Diligence memo · auto-generated · as of July 2, 2026

HazelTree Fund Services, Inc.

HazelTree Fund Services, Inc. has raised $33M over 5 rounds; too few niche peers to rank its valuation yet.

Diligence furtherNo decisive signal either way from the public record alone — the call needs primary diligence beyond the filings.

Businessfiled

HazelTree Fund Services, Inc. operates in Investment Vehicle, based in NEW YORK.

No verified homepage on file yet — operating evidence is limited to the public record.

Capital & rounds (filed)filed

HazelTree Fund Services, Inc. has raised $33M in disclosed capital across 5 recorded rounds, aggregated from public filings. Its latest round is modeled as Series A (a $4.0M–$15M round).

Largest single filing: $14M on 2022-08-17.

Most recent recorded round closed around 2024-12-05.

Valuation (modeled)modeled

Provath models HazelTree Fund Services, Inc. at approximately $40M (range $14M–$78M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Too few comparable companies in this niche to rank the valuation fairly yet.

Financing rhythm & timingmixed

Historic cadence: a new round about every 45 months.

The last round was 1.4× smaller than the prior — a bridge or down round.

Comparablesmixed

Capital scale ranks ahead of 87% of Investment Vehicle peers (1793 compared).

Modeled value ranks above 59% of those peers.

Peoplefiled

23 named people on file across officers, directors and signatories.

Risks & flagsmixed

No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.