The company successfully optimized its balance sheet by refinancing its Wells Fargo facility, reducing the spread by 55 basis points and increasing capacity to $200 million.Strategic credit management focuses on large borrowers with a weighted average EBITDA of $436 million, based on the premise that larger companies are better equipped to invest in and benefit from AI efficiencies.The portfolio maintains a defensive posture with software exposure at approximately 11%, significantly lower than the reported ...