Learn about the new releases and improvements made to the PitchBook Tool Suite in April 2026.
Help: April 2026 release notes
Overview
We design new PitchBook features to help you save time, work smarter, and analyze information more efficiently. Whether it’s a brand-new release or a small tweak to an existing feature, you need to know how it can impact your workflow. Here are our April 2026 product enhancements.
Not a PitchBook customer?
Research and commentary for Premium Connectors
Release date | Monday, April 6, 2026
Research & commentary is now available in the Premium Connector. You can now query and surface insights from PitchBook’s text-based sources — including Morningstar research reports, PitchBook and third-party news, earnings call transcripts, and Help Center documentation. This means you can uncover qualitative analysis, event-driven coverage, and expert commentary alongside your existing workflows.
Ready to get started?
Revamp CLO fund profiles
Release date | Tuesday, April 7, 2026
Our updated CLO profile delivers a streamlined layout that makes key deal information easier to scan. The unified Tranches tab consolidates tranche details in a multi-tabbed table, organized by deal type (e.g., New Issue, First Reset, Second Reset), for quicker comparisons.
BDC Universe premade charts
Release date | Monday, April 13, 2026
The BDC Universe now includes a set of premade charts, giving you quick, at-a-glance visibility into key BDC market trends without needing to build custom analyses. Using aggregated historical data over the last five years, the charts cover areas such as assets under management, loan spreads, and maturity walls, helping you assess the health of the private credit market more efficiently.
“PitchBook is the gold standard for data on privately-backed companies and the VC and PE ecosystem. Over the years they have expanded their coverage to provide excellent data on public companies and M&A as well, and have vastly increased the coverage on international companies. The platform is intuitive and easy-to-use and customer service is top-notch.”
Source : G2.com
CLO Compliance Tests in CLO universe
Release date | Thursday, April 16, 2026
The CLO Compliance Test Universe provides an aggregated view of key compliance tests, enabling you to quickly benchmark CLOs against regional and global market medians. You can add up to 250 CLOs to review side by side, with expandable rows that surface test values, thresholds, headroom, and pass or fail results for clearer, apples‑to‑apples comparisons. Preferences like your selected CLOs, time period, and table layout are saved automatically, and downloads of the table are available without limits.
Fitch Ratings: CLO tranches and the Deals tab
Release date | Monday, April 27, 2026
Strengthen your credit analysis with new Fitch Rating fields now available for CLO tranches and the Deals tab of company profiles. These ratings are included in downloads and require no additional licensing, supporting faster export for modeling or monitoring. You can find these fields in the CLO Details search results tab, CLO profiles, as well as the Deals tab of a company profile. All Fitch Rating fields are included in Excel downloads and require no additional opt-in or download entitlement.
Conferences alerts
Release date | TBD, April, 2026
Stay notified of relevant conference updates by setting alerts directly from the Conferences tab. These alerts reflect changes as conferences are created or updated and highlight when companies are added to a conference of interest, allowing you to spot opportunities without manual monitoring.