Fulcrum Equity Partners
Growth equityAtlanta · Series B–Growth · 28 people tracked
Also known as FULCRUM EQUITY PARTNERS, INC.
Investment thesis
Fulcrum Equity Partners backs entrepreneurs building enduring businesses in technology and healthcare, drawing on its partners' extensive operating experience. The firm emphasizes providing financial runway so founders can focus on growth rather than fundraising, and offers hands-on support with recruiting from the board through senior leadership, expansion strategy via service partners, and access to its executive network. Fulcrum aims to strike a balance between input and founder autonomy, positioning its partners as engaged sounding boards and steady operators who have navigated difficult situations. The firm reports 60+ investments, 25+ successful exits, and approaching $1B in assets under management.
Source: firm website, verified Aug 3, 2026.
Team · 28 people
from the firm's website
What they invest in
from 18 of 49 portfolio companiesSaaS ×10Enterprise Software ×9AI & Machine Learning ×7Healthtech ×5Data & Infrastructure ×3Digital Health ×3Marketing Tech ×3Developer Tools ×2
HQs:United States×16
Investments · 49 tracked
founders shown can be your intro pathWashington, US
Board seatFrank X. Dalton· per SEC Form D · $11.4M raise · filed Aug 2021
Louisville, US
Ricardo Salas(Director)Michael Dowling(Executive Officer)Kirk Reid(Director)Sreeram Mantha(Director)Venkat Sharma(Director)Karen Ferell(Director)
Board seatJeff Muir· per SEC Form D · $1 raise · filed Nov 2020
Mitratech Preparis is a business continuity and disaster recovery platform with four modules covering continuity planning, emergency alerts, incident response coordination, and IT recovery.
CybersecurityEnterprise SoftwareSaaSAtlanta, US
Mike Parham(Director)Armistead Whitney(Executive Officer, Director)Melanie Bialko Leeth(Director)
BoardFrank X Dalton(Director)
Board seatFrank X. Dalton· per SEC Form D
Avant-garde Health provides software that gives healthcare providers detailed visibility into clinical, financial, and operational data across physicians, departments, and hospital systems to identify improvement opportunities and reduce costs.
AI & Machine LearningData & InfrastructureEnterprise SoftwareHealthtechSaaS
Matthew Rhodes-Kropf(Director)David Frankel(Director)Philip Lewis(Director)Derek Haas(Executive Officer, Director)
Tampa, US
Charlotte Baker(Executive Officer, Director)Frank Dalton(Director)James Douglass(Director)Myrna Soto(Executive Officer, Director)
Tenstreet is a driver lifecycle management platform for trucking companies that handles hiring, compliance, training, and fleet optimization through digital tools and mobile applications.
HR TechLogistics & Supply ChainSaaSCarmel, US
Jeremy Reymer(Director)Sam Bloomquist(Executive Officer, Director)Wendy Reymer(Executive Officer)
BoardChad Hooker(Director)James Douglass(Director)Brent Dorfman(Executive Officer, Director)
Dropoff is a same-day delivery and courier service that uses a logistics platform for electronic ordering, real-time tracking, and delivery performance reporting, with vetted professional drivers and 24/7 customer service.
Logistics & Supply ChainSaaSAustin, US
Jason Klann(Executive Officer)Paul Bricault(Director)Sean Spector(Executive Officer, Director)
Feathr is a marketing platform designed for associations, nonprofits, and arts organizations to run coordinated campaigns across email, digital ads, and social media.
Marketing TechSaaSGainesville, US
Marco Giberti(Director)Aidan Augustin(Executive Officer, Director, Promoter)Aleksander Levental(Executive Officer, Director, Promoter)Jay Weintraub(Director)
FieldPulse is an all-in-one field service management platform designed for residential and commercial service professionals.
Enterprise SoftwareFuture of WorkSaaS
Gabriel Pinchev(CEO & Founder)
Atlanta, US
Peter Sobiloff(Director)Garrett Goldberg(Director)Ryan Jones(Executive Officer, Director)Andres Garcia(Executive Officer, Director)Jon Rosenbaum(Director)Jeffrey Muir(Director)
Kevel provides AI-enabled technology and services for launching and scaling retail media networks, serving retailers, marketplaces, fintech platforms, and delivery applications with ad serving APIs, audience segmentation, and campaign management capabilities.
AdTechAI & Machine LearningSaaS
Kobiton provides a cloud-based mobile test automation platform that enables QA teams to write, execute, and analyze tests on real devices using AI-assisted script generation and manual-to-automated conversion.
