Help: March 2026 release notes
Learn about the new releases and improvements made to the PitchBook Tool Suite in March 2026.
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 March 2026 product enhancements.
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Release date | Monday, March 2nd 2026
This BDC Universe update improves analysis workflows with a new “Holdings PIK, %” field available when grouping by BDC, fully supported in downloads. A newly added BDC Financials link column provides direct, one‑click access to each BDC’s Financials tab to reduce navigation time.
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Release date | Monday, March 2nd, 2026
You can now quickly identify and search for Registered Investment Advisers (RIAs) among Limited Partners in PitchBook from profiles and screeners. This aims to streamline your fundraising and targeting workflows, particularly if you raise capital from RIAs for real estate or alternative vehicles.
“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
Release date | Tuesday, March 10, 2026
This release is part of the Fund Taxonomy initiative, which will ultimately provide nine new fund fields and updates to two existing ones across all areas of the platform. In Phase 2B, discover the new and updated fund fields below to help you better analyze a new generation of fund structures.
New fields:
- Additional Fund Strategy
Updated fields:
- Fund Type is renamed to Fund Strategy
- Under Fund Strategy: Fund of Funds, Secondaries, Co-Investment, and CLO are removed
- CLO is now under the Fund Structure field
Release date | Tuesday, March 10, 2026
PitchBook now includes Morningstar’s GECS industry taxonomy in the Companies & Deals screeners, private company profiles, and the company search results tab. You can filter and analyze companies and deals by GECS Sector, Industry Group, and Industry, and explore GECS classifications directly, enabling you to conduct more precise peer analysis and alignment with widely used market standards.
Release date | Monday, March 16, 2026
This release connects Saved Searches and Saved Lists with Workspaces to help keep your work in PitchBook organized. You can see and hover over the new Workspace column in the Saved Searches & Lists table to understand context at a glance, and click through Workspace names to open the Workspace page. This helps you quickly find the right saved items, reduce duplication, and keep shared research centralized in the Workspaces your team uses every day.
Release date | Wednesday, March 25, 2026
Get even more insights on companies and deals with the addition of PitchBook and third-party news, as well as earnings call transcripts, now available through the Navigator. These enhancements help you quickly stay informed on the latest developments impacting companies, markets, and transactions without leaving your workflow.
Release date | Monday, March 30, 2026
Explore two updates to PitchBook Benchmarks that improve transparency and collaboration in your benchmark workflows. You can now see visual indicators for pull-forward data, and share custom benchmarks via link or email.
Release date | Monday, March 30, 2026
You can now use SIC (Standard Industrial Classification) filters on private companies and deals in advanced search, and optionally add SIC-related columns (codes, descriptions, sectors, and groups) to your screener results and downloads. This helps you quickly narrow your universe using a familiar, standardized industry taxonomy and analyze industry context at scale, both in the platform and offline. These enhancements are especially valuable if you rely on industry classification to segment private markets or compare similar companies using SIC codes.
