. Incomplete histories stay visible.

Company / source windowLTM EBITDADebt / LTM EBITDALTM interest coverageLTM interestEnding debt
Grainmoor Food Distribution

Q3 2025 · Q4 2025 · Q1 2026 · Q2 2026

$18.7M → $18.7M3.55x → 3.55x2.59x → 2.59x$7.2M → $7.2M

Rate overlay: $0.0M

$66.3M → $66.3M

Retained covenant results — unchanged by this scenario

CompanyCovenant / basisRetained tested actualThresholdSaved result
Grainmoor Food Distribution

Q2 2026

Total Leverage

Supplied actual

3.55x≤ 3.50x

Captured at test

Breach
Grainmoor Food Distribution

Q2 2026

Interest Coverage

Supplied actual

2.59x≥ 2.50x

Captured at test

Tight
Grainmoor Food Distribution

Q2 2026

Minimum LTM EBITDA ($M)

Supplied actual

$18.7M≥ $22.0M

Captured at test

Breach