Fulcrum Equity Partners
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Fulcrum is the rare growth equity shop that actually gets their hands dirty post-investment. As former operators, they provide the support they needed when running their businesses, and it shows in their portfolio performance. Their oversubscribed $372M Fund V in today's brutal fundraising environment tells you everything about their reputation among LPs. The partners aren't just check-writers - they've built and sold companies themselves, which founders notice immediately. What makes them special is their focus on healthcare and technology and willingness to get in the trenches with entrepreneurs. However, they're clearly capacity-constrained with only 3 funding rounds in the last 12 months despite having fresh capital, so expect a thorough but slow process.
- —Best for: Healthcare and B2B SaaS founders who want true operating partners, not just capital
- —Watch out for: Slow decision-making due to high selectivity and limited bandwidth
- —Known for: Former operators who roll up sleeves and help scale businesses post-investment
Fulcrum gives entrepreneurs both the capital and the hands-on help they need to take their companies further, faster. A good financial partner goes beyond the investment. We meet teams and businesses where they are and help them imagine a bigger and brighter future by building the right systems, processes, teams and culture.
$5-35M equity investments in minority and majority growth opportunities, focusing on healthcare, B2B SaaS, and technology-enabled services industries. With 80 portfolio companies and 6 acquisitions, they target high growth B2B software companies with $2M-$15M ARR and healthcare businesses with $1M-$5M EBITA.
Founding Partner who co-founded the firm with Tom Greer and Jeff Muir. Credited by LP oversubscription to the successful exits built by previous portfolio founders and executives. Has significant operating experience in senior executive positions with rapidly growing companies that had successful exits.
Former CEO of Vesdia and Executive Vice President at Cartera Commerce, a card-linked marketing solutions provider. Previously served as CEO of Visionary Systems, successfully sold to Trans Union in 2004. Described by portfolio CEOs as thoughtful, supportive during difficult times, and a source of creative ideas and candid feedback.
Partner at Fulcrum Equity Partners who served on the Board of Venture Atlanta from 2013-2018 and was chair of the 2017 conference, continuing to serve on the selection committee. Notes that many LPs come from Atlanta and the Southeast region, citing the area as the fastest growing economic region but still underserved from capital perspective.
Co-founder along with Frank Dalton and Jeff Muir. Praised for being continually impressed by team members' personable approach and operational rigor with proven track records of success in working with portfolio companies. Has significant operating experience in senior executive positions with rapidly growing companies that had successful exits.
Co-founder along with Frank Dalton and Tom Greer. Has significant operating experience in senior executive positions with rapidly growing companies in target markets that had successful exits. Part of the founding team that has over 130 years of relevant experience across operations, venture capital, mezzanine finance, banking, accounting, law, investment banking and strategy consulting.
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