medium · Private Credit & Debt loan-structures-instruments

A business has $200,000,000 in Unitranche debt. $20,000,000 of the interest is PIK-based.

If the borrower is in a 'Non-Accrual' status, how is this debt handled for leverage multiples in a fund's portfolio report?

  1. The multiple is not reported because the borrower is in default.
  2. The PIK component is excluded from the numerator.
  3. The multiple is calculated using the fair value of the debt.
  4. The multiple is calculated using the full principal plus any previously capitalized PIK.

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