AI & Machine LearningDeveloper ToolsEnterprise SoftwareAtlanta, US
Frank Moyer(Director)inSean Barry(Executive Officer, Director)Kevin Lee(Executive Officer)Vu Lam(Director)
BoardKen Walters(Director)Nelson Chu(Director)
Atlanta, US
JAMES S. DOUGLASS(Director)PRITAM ADVANI(Director)DIEGO PANTOJA-NAVAJAS(Executive Officer, Director)AARON KOWAN(Director)KENNETH L. WALTERS(Director)MICHAEL CASEY(Executive Officer)
NavigatorCRE provides a cloud-based data analytics and operations platform for commercial real estate firms, integrating data from accounting, leasing, debt, and construction systems across asset management, development, brokerage, and investment operations.
AI & Machine LearningData & InfrastructurePropTech
Olio provides care coordination technology for post-acute and behavioral health organizations, automatically connecting care teams across SNFs, behavioral health providers, payers, health systems, home health, and hospice to improve outcomes and reduce costs.
Digital HealthEnterprise SoftwareHealthtech
Jill Sharp(Director)Eric Huebner(Director)Thomas Greer(Director)Philip Lewis(Director)Ben Forrest(Executive Officer, Director)Sean Mullins(Chief Operating Officer)
Pediatrics Plus is a pediatric healthcare provider offering occupational, speech, and physical therapy plus applied behavior analysis for infants, children, and adolescents with special needs and developmental delays.
Digital HealthHealthtech
Mitratech Prevalent provides AI-powered third-party risk management software that helps organizations assess, monitor, and remediate risks across the entire vendor and supplier lifecycle.
AI & Machine LearningEnterprise SoftwareSaaSPhoenix, US
Norman W. Menz III(Director)Kevin Hickey(Chief Executive Officer)James Ray(Vice President of Finance, Corporate Secretary and Treasurer)Kevin Charest(Director)Jonathan Dambrot(Director)Doug McNary(Director)
ProxsysRx builds and operates on-site outpatient retail pharmacies for hospital systems and manages 340B drug pricing programs, PBM alignment, readmission reduction, and patient financial assistance.
Digital HealthHealthtechBirmingham, US
George B Salem(Executive Officer, Director)Gene Ruffner Page(Director)Thomas Nelson(Executive Officer)
StudentBridge provides digital engagement solutions for colleges and universities, including short-form video content, virtual campus tours, and personalized communications to attract and enroll prospective students.
EdTechMarketing Tech
Supply Wisdom provides continuous monitoring of suppliers and their locations across financial, cyber, compliance, sustainability, and operational risks, delivering real-time alerts to enterprise customers.
Enterprise SoftwareSaaSNew York, US
Tom Thimot(Director)Jenna Wells(Executive Officer, Director)inJames Douglass(Director)Frank Dalton(Director)Jim Routh(Director)Nathaniel Fick(Director)
Venture Atlanta is a networking event and platform that brings together venture investors and vetted startups for curated one-on-one meetings and programming in the Southeast region.
Sector AgnosticAtlanta, US
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.
Frequently asked questions
- What stage does Fulcrum Equity Partners invest at?
- Fulcrum Equity Partners invests at the Series B, Series C, Growth stages.
- What sectors does Fulcrum Equity Partners focus on?
- Fulcrum Equity Partners focuses on Enterprise Software, Healthtech, SaaS, Sector Agnostic.
- Where is Fulcrum Equity Partners located?
- Fulcrum Equity Partners is headquartered in Atlanta, US.
From the blog
visit blog ↗Fulcrum Equity Partners recently published guidance on tech stack selections for growth-stage companies, covering People Operations infrastructure and Product development platforms alongside their application in healthcare patient engagement. The firm emphasizes how strategic tool selection in hiring, HR systems, product infrastructure, and clinical workflows enables organizational scalability and operational efficiency. AI summary
Media · Podcasts & interviews
featuring the teamPhilip Lewis on Fulcrum Equity Partners & the Venture Economy in Georgia - Metro Atlanta CEO
Philip Lewis · metroatlantaceo.com
Philip Lewis on the Fulcrum Equity Partners Strategy - Metro Atlanta CEO
Philip Lewis · metroatlantaceo.com
Jenna Wells - Supply Wisdom
Fulcrum Equity Partners
Gabriel Pinchev - FieldPulse
Fulcrum Equity Partners
Tammy Taylor - Advantum Health
Fulcrum Equity Partners
Tim McCormick & Chris Weber - SaaSOptics
Fulcrum Equity Partners
Images
